Business Situation:
A private equity firm wanted to create an application that would enable their financial advisors to access internal databases to create their own dashboards and reports.
Solution Story:
Imaginet’s User Experience (UX) design team worked closely with the Business Intelligence team to understand the context of the tool within the work environment as well as the specific functionality they were looking to include. They performed several remote collaboration workshops with the team and discussed the concepts with a core group of users to facilitate alignment between those requesting the data and the BI team.
They used that information to create intuitive interfaces that highlighted key functionality while working within the technical structure of the environment.
User Experience (UX) Services:
- Workshops
- Focus Group
- Interaction Design & Prototyping
- Visual Design
Total Duration: 3 weeks
WORKSHOP SESSION
WIREFRAME
VISUAL DESIGN
Value Provided
- Facilitate Internal Team Alignment
- Intuitive Interface that integrated with technological framework
- Accelerated Customer Adoption
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