Visual Designs
A centralised, searchable document hub for fund managers — replacing scattered drives and email chains with a structured compliance-grade repository powered by intelligent search (iKE) and automated audit trails.
Interactive commentary to enhance client & Financial advisor collaboration on documents. Global distribution of the Digital file Repository with multiple channels. Overview analysis capabilities of all the Global Repositories. Encrypted cloud based document storage & sharing between the Client and Financial Advisor in a central location.
The goal is to understand the current landscape & help in-house users analyze and segregate the importance of repository counts and data. To design a Repository management portal considering reducing cognitive load. To provide a modern customer experience to various modules of the organization.
The KIID and/or KID contain essential information and key facts about the UCITS fund aimed at helping investors make informed investment decisions about whether the particular fund meets their needs.
Applied the Double Diamond diverge–converge framework with a focus on Purpose (the outcome), People (the involvement) and Process (the flow) — running within 2-week Scrum sprints from Product Backlog through to Build Increment and MVP.
We started with Affinity mapping where we sorted ideas into different groups or categories based on their relationships to one another — clustering pain points, journey moments, and opportunities from contextual inquiry sessions.
Product benchmarking helped us identify the strengths and weaknesses of existing tools and identify market leaders based on the benchmarks established.
Compared various direct and indirect competitors to understand existing features in the market as well as other UX metrics like usability, satisfaction and ease of the product.
Stakeholder interviews are a great way to get the lay of the land. It helped us to understand user behaviour, distinguish constraints, and identify pain points. At the beginning of a UX research and design project a Stakeholder Interview should be conducted in order to find out:
| Anticipating | Explore | Filter | Search | View / Export | Find Other Reports | |
|---|---|---|---|---|---|---|
| Tasks | Will be able to monitor and analyze the repositories easily & hassle-free. Find repositories for different departments and reports required. Export/View the required data from reports. | Goes to Reports section from Primary Navigation. Finds the required report in the Recent/past reports. Couldn't find it in recent reports. Browses through different report sections through different Geographical views. | Selects the required account. Selects the date range. Sorts based on report number etc. Views list of reports. | Types the required report number in search field. Search results are generated as a list. | Selects report to view in browser. Click on generate report. Select fields to export report. Select format. Click export/download. | Using the breadcrumb, goes back to overview home page. Clear filter options. Find other reports. |
| Positive experiences | Dedicated page for report & analysis. Quick understanding of transactions/finances. | Quick access to all reports. Do multiple analysis and go back and forth between reports. | — | — | — | — |
| Negative experiences | — | Couldn't find the required report, navigated to different sections. | Tried multiple combinations in filter, but results were not found. | — | — | Got confused how to go back to the main screen/remove filters. |
| Feelings | 😊 Optimistic | 😐 Neutral → Frustrated | 😐 Uncertain | 😊 Hopeful | 😊 Satisfied | 😊 Recovering |
Information architecture aims at organising content so that users would easily adjust to the functionality of the product and could find everything they need without big effort. IA is a science of organising and structuring content of websites, web and mobile applications, and social media software.
There are many different paths that users can take. User flows are often modelled as flow charts with nodes for each of the major navigational paths. The purpose of user flow analysis is to identify the main user flows through your app or website, and identify areas where the navigational flow can be improved.
A simple pen & paper low fidelity wireframe designed, based on Client interaction which leads us to understand the point of view from the user research perspective.
Information architecture aims at organising content so that users would easily adjust to the functionality of the product and could find everything they need without big effort. IA is a science of organising and structuring content of the websites, web and mobile applications, and social media software.
Built a component library purpose-made for document management interfaces — data-dense but never cluttered. Every decision optimised for speed of information retrieval under cognitive load.
Final UI designs for the KIID Repository platform — covering the document intelligence dashboard, alert management, and repository views.
