The ultimate data sources for financial services and insurance industries.
About the Customer
The leader in data hygiene services and expert in data-driven market insight. The client provides for their users a consolidated view of the financial services and insurance industries, including 40,000 firms, 800,000 retirement plans, and over 2 million professionals.
Business Goals
Refresh current product visual look, to make it more appealing for potential customers, to ensure the company’s growth. While adding a number of new functionalities to cover the needs of new customers.
Project Objectives to cover
• Better user experience:
Fix usability issues, make friendly a consistent, and holistic design.
• Self-sufficiency:
Should target the growing requirements for mobile user growth
• Make a scalable and flexible interface.
The design should be able to extend with additional functionality.
What the team
Our team consisted of 2 Senior UX designers and one Lead Designer.
The leader in data hygiene services and expert in data-driven market insight. The client provides for their users a consolidated view of the financial services and insurance industries, including 40,000 firms, 800,000 retirement plans, and over 2 million professionals.
Business Goals
Refresh current product visual look, to make it more appealing for potential customers, to ensure the company’s growth. While adding a number of new functionalities to cover the needs of new customers.
Project Objectives to cover
• Better user experience:
Fix usability issues, make friendly a consistent, and holistic design.
• Self-sufficiency:
- Provide for users self-explanatory tools that are easy to use, thereby minimize Account Manager support.
- Give users the ability to get more done via interface rather than download data in excel (minimize excel)
- On-boarding Wizard
- Marketplace
- Updated Profile Views
- Alerts, etc.
Should target the growing requirements for mobile user growth
• Make a scalable and flexible interface.
The design should be able to extend with additional functionality.
What the team
Our team consisted of 2 Senior UX designers and one Lead Designer.
What we have done
Discovery phase
Design team traveled to customer location to conduct a full-scale design workshop, which included: customer research, business goals research, featuring prioritization, user experience solutions brainstorms, and wireframing sessions.
Design team traveled to customer location to conduct a full-scale design workshop, which included: customer research, business goals research, featuring prioritization, user experience solutions brainstorms, and wireframing sessions.
Ideation phase
While being in the Kyiv design team continued to develop new functionality solutions in close collaboration with the client team. Conducting daily meetings to ensure matching of business goals with provided solutions.
While being in the Kyiv design team continued to develop new functionality solutions in close collaboration with the client team. Conducting daily meetings to ensure matching of business goals with provided solutions.
Visual phase
At this stage, I started with creating a visual language and developing the design system. It contains a set of design principles, a detailed component library, and complete design documentation.
At this stage, I started with creating a visual language and developing the design system. It contains a set of design principles, a detailed component library, and complete design documentation.
On this basis, I produced pixel-perfect and flexible layouts that have to cover good quality of representation data and accessibility from desktop, mobile, and tablet devices. Preparation of all mockups and assets for development use, in addition to describing all product functionalities. Also was developed high fidelity prototype according to main user flow and validated with domain experts.
