Creating concept of an intelligence dashboard
Experience Definition process to create concept of an smart dashboard that would combine Thomson Reuters data with financial data from bank. This multiple data combine with algorithm-based platform create intelligence dashboard that would improve the efficiency of relationship managers.
UX & UI Designer:
EXPERIENCE DEFINITION PROCESS
One of the main tasks as risk manager is analysing and making summaries about world events, financial reports, and major news that will or will not affected clients’ portfolio. This activity is taking a lot of time and sometimes is not done properly when they need to make a quick calculated decision in this dynamic and fast-changing industry.
I began right after kick-off meeting with ethnographic research to get a better understanding what kind of the goals and information this dashboard will be handling. I started to have interviews with risk managers to learn their workflow and obstacles. One of my key findings is risk managers spent nearly 40% of their working hours to collect and analyze information before sending it to their clients.
I also went to have a more detailed research by recording risk manager activities from the morning until the end of the day.
I wanted to understand how they handle their times between analyzing the trend market to their clients. The result helps me to shape the idea and list down the key features for the dashboard.
We created low fidelity wireframe and build small prototype. We tested the wireframe on real user. In this usability testing we give a certain task for the subject to do it on paper and ask their opinions and feedback afterwards. We write down the blockers and mark the success factors.
The dashboard increased efficiency and accuracy of risk manager. The platform have helped them to have better analysis market for their clients. Backed up by comprehensive data and curated news summary, the risk manager is more confident when giving their clients their recommendation.
The dashboard was well received by the Thomson Reuters sales teams and is being demonstrated across Asia in a regional roadshow.