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Financial Analyst Dashboard

Financial Analyst Dashboard


I worked as part of a multidisciplinary team (business analyst, data scientist, back-end developer, designer) to design a UI and create a prototype for a major finance institution. The application was designed to help analysts gather insights on the performance of the articles they wrote and enable prioritized followups with readers. The application would have two main views, an article overview and an author overview.

Team Challenges:

  • No direct access to user base

  • Short timeline

  • Lack of access to proprietary data


Solutions:

  • We crafted specific questions to be asked of users as they reviewed our designs and prototypes in order to gather useful feedback

  • We iterated quickly based on the feedback we received and the design and development of the UI/prototype were done in tandem in order to meet timeline goals

  • Simulated data was used to show various potential views

Personal Challenge:

I was brought onto this team specifically to design the UI so I had to get up to speed quickly about both the project and the industry.

Additional interaction views are included below: