Led design team in creating a website model for rules-engine-driven financial portfolio advisor site. Overcame numerous design issues, integrated functionality with existing legacy services, provided documentation leadership in identifying business rules and functional needs.

Challenges

The focus of this project was on:

• Capturing the workflow in documentation and in UI design
• Improving usability and efficiency
• Creating a "wite label" product that could be effectively distibuted to partners, re-branded and supported

Solutions

We worked closely with the Business side and in-house domain experts to produce a marketable solution.

Provided a clickable site model that conformed to the workflow, allowed stakeholders to sign-off on the experience, and served as design guide for the development team.

A styling theme that allows the Account Manager to focus on accomplishing a complex range of tasks without visual distraction.

Flexible information tagging so that the service could be customized for clients.

Business Requirements, Demo Site, Wireframes, Design Specifications, Private Label.

The biggest challenges: Capture requirements and workflow and deliver a working model website within an aggressive schedule. Biggest advantage: Strong operational support from the manager of User Experience, Colin Campbell, and coding support from Javascript Guru Ken Marx.

“John is a seasoned professional who applies his broad experience to complex information architecture problems. He is astute, a quick study, and adept at working effectively within situations of considerable ambiguity. His understanding of business processes and workflow make him a very valuable asset to software development teams and processes.”

Colin Campbell, Manager, User Experience, Standard & Poor's

Financial Business Application High fidelity website model, workflow for portfolio management site, CSS & branding, use case analysis, Business Requirements & Design Specifications documentation