Reporting Redesign
Embarking on completely overhauling all of the client reports was a daunting but ultimately satisfying venture. For the ESG reports, it provided the opportunity for me to engage in an extended UX research phase, where I was able to gather both quantitative survey data, perform heuristic analysis on competitor products, and conduct hour long qualitative user interviews with institutional clients. The result was, after many iterations, a market-leading report redesign based on client needs and feedback, that still met the complicated regulatory requirements for ESG reporting.
Process
Empathize
Research & DiscoveryUser Research and Competitor Analysis
I conducted extensive research in order to understand what the best examples were for ESG reporting, and what key components would be required for this redesign. This definition was enhanced through user interviews, creating a clear set of requirements moving forward.
Define
Ideation WorkshopsPersona and Journey Mapping Workshops
The personas and journey maps were developed and refined in stakeholder workshops over several months. After the workshops I drafted designs that went through several ideation sessions with individual stakeholders. Once the designs were approved, I gathered data requirements and worked with our business analyst and IT teams to determine feasibility.
Prototype, Test, & Implement
Design, Delivery, and RolloutFinal Designs
After testing and iterating, the final designs went live and both client managers and our clients were delighted with both the additional data availability and refreshed designs. This project allowed me not just to create new designs for our end clients, but to also refresh the entire process from an internal UX perspective, saving our internal stakeholders months of time preparing these reports manually.
Description
Client Reporting Redesign
2019-2023
This major redesign spanned multiple years due to a complete overhaul of data sourcing and integration. However, it became a major hallmark for applying design thinking within the organization to develop best-in-class client materials.