Invent is a leading provider of innovative solutions for the financial services and real estate sectors. Their flagship product is a dynamic data visualization platform that empowers clients to curate bespoke dashboards and reports, utilizing a myriad of widgets.
However, the platform faced several challenges that hindered its usability and scalability. Widgets lacked consistency, customization proved a daunting task, and the absence of future-proofing left the platform vulnerable to emerging trends and data standards.
Invent is a leading provider of innovative solutions for the financial services and real estate sectors. Their flagship product is a dynamic data visualization platform that empowers clients to curate bespoke dashboards and reports, utilizing a myriad of widgets.
The project scope was to redesign the data visualization platform for Invent®, focusing on two main aspects: the widget library and the creation wizard. The project goals were to improve the user experience, reduce development costs, and future-proof the platform widget needs.
Increase user retention by 20% within six months
Reduce development costs by 30%
Receive positive feedback from 90% of the clients
To measure these objectives, I used various methods and tools, such as analytics, surveys, interviews, and usability tests. I also defined some key performance indicators (KPIs), such as number of active users, number of widgets created, time spent on creating widgets, satisfaction rate, etc.
I initiated my project with comprehensive user research that unveiled core user needs:
To understand the user needs and pain points, I conducted surveys, interviews, and observations with 15 existing and potential clients from various sectors and regions. I also conducted an online survey among users of the current data platform. Additionally, I conducted a competitive analysis to benchmark our data visualization widgets against other similar products in the market.
Here are some quotes from the users that illustrate their frustrations:
I synthesized the data using affinity diagrams and created user personas that represented the different user segments and their goals, motivations, behaviors, and frustrations. I also created user journey maps that showed the current and desired user flows for creating and using widgets.
Ideation sprang forth from a collaborative incubator, leveraging cross-functional expertise to formulate a holistic strategy:
To generate ideas and validate concepts, I conducted brainstorming sessions, sketching workshops, card sorting exercises, and low-fidelity prototyping with my team members from product, development, and marketing departments. We also solicited feedback from stakeholders and users through presentations, surveys, and usability tests.
Design and development proceeded in tandem, ensuring a seamless transition from concept to execution:
To create the final design deliverables, I used Figma. I also followed best practices of accessibility, usability, and security. I conducted user testing throughout the design phase to ensure the solution met the user needs and expectations.
I measured and evaluated the success of my solution using various methods and tools, such as analytics, surveys, interviews, and usability tests.
The results showed that my solution achieved or exceeded all the project objectives and success criteria. The feedback from both internal and external stakeholders was overwhelmingly positive.
Here are some quotes from the users that illustrate their satisfaction:
By implementing my solution, Invent® achieved the following results within six months after launch:
I am proud of the impact I made with this project. I transformed Invent®’s data visualization platform with a modular widget library and a wizard-like creation process. I improved the user experience, reduced the development costs, and future-proofed the platform widget needs. I helped Invent® achieve their vision of empowering clients to create stunning data visualizations with just a few clicks.
