27
Contextual inquiries (users)
Asset management software with more than 30 years in the market. Used by 20 leading asset management companies worldwide. The challenge of the ux design team was to redesign it and to leverage it to the top of the market.
Supported, and ultimately lead, a 3-year-long redesign of this web solution. Facilitated co-designing workshops with both client and technical decision makers. Leveraged user-centred design principles to solve user needs and define business goals. Conducted iterative user testing session with users to validate final designs. Collaborated with business analysis, user research and testing, as well core interaction design decisions.
Ux designer
Research Methods
Ideation
Visual Concepts
Usability Tests
Prototyping
Axure rp
Illustrator
Dev UX documentation PT and EN
I conducted contextual inquiry in several portuguese financial companies and conducted several sessions of card sorting, in order to understand our users needs, behaviors, things to improve and learn financial terms.
My team and I went to talk with the users in order to understand their pain points. Conducted 27 contextual inquiries in 5 banks and insurance companies in order to understand their pain points and opportunities to improve. Watched the investment managers, supervisors, operational and financial analysts at their daily normal work tasks. Registered more than 100 use cases, and we identified several improvement opportunities.
In order to build a new architecture information, I conducted card sorting sessions so that the new architecture was aligned with the users' mental modal. It was several sessions with 11 users with more than 30 post its.
Time to ideate and create concepts.
Through paper prototypes we created the user flows and mockups. Using paper prototypes allowed a more collaborative design sessions with the client.
Twice a week we had workshop sessions with the client and technical leads. This allowed a more agile approach and involvement of the client.
In order to validate the architecture information and the mockups, we did user testing. I built a prototype using axure rp, conducted user testing and presented the results. We did several sessions of user testing with different areas of the product.