FSR Dashboard: EU Regulatory Compliance Tool for White & Case

Designed an early version of White & Case's Financial Services Regulatory (FSR) Dashboard - a proprietary compliance tool helping corporate clients track foreign financial contributions for mandatory EU filings. Collaborated with senior partner and Manila-based development team to create an enterprise-grade platform assisting companies with M&A deals and public tenders navigate the complex European Union Foreign Subsidies Regulation.

Project: Financial Services Regulatory Dashboard
Client: White & Case LLP
Role: Product Designer
Tools: Adobe XD, Power BI
Focus: Regulatory compliance, enterprise legal tech, complex data visualization

The Challenge

White & Case needed a sophisticated compliance tool helping corporate clients gather data for mandatory FSR filings to the European Commission. The platform had to aggregate information on foreign financial contributions (FFCs) from non-EU countries over three years, determining if M&A deals or public tenders met FSR notification thresholds - a complicated, data-intensive regulatory process.

Key Constraints:

Power BI's restricted color palette and interaction capabilities
Complex regulatory data requiring clear visualization
Cross-generational user base (junior associates to senior partners to corporate clients)
Mobile functionality without losing desktop features
Enterprise-grade security for sensitive corporate financial data

Research & Iteration

Internal User Testing
Conducted usability testing with White & Case lawyers across seniority levels and age groups, revealing key insights:

User Feedback:

Dashboard functions unclear - users didn't understand what was possible
Search didn't immediately show results, felt unintuitive
Tagging system confusing for some, helpful for others
Generational split: Older lawyers preferred tags, younger lawyers preferred search
Users wanted all results visible on one page without navigation

Design Response:

Added "Filter by" functionality with single-tag restrictions
Implemented "Last updated" date for regulatory currency
Created tutorial guiding first-time users
Displayed top 10 tags for quick access
Added keyword filtering alongside tagging
Designed for both interaction styles (tags + search) to serve all age groups

What I Built

Agile Cross-Continental Workflow
Worked with Manila-based development team on a fast turnaround timeline. Established a weekly client meeting cadence where the senior partner and I designed solutions, the Manila team developed, and we troubleshot technical feasibility before client presentations. This iterative approach ensured designs were both ambitious and implementable within Power BI's constraints.

Enterprise Power BI Customization
Pushed Power BI to its design limits, customizing the interface to match White & Case brand standards while maintaining legal-grade functionality for sensitive regulatory compliance data. Close collaboration with the development team identified what was feasible, allowing us to present only viable solutions to the client.

Cross-Generational Interface
Designed dual interaction patterns supporting both tag-based browsing (preferred by senior lawyers) and keyword search (preferred by younger lawyers) - ensuring the tool served the entire user base effectively.

Complex Data Visualization
Created a clear interface for tracking foreign financial contributions across multiple years and jurisdictions - simplifying complicated regulatory requirements into a manageable workflow for corporate clients navigating M&A and public tender compliance.

Responsive Design
Maintained full functionality across desktop, tablet, and mobile - critical for lawyers and corporate clients accessing regulatory compliance data from any location.

Impact

Client Success:

Delivered proprietary compliance tool for White & Case corporate clients
White & Case senior partner expressed strong satisfaction with the early version
Platform served clients navigating the complex EU Foreign Subsidies Regulation
Tool supported high-stakes M&A deals and public tender compliance

User Experience:

Streamlined mandatory FSR filing data gathering process
The tutorial reduced onboarding time for new users
Single-page results view eliminated navigation friction
Mobile accessibility enabled compliance tracking from any location
Cross-generational design served a diverse professional user base

Professional Achievement:

Designed an enterprise compliance tool for international law firm's corporate clients
Demonstrated Power BI could deliver sophisticated regulatory tech with proper customization
Proved cross-generational design approach effective for professional audiences
Fast turnaround through agile cross-continental workflow

Note: Worked on an early version of this platform; the tool may have evolved since initial deployment.