Investment Scorecard ComplianceIQ


Role
User Research, Information Architecture, Interaction Design, Visual Design, Usability Testing, User Interface Requirements

Time Period
Mar 2005 - Aug 2007


Screenshot of dashboard

Screenshot of dashboard

 

When I first joined Investment Scorecard (IS), I learned they had spent a year defining market and business requirements for a new financial services product called WealthIQ. This product was eventually reduced in scope and renamed as ComplianceIQ.

One of my first tasks, after reading a thousand pages of software requirements, was to determine how the product should be organized for its users. I accomplished this by interviewing the different product mangers for the product. The key output from this was an information architecture diagram.

With the product organized, I set out on the task of mocking up and designing the large number of screens that made up the product. This was primarily a mix of dashboards, report building, and rule building screens. We also ran some internal usability tests and were able to improve some of the more complicated workflows before they went into development.

Once the design was complete, I was asked to create requirements that the development team could use to build the user interface. These had to be extremely detailed since we couldn’t work in the same codebase as the developers. When finished, I had written and documented over 300 pages of user interface requirements.

Screenshots of report builder screens

Screenshots of report builder screens

Screenshot of quick report screen

Screenshot of quick report screen

Screenshot of report builder screen

Screenshot of report builder screen

Screenshots of user interface requirements documentation

Screenshots of user interface requirements documentation

Screenshots of user interface requirements documentation

Screenshots of user interface requirements documentation