Results at a glance
4 → 1
tools consolidated
Measured against the baseline agreed at kickoff.
−38%
time to prepare a client review
Measured against the baseline agreed at kickoff.
11 wks
from kickoff to private beta
Measured against the baseline agreed at kickoff.
01
The challenge
Halden’s advisors were working across four disconnected tools built over a decade. Preparing a single client review meant copying numbers between systems, and new features took months because nobody trusted the legacy front-end.
02
Our approach
We mapped every advisor workflow, then designed a single workspace around the client review — the moment that matters most. A new design system and a typed React front-end let Halden’s engineers ship alongside ours from week three.
Data-dense views were designed for scanning first: consistent alignment, tabular numbers and a strict hierarchy of emphasis.
03
The outcome
Advisors moved to the new platform within a quarter. Review preparation time fell by more than a third, and Halden’s own team now ships front-end features in days rather than weeks.
Redline treated our advisors’ workflows like engineering drawings — every edge case was mapped before a pixel moved. The result feels obvious, which is the hardest thing to design.
Daniel Reyes
VP Product, Halden
