DESIGN
DESIGN
DESIGN
AdvisorPro
Project overview
AdvisorPro is a new business, started with the goal of generating revenue via subscription to digital products and services. The value proposition for the business addresses a major need in the financial advice industry — the inability to see a complete picture of client finances.
The process
The team
MY ROLE
In the first stage of the project, my role was to help articulate the business value and technology approach. This was done though concept models and demo experiences to visualize the impact of various decisions which were being considered.
In the second stage of the project, I was the lead designer for the core platform experience. This presented the data collected from financial institutions in a simple, meaningful way to users.
In the final stage of the project, I directed a team of designers who designed subscription based digital products on the core platform.
Design
Research
Info Architecture
Visual design
Interaction design
Prototyping
Facilitation
Modelling
Design Ops
Agile project planning
Team management
Direction
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Design direction
Experience strategy
WORK SAMPLES
Articulating systems
In the early stages of this project, the team needed to establish a clear vision for the business and technology infrastructure. I created visualizations of how different parts fit together into a larger whole, in order to get support from stakeholders, sponsors and dependent organizations.
WORK SAMPLES
Personas
WORK SAMPLES
Discovery Research
WORK SAMPLES
Content structure
The first design exploration resulted in a structuring of the content based on various user's unmet needs. This informed how the scope was prioritized and sequenced into the team's backlog.
WORK SAMPLES
Dashboard architecture
Research showed that the most important information users need to see when they log in is either a snapshot of their business, or a snapshot of the clients they manage. Various personas prioritize one or the other. They also need to drill down into this information in specific ways. The dashboard leads to the actions they might want to take based on the information they see.
WORK SAMPLES
Responsive layout
Exploring variations of flexbox, grid and zoned layouts to optimize the display of prioritized information and actions. Building a system of tiles which work together in a consistent and reusable format.
WORK SAMPLES
Detailed visuals
Extensive detailed design in the form of visuals and documented rules-of-use, following the existing design system. Following a governance process for new components and updates to existing components. Collaborative refinement of designs with the front-end development team.
