EDGAR Next Federal Digital Modernization

Led comprehensive UX strategy for SEC’s landmark “EDGAR Next” digital transformation, a historic 5-year initiative modernizing the nation’s primary corporate disclosure system used by 20,000+ financial institutions and public companies worldwide. Directed full concept-to-launch lifecycle including stakeholder requirements gathering, cross-functional development collaboration, sophisticated administrative dashboards with watchlist capabilities, and unified design systems ensuring accessibility compliance and brand consistency across all federal applications. Successfully delivered Phase 1 launch March 24, 2025, and Phase 2 mandatory compliance September 15, 2025, achieving $5.6M business impact through strategic design leadership that revolutionized how America’s financial markets access and submit critical regulatory filings.

Designed with consideration for multilingual user base and applied cross-cultural design sensitivity from personal multicultural background.

  • Role Specialist Leader, User Experience Design
  • For U.S. Securities and Exchange Commission (SEC)
  • Date 2020-2025
  • Type Enterprise FinTech UX
  • URL www.filermanagement.edgarfiling.sec.gov/
  • Key Skills Axure, Figma, Drupal, Design Systems, 508 Compliance, Dev Collaboration
  • Impact & Results $5.6M contract expansion, 20,000+ users, March 2025 launch, Multi-phase rollout
  • Methodology Lean UX, User Research, Information Architecture, Usability Testing, Agile Collaboration

SEC EDGAR Filer Management website

Legacy SEC EDGAR Filer Management website

Wireframe of Filer Management dashboard

Filer Management (Beta) dashboard

Legacy Form ID instructions page

Axure/Wireframe - Form ID info page

Axure/Wireframe - Form ID account admin page

Axure/Wireframe - Form ID documents page

Design system - colors

Design system - typography

Design system - alerts

API design process feedback

User on-boarding page for enrollment