Leonteq - Investment platform user research and design
E-portal was an initiative to consolidate different applications into one platform both for investment bankers and clients.
Team:
- 1 Agile Project Manager
- Product Owner and SMEs
- 3 Designers (🙋🏻♀️)
- Development Team
- User Research
- Wireframing
- UI & Component Library
- Usability Testing
Process
After the requirements gathering in JIRA, I've put together the wireframes. These were then iteratively reviewed by the SMEs and the Product Owner until they were approved.
Tools
BalsamiqJIRA
Process
In parallel with UI screens, we also put together a component library to maintain consistency and to speed up the development process
Tools
SketchInvisionAvocode
Methods
- Shadowing: I joined two of the SMEs to see how they do their daily work and what applications they use
- SME interviews: they explained their work process
- Data analysis of current process
- Workshops to define epics
- Interdisciplinary agile requirements gathering meetings to define user stories
Tools
ShadowingInterviewsWorkshopsData and Process Analysis
Process
I've put together a clickable prototype and organized a usability testing session to test the main flows of the application before handing it over to the development team. The overall usability score was 9 out of 10, but we've made design adjustment on the smaller details, where we discovered a usability problem.
Results
9/10
Usabilty Score
Higher customer satisfaction- Improved user satisfaction