Saas B2C Plataform for funds of investments
Project mission
Redesign the "Investment Funds Overview" area of the broadcast+ software, aiming to update the look and user experience of the product to increase the conversion rate.
Business requirements
Tools
Miro
Figma
Team
1 Product Designer
2 Developers
1 Product Owner
My roles
Product Designer
UX Researcher
Dead-line
8 weeks:
Research/Analysis: 1
Prototyping: 5
Planning and processes
The project went through 5 non-linear stages, so that the entire project reflected not only in a market-level experience but also in a competitive international product.
If you want to skip to the UI results click here.
1 -> Research
2 -> Wireframing
3 -> Architecture validation
4 -> High-fidelity prototyping
5 -> Final validation
Research
I conducted a comprehensive analysis of the current product, aligning with the client on the features and information to keep or add, including chart and table widgets. Next, I performed a benchmarking of national and international platforms, highlighting strengths and weaknesses in product and usability, helping the product manager to better plan the product lifecycle and the phases of the project.
Imersion
to better understand the product and the market with the platform's product manager.
AS-IS mapping
Mapping the journey and the features and information already existing on each screen.
Benchmarking
12 global references
3 regional references
Wireframing as technique for optimization and rapid validation
I followed a process of creating wireframes for each screen with the objective of quickly validating the structure of functionalities and content, greatly optimizing the progress of the project in the ideation and design phases.
High-fidelity prototyping
After each wireframing validation, I started building the screen, using the client's style guide as a basis, while also defining some important assets that we didn't have yet, such as font-style, color-style, and component standards. With each construction, I also validated with the development team to understand if there was technical feasibility for the proposed solutions.
Prime-NG
As a UI framework defined to facilitate front-end construction by developers.
Am-Charts
As a construction service for all the graphics, standardized visually by me.
AS-IS
Some screens from the old experience
Final validation
The final validation was done by the client's product manager, who congratulated me for being able to reflect exactly what he envisioned in a clean and clear way.
Results
28 screens produced
considering all the scenarios, flows, and features defined as MVP in the workshop.
Market Reintroduction
This project was a stepping stone for the competitive reintroduction of the product into the market.
