Private Label Financial Software
(3 mo.)
Informa Investment Solutions (IIS) offers a suite of financial management products which are marketed as "private label" services to be used by Blue Chip financial clients. Target Deliverables: Clickable prototype demo site, integration of Informa’s brand styling, implement “best practices” standards, improved usability.
Challenges
The suite of financial management software have grown as a result of both internal development and acquisition. Informa wanted to:
- present the Informa brand and branding style consistently and attractively across all products
- improve the usability of their core functionality across all products
- allow their products to be seamlessly customized to conform to their client's brand
- allow their products to be seamlessly customized to conform to their client's workflow
Solutions
- Interpret and formalize Informa's Style Guide into consistent, customizable, reusable CSS tags & tables
- Provide improved usability for terminology, navigation, page layout, and process workflow.
- Reorganize application structure to reflect efficient design norms and accessible standards (refocus around the Dashboard).
- Customize the result to fulfill specific client needs.
This was a classic infrastructure project: very tech-oriented, yet with a focus on engineering in the design flexibility for client customization.
Workflow-driven Business Application Interaction Design, fluid multi-product stylesheets, UxP recommendations, taxonomy, telecommute