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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

Methodology:
  • 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.
Outcome: Users greatly appreciated that their feedback directly impacted the design. The design team successfully used the users' inputs to address the pain points and enhance the user experience.
Tools used for design: Paper sketches, Adobe Fireworks
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