MARKETX
Enterprise Dashboard
An enterprise dashboard that highlights and organizes information for Chinese investors and help them monitor investment status easier.
DOMAIN
CONTEXT
Finance
Chinese
UX/UI
Team Work

MarketX is a cross-border financial platform, and it needs to build a new product -Enterprise Dashboard - and demonstrate to investors. I started the design with contextual research and rapid prototyping.

The final built product  allows Chinese investors to achieve their financial objectives by re-envisioning the personalized dashboard and making monitoring investment status easier. The design specifically caters to the Chinese users. I was in charge of exploring design solutions and executing design with engineers.

ROLE & RESPONSIBILITIES 

My role in this project was to help MarketX translate their vision into a compelling design of an enterprise dashboard. I brainstormed with executives, participated in user research, mapped user journeys, and designed the desktop and mobile app of the dashboard to help MarketX present the product to investors. ​

THE CHALLENGE

The challenge was to present tons of information in a dashboard that makes sense, clearly indicates what enterprise users need to know, and is visually appealing and in line of MarketX’s branding and visual identity. This dashboard is intended to be used mainly by Chinese-speaking people, and one of the specific goals of MarketX is to create a design that ‘feels native’ to Chinese users.

DESIGN PROCESS

Uncovering features

We started by interviewing both current and potential Chinese investors to gain insights and understand what features they want to see in a dashboard.

Numbers

*  Estimated Return on Investment

*  Number of Investments Made

*  Number of Clients

“In short, I need to get a clear understanding of my investment outlook just by taking a glance at a few numbers."

Data Visualization

*  Expected Return By Category

*  Client Data: Average investment made per client, Daily/Monthly/Yearly data

*  Asset Breakdown by Category

“In addition to see how much I’m expecting to make for each category of investment my enterprise is making, I also need to get a whole picture of how much my enterprise’ clients are investing.”

*  Recommended products

*  Overall layout

*  Font, Color Scheme

Localization

Query Table

*  Investor ID (hashed)

*  Investment Class/Category

*  Fund number

*  Investment Project

*  Transaction Time

*  Amount Invested

*  Expected APY

*  Investment Progress Bar

"Among all the user data, what do we show? "

We went from 40+ attributes of user data into the following list. The Query table should also have download transactions and view more options.

RESEARCH INSIGHTS

How do we organize these features?

We started by interviewing both current and potential Chinese investors to gain insights and understand what features they want to see in a dashboard.

Numbers

Data Visualization

Localization

Query Table

Up-to-date

Clear

Readability

Feels native

Flex time range

Comprehensive

Historical

Transactional

Downloadable

PERSONA CREATION

Based on the research, I developed 4 key personas and made them the north star. The personas helped us develop need statements which helped the team prioritize what users needed the most.

Jennifer

Venture Capitalist

Need Statement:

Jennifer uses enterprise dashboard to quickly communicate to her boss of how their investors have been doing.

Pain Points:

 

She feels frustrated when she needs to go through all the data and manually summarize key indicator numbers every time.

Thomas

Financial Advisory

Need Statement:

Thomas has trouble to tell the investment outlook for his enterprise.

Pain Points:

 

Thomas has to take extra time to predict return by investment class and sometimes make educated guesses.

Need Statement:

Danny is eager to invest but doesn’t know where to find new products to explore.

Pain points:

Danny wants to stay up to date regarding investment options from trusted sources.

Danny

Investor

Need Statement:

Penny needs to present to her seniors regarding investments made during certain period of time for analysis purpose.

Pain points:

She is frustrated by how many times her excel crashes on her.

Penny

Analyst

CONCEPT IDEATION

Through these personas and research, we saw that the dashboard all comes down to: showing data clearly and visually, provide info about new products, and allow users to access query results effectively.

To validate the ideas, we went from whiteboard to wireframes to hi-fi prototypes.

NEW EXPERIENCE

Desktop + Mobile

Designed by Chelsea Zhou. 2020 All rights reserved.