All workZee Liu
Case 05 / 06Cocomply20240→1 · Banking SaaS

From 0→1: roles, workflow, and a semantic design system.

  • 0→1
  • Founding Design
  • Design System
  • Enterprise

An AI-powered data governance and certification platform for banking compliance. End-to-end MVP — role-based flows, multi-step submission, multi-actor approval, semantic design system.

Role
Design Lead, AI Design Consultant
Timeline
2024
Team
Founder + 3 engineers
Tools
Figma, Prototyping, Design Systems
The deeper cut

Most of my work lives behind NDAs and embargoes. The walkthrough that matters — the why, the things I cut, the calls I'd make differently — happens in conversation, not on a page.

The design problem

Design the end-to-end MVP certification workflow — from role-based flows and multi-step data submission to multi-actor approval and a semantic design system — for a 0-to-1 enterprise SaaS product.

Outcome at a glance

Enterprise launch

Shipped the certification workflow, role IA, and semantic design system. Launched with enterprise banking clients and selected for the 2025 AIFinTech100 top 100 AI companies in financial services.

3 rolesSteward · manager · admin
AIFinTech100Top 100, 2025
0→1Concept to live customers
02My contributions

Where I made the calls.

  1. 01Conducted user research across two client segments to map goals, pains, and role responsibilities before designing a single screen.
  2. 02Built the full certification workflow across three user roles, a role-based information architecture, and a multi-step wizard.
  3. 03Designed and shipped the semantic design system that the AI assistant layer was later built on top of.
  4. 04Drove the launch with enterprise banking clients; the product was selected for the 2025 AIFinTech100 top 100 AI companies in financial services.