( Unfortunately, due to the sensitivity of content, I cannot show high resolution designs on this website. )

The problem.

Our meager task was to integrate over a dozen complex, proprietary software apps used for the primary securities auction bidding process used by Wall Street investment traders, and the administers from the Federal Reserve Bank and the U.S. Treasury, who monitor the process.

Solution.

Design and build one seamless system providing secure access for multiple user-types to the task-oriented system. The system needed to provide access to traders making bids, as well as Fed and Treasury staff for monitoring activities.

Research

Based on older interfaces and business requirements, we took sketches with us to interview investment bank users - making rapid prototypes with subjects.

We conducted numerous workshops with Treasury and Fed stakeholders for the purpose of data gathering, as well as gaining consensus and validation around designs and data elements.

Deliverables

  • Over several months we designed with high-fidelity wireframes/comps to expedite stakeholder design review meetings.
  • Edits to over 200 design "comps" were made mostly on the fly for instant validation.
  • I also produced a style guide describing page flows, templates, modular components, all design elements.

My role

Early phases shared all user research duties with senior IA, user Interviews on Wall Street, and stakeholder workshops for the Fed and Treasury in New York and DC. I worked in direct support of the senior IA throughout, eventually splitting duties so I could work on a comprehensive style guide.

Once the style guide was complete, I worked closely with developers to maintain design integrity, answer questions they have about functionality, and update the style guide contributing bi-weekly releases.

Other team members were Monica Stoddard and Howard Tempero.