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User Research: RiskAnalyst
[Work samples will be provided upon request]
About: Moody’s Analytics RiskAnalyst provides a detailed view of each customer across a wide-range of assets including company financials, real estate holdings, borrower financials and other pertinent data.
Role: Lead user researcher, led 1 designer
RiskAnalyst had complex workflows and required users' insights to make the product more usable and effective. I led a research project where I planned and managed the following activities: recruit users and schedule interviews, create a usability test plan, visit user's workplace and observe them use the product, analyze the information, create an actionable plan to improve product.
User Research Goals:
- Evaluate the usability of the financial spreading grid
- Obtain a deeper understanding of users' routine and spreading grid usage
- Determine users' pain points while using the product
- Identify ways to save users' time and automate tasks by observing them use the product
Creating an affinity diagram and analyzing research data to determine product interactions
Lo-fidelity wireframes and hi-fidelity mockups for new features and to enhance existing features
- Data gathered from previous interviews was analyzed by affinity diagramming. Based on the themes that emerged, the top issues to be addressed were identified
- Lo-fidelity design concepts were created to address known issues.
- Further, inputs from product experts led to more discovery and designs were revised accordingly. The lo-fidelity wirframes were then converted to hi-fidelity mockups.
- A total of 6 users were interviewed in their workspaces. They were given a sample financial statement and asked to spread the financials as they would, normally.
- Observing how the users went about the tasks and listening to their experiences using the product was very insightful.
- They were then presented with the redesigned UI and asked for feedback.
- A large amount of data, including pain points and wishlists, were collected in addition to gaining a perspective of the product through the users' eyes.
- The information collected was organized and analyzed. This directly fed into the refining the new designs.