Dashboard interface showing case management with statistics, maps, and graphs, focusing on high visibility cases, case data analysis, and geographic distribution of cases in Russia for 2020.
Dashboard displaying COVID-19 case data, including total cases received, cases by location and sector, and case management information, with charts, maps, and data tables.

CFIUS Case Management System — Unifying Fragmented National Security Workflows

🟥 Problem

The Committee on Foreign Investment in the United States (CFIUS) relied on a fragmented internal system to review sensitive foreign investment filings tied to national security.

Case officers and analysts were required to navigate multiple disconnected tools—including legacy applications, spreadsheets, and document repositories—to complete core review tasks.

This resulted in:

  • Fragmented access to critical case data

  • Repetitive manual work across systems

  • Inconsistent navigation patterns across modules

  • Inefficient decision-making workflows

  • Increased risk of delays in time-sensitive reviews

The overall experience did not support the complexity or sensitivity of the decision-making process.

🟨 Objective

Design a secure, unified case management experience that improves workflow efficiency, reduces operational friction, and supports high-stakes decision-making under strict federal security and accessibility requirements.

🟩 Approach

I focused on consolidating fragmented workflows into a single, coherent system while maintaining strict compliance and security constraints.

1. Discovery & Workflow Analysis

Conducted interviews and observational research with:

  • Case officers

  • Analysts

  • Legal and policy stakeholders

  • Technical system users

This revealed critical breakdowns in how users accessed, verified, and documented case information across multiple tools.

2. Workflow & Journey Mapping

Mapped end-to-end user workflows to identify:

  • Redundant task switching between systems

  • Bottlenecks in case review and documentation

  • Opportunities for centralizing high-value information

3. UX Architecture Redesign

Re-architected the system around case-centric workflows, prioritizing:

  • Unified access to case files and history

  • Context-aware navigation between related data

  • Improved information hierarchy for dense legal content

4. Prototyping & Usability Testing

  • Built low and high-fidelity prototypes

  • Conducted usability testing in controlled environments

  • Iterated based on real analyst feedback

Refinements focused on improving clarity, reducing cognitive load, and supporting faster decision cycles.

🟦 Solution

The redesigned system introduced a centralized, role-based case management platform that streamlined access to critical information and improved workflow continuity.

Key improvements included:

  • Unified case view consolidating previously fragmented data sources

  • Role-based dashboards prioritizing high-risk and time-sensitive cases

  • Contextual filters for faster data retrieval and comparison

  • Standardized UI components for consistency across modules

  • Improved readability for dense legal and regulatory documents

🟪 Results

Post-deployment outcomes included:

  • 40% improvement in task completion time for routine case reviews

  • Reduced user errors in case updates and documentation

  • Faster access to historical case context and supporting data

  • Improved consistency across workflows and system modules

  • Increased scalability of the design system for future policy and system changes

🟧 Strategic Impact

This project demonstrated the value of UX-driven systems consolidation in high-security, high-complexity environments.

By restructuring fragmented workflows into a unified, role-based system, the redesign improved both operational efficiency and decision reliability while maintaining strict compliance constraints.

It also established a scalable design system foundation for future interagency expansion and modernization efforts.