This case study focuses on an enterprise software design project for a group of global financial consultants. The goal of the project was to redesign an ideation and risk management platform to help the group work with clients to create, discuss and audit many potential cost-saving ideas. Since the users was the client themselves, all user testing was done with internal stakeholders throughout the design process. This case study walks through each step of the project to highlight the process.
Every project requires time and effort estimates that are grounded in some sort of reality in order to set realistic expectations and time frames. I did some initial exploratory work to better understand the project and create some definition. Once I gathered enough information, I produced a proposal that outlined various project details.
☉ Initial Scoping
- Describing the type of work being done
- Some initial personas and user story development
- Defining the project deliverables
- Defining the number of screens that need to be producted
- Information architecture to define potential navigation
☉ Project Proposal
- Project and design process, steps and time frames
- Deliverable types and concrete examples to set expectations
- Project requirements, scope, assumptions, time, effort + cost
- Standard project terms and conditions
3. Kickoff Meeting & Workshops
Kickoff meetings and workshops are great as it gets everyone in the same room to take part in very early steps of the project definition and design process. Research from the previous step helped set the stage for these workshops. The goals of the workshops were to discuss data intensive interfaces and the design process. As well as to create some early definition around visual aesthetic preferences and do collaborative design together. Below are a few activities from the workshops.
➟ See my post on UX Facilitation Methods
❍ Design Pattern Review
Design pattern reviews are helpful in educating the group on how and why specific design patterns are employed in certain contexts. Since this project included data intensive design, we reviewed data intensive UI’s to understand common patterns and have a general conversation about how these types of interfaces can be successfully designed.
❍ 20 Second Gut Test
The 20 Second Gut Test is a great way to establish early aesthetic preferences in visual design for project. I collected various UI designs with different stylistic executions. We used this exercise to quickly narrow in on three that the group preferred. When it was time to start the visual design process, this step made it much easier and faster.
❍ Collaborative Design
Design Studio is an exercise where key stakeholders of different roles and or backgrounds are engaged to take part in a focused and time-based sketching exercise. We used design studio to sketch design ideas for the Workspac of the UI and one of the main screens. I then took these sketches into the next round and produced low-fidelity designs.
☀ Client Testimonial
❝ Jess did a great job taking my team from having a raw idea for a product to having a fully fleshed out and functional user interface. She took the time to understand what our core business problems were and iterated through an increasingly detailed set of designs until we had a final product. ❞