TD Bank
TD UX Research Repository
2023
Knowledge Management
Data Structuring
Cost Efficiency
About the Project
TD required a structured approach to UX research data management to improve accessibility, efficiency, and knowledge retention across teams. The goal was to build a centralized research repository that enabled faster decision-making and enhanced cross-team collaboration.
Challenge
Disorganized research data, making insights difficult to access and apply.
Duplicate research efforts, leading to inefficiencies and wasted resources.
Lack of a unified repository, creating silos across teams and business units.
Difficulty in knowledge retention, causing a loss of valuable UX insights over time.
Solution
Developed a structured research repository, organizing insights for easy retrieval.
Automated metadata tagging, enabling better categorization and faster search.
Integrated UX research findings, providing a single source of truth across teams.
Reduced reliance on third-party tools, saving costs and improving internal data security.
Designed an intuitive interface, allowing researchers to store, categorize, and retrieve insights effortlessly.
Ensured cross-team accessibility, making research insights available across design, product, and strategy teams.
Impact
Saved 11,500+ work hours annually by reducing duplicate research and improving accessibility.
Eliminated $120K in licensing costs, optimizing TD’s research infrastructure.
Improved decision-making efficiency, enabling product teams to leverage existing insights faster.
Standardized research documentation, ensuring insights were preserved and reused efficiently.
Enhanced collaboration across teams, strengthening knowledge sharing and research impact.
TD UX Research Repository
The TD UX Research Repository transformed research accessibility, reducing inefficiencies and enhancing collaboration across teams. This initiative set a new standard for data-driven UX decision-making at TD, ensuring long-term scalability and impact. The structured system allowed teams to retrieve insights instantly, share findings seamlessly, and make informed design choices based on historical research data.
Sponsor Users
TD Product & UX Teams – Primary users of the repository, leveraging it for project insights.
Stakeholders Across TD Invent– Contributed to research consolidation and data-driven decision-making.
Product Design Team
Research Librarian – Managed data organization and ensured research integrity.
UX Researcher – Contributed to repository structuring and usability testing.
Copywriter – Assisted in refining research documentation and ensuring content clarity.
My Contributions
Service Designer, Product Design Lead, Product Owner, Developer (Power FX)
Led the design, structuring, development, and automation of the repository.
Metrics
📂 12 years of UX research centralized
⏳ 11,500+ hours saved annually
💰 $120K saved in licensing fees
🔍 AI-powered knowledge management system Roadmap
Tools
Microsoft PowerApps
SharePoint
Power Automate
MS Forms