Data Reconciliation/Vertex/Spanned Multiple Quarters

How Do You Design for a Domain You've Never Seen Before?

My first exposure to reconciliation as a domain, at a volume and complexity well past a typical feature scope. I had to learn the domain for real before designing anything credible, then build for a handoff nobody had scheduled yet.

01 Problem 02 Research 03 Solution 04 Outcome
01 / The Problem

Understanding it for real, before designing anything.

This was my first exposure to reconciliation as a domain, and the volume and complexity of data involved went well past a typical feature scope. Before I could design anything credible, I had to actually understand it: how reconciliation worked, what other ERP systems in the space could and couldn't do, and where our product's data model diverged from expectations shaped by those other tools.

02 / Research & Approach

Designing for continuity, not just for ship day.

I mapped specific flows through the reconciliation process and annotated them with research notes instead of working from assumptions. The domain surfaced enough edge cases that user interviews alone weren't going to cut it, so I tested and confirmed my understanding directly with subject matter experts. That's what caught the edge cases that never would have come up otherwise.

This feature spanned multiple sprints, quarters, and teams, so I built documentation as I went, specifically so ownership could move between people and phases without losing consistency along the way. That's a different discipline than designing for a single release: designing for continuity, not just for ship day.

03 / The Solution

Making disagreeing systems agree.

The final design let users work accurately within the reconciliation flow and adjust records so data stayed consistent across systems, the core requirement, given that most of the friction came from systems disagreeing with each other in the first place.

Image: flow diagram or key screen
04 / Outcome

Shipped and in use today. Feedback has been informally positive. Ramping into ERP systems from zero, and learning to document for a long, multi-team timeline, turned out to matter well beyond this one project: when a related reconciliation problem showed up again later, I moved faster and pushed further, because I already knew to look one layer beneath the stated problem. [See: Reconciliation (Studio Designer)]