PRoject Overview

Office Cloud is an online application that allows independent advisors to manage multiple client wealth portfolios and run customized reports and presentations. Components are charts and tables that live within Office Cloud, used for analysis on client data. 

Several teams worked on different components within the application. However, many teams built these components in silos, geared for their specific needs, which resulted in different UI/UX patterns that didn't scale properly across the application.



Identifying the Problems







Designers’ reluctance to conduct user research came from a lack of familiarity. Some had no experience with user-driven design and others felt uncomfortable with the process.

Since we already had existing software, I helped faciliate usability testing to properly investigate which component aspects were successful for users, and the aspects that
weren't working. 





After running usability tests, we uncovered some key insights:




  • No user research involved throughout the design process of components. 

  • A growing list of components that had been designed in silos using various UI/UX patterns.

  • Designers did not have clear guidelines for contributing new components.







Explored Ideas



User research allowed us to make title rules for existing components, helping users contextualize
the presented data.





Isolating component settings to one consistent location across all components. 







Responsive Design
Developing responsive rules that would allow data to be analyzed at all sizes.





Standardized Design
Documenting standards for charts and components to create a baseline for common chart design.




Observed Insights


  • Improved titles allowed the user to quickly view and understand the data.
  • One centralized location for component settings eased the learning curve, eliminating any guesswork for users.
  • Moving all settings under the gear icon opened up space to display more data visualization.
  • A foundation for component standards was created, allowing designers to easily contribute to new components.
  • User research provided a clear understanding of the successful components and those that needed improvement. Designers understood the value in doing usability testing.



Next Steps

Feedback-Driven Design

Working with UX designers who were new to user-centered design introduced many challenges. However, I facilitated Product Design Talks to educate designers on how to incorporate user-centered design techniques into
their practices.