The case studies below show a range of projects including a mobile app, global trading application replatforming and the design of a suite of wealth management web applications. Each will show:
Project: Deliver the firm’s first mobile app for wealth management clients.
My Role: I headed the project and interacted with senior business owners, wealth management clients, financial advisors, vendors, development and QA.
UX Deliverables: User Research: Interview guides, online card sorting, wireframes, stakeholder interviews, final Listening Channel Report. Visual Design: Multiple iterations approved by business and select clients. User Interface Specifications: Annotated high fidelity screens in Axure and shared via HTML.
Value: This initial mobile app by the firm was delivered on time and within budget, with rich insights that could be leveraged for future releases
Project: Replatform both the front end of the world’s largest electronic foreign exchange broking platform with average daily trading volumes of $220b
My Role: Lead the UX stream by conducting global user research that would guide the redesign of an application with a highly change-averse user base. I worked with Portigal Consulting to help supplement the researchers and I facilitated every global interview across five countries.
UX Deliverables: I developed the approach to this large-scale UX project, created the interview guides, conducted stakeholder interviews, developed prototypes, and synthesized the findings into a large final research report that was presented to the CEO.
Value: This project provided the company the insight it needed to implement the biggest design changes in over twenty years.
Research findings allowed the company to move from a screen that rarely changed to a new, flexible screen to compete in today’s FX environment (which is eerily similar to my original research wireframes).
Project: Develop powerful, yet simple-to-use web applications for financial advisors to do things such as view overall client status on one screen, rapidly create proposals and change their risk profile. This was a multi-year project that was developed in an agile environment, which was new for the bank. b
My role: I was the lead on this project where I worked closely with senior business partners, users in the field and developers. There was a single project but it consisted of many projects.
UX Deliverables I was responsible for:
Value: This saved the users many steps and time, new features they had been asking for, as well as gave them new tools to deliver a better experience to their clients.