Process

Process

My approach is flexible and changes depending on what I'm working on and who I'm working with, but I always follow the same core steps:

My approach is flexible and changes depending on what I'm working on and who I'm working with, but I always follow the same core steps:

Research → Define → Prototype → Test → Repeat

Research → Define → Prototype → Test → Repeat

Facilitation

Facilitation

Workshop

Workshop

I facilitated an early insights workshop with product managers and engineering leads, using a high-level card sorting exercise to organise the disparate applications on our redevelopment roadmap into operational groups.

I facilitated an early insights workshop with product managers and engineering leads, using a high-level card sorting exercise to organise the disparate applications on our redevelopment roadmap into operational groups.

Early Insights Map

Early Insights Map

Anatomy

Anatomy

User Flows

User Flows

Collaborating with user researchers, we examined each operational group in detail, mapping out existing user flows ('as is') from trigger point to task completion while identifying gaps and pain points.

Collaborating with user researchers, we examined each operational group in detail, mapping out existing user flows ('as is') from trigger point to task completion while identifying gaps and pain points.

Daily process for checking cash flow

Daily process for checking cash flow

Problems +
Feelings

Problems + Feelings

😖

Frustrated

Morning / afternoon crunch can fail or not load correct market data

🤔

Confused

Outstanding orders are not reliable on CESR system but are on other reports

😮‍💨

Exhausted

Investment Assistants must manually update the hedging model each morning using data from Tableau, otherwise the CESR is invalid

Ideas +
Solutions

Ideas + Solutions

🎨

Design

Include a dashboard design that highlights funds and currencies that have tolerance breaches, so that investment assistants do not have to manually run and check a report per fund

✅

Fix

Crunch issues

✅

Fix

Data reporting problems

✅

Fix

Hedging model automatically updates

💟

Feature

App to show yesterday’s exposure and allow querying of historical data

Challenge

Fear arose that automation might make users' roles obsolete. Having followed the same processes for years, hesitancy when examining daily tasks became apparent. This resistance was particularly evident when investment teams were asked to harmonise processes with other teams.

Jobs To Be Done

Jobs To Be Done

“I want to enter data once and not have to repeat the process for multiple apps."

“I want to enter data once and not have to repeat the process for multiple apps."

✅

✅

Automate sharing data between systems

Automate sharing data between systems

Investment Assistant

Investment Assistant

Trader

Trader

“We can't easily see available cash balances to ensure that there’s enough money to place trades."

“We can't easily see available cash balances to ensure that there’s enough money to place trades."

✅

Show available cash balance on fund

✅

Show available cash balance on fund

“Our cash management process should highlight or alert us to funds that need immediate action.”

“Our cash management process should highlight or alert us to funds that need immediate action.”

💟

Dashboard that highlights funds that are in breach

💟

Dashboard that highlights funds that are in breach

Settlements Administrator

Settlements Administrator

Qualitative Research

Qualitative Research

User Canvas

User Canvas

Having access to real users in the organisation allowed me to create a 'user canvas' that combined personas, empathy maps, and use cases. Presenting information this way helped the product team and stakeholders better understand different user types and groups.

Having access to real users in the organisation allowed me to create a 'user canvas' that combined personas, empathy maps, and use cases. Presenting information this way helped the product team and stakeholders better understand different user types and groups.

Define → Design

Define → Design

Architecture, Design & Prototypes

Architecture, Design & Prototypes

Wireframing the Investment Ecosystem

Wireframing the Investment Ecosystem

Test → Implement

Test → Implement

Testing → Learning → Iterating

Testing → Learning → Iterating

Testing and learning through feedback using an iterative design approach across different fidelity levels: sketches → mockups → wireframes → prototypes.

Testing and learning through feedback using an iterative design approach across different fidelity levels: sketches → mockups → wireframes → prototypes.

Ship

Ship

Design Evolution

Design Evolution

Thank you

Thank you

My journey taught me that patience, listening, and gaining user trust are intrinsic to good design. Special thanks to the researchers who helped make this possible.

My journey taught me that patience, listening, and gaining user trust are intrinsic to good design. Special thanks to the researchers who helped make this possible.

My journey taught me that patience, listening, and gaining user trust are intrinsic to good design. Special thanks to the researchers who helped make this possible.