March 2020
This project started a couple of months before the Covid-19 breakout, therefore user testing was not able to get done. But we managed to work through a process of interviews with specialists and advisors and to potentially pin-point a couple of problem areas on the product.

My role in the project was to lead and facilitate two UX-design interns from Berghs school of communication. To help stakeholders understand a user centric approach, provide design through a UX-design process and to participate and contribute with recommendations and guiding in requirement meetings with the supplier.

Process - Trading platform for mid-corp clients - March 2020

⚪ Understanding the product
⚪ Informing/educating on what UX is
⚪ Interviewing specialists/advisors
⚪ Clustering insights
⚪Taking action on low hanging fruit
⚪Creating low fidelity WF’s
⚪ Testing
⚪ Creating High fidelity WF’s
⚪ Requirement meetings with supplier
⚪Support & guiding

Introducing UX

This was the first time many of the involved stakeholders worked with UX and a design thinking approach.
Therefore, it was very important for us to create an understanding of what UX is and how it creates value for our products. We did a presentation for everyone in the team, and during the project we worked side by side with the trading specialists to make sure that they could understand our work process and in order to keep frequent communication.

Understanding the product & the work process

In the trading spectrum there are a lot of internal terms that are used, so it was very important to get educated on the specialists profession and how it relates and differs from the end users knowledge base.

We started off by arranging meetings with stakeholders and specialists on the subject. An introduction to what the product is and what value it brings for our customers. Also making sure we understand what the ambition is with the new interface.

We went through the test environment to discover more about what frictions & potential pains there were with the current interface.

Interviewing specialists.

In the beginning of march it was impossible for us to recruit customers to do interviews (coronavirus outbreak). Therefore we decided to start interviewing the specialists that worked closely with the customers.

We did 1 hour interviews with 6 specialists and gathered information about how they work and what they experience that the customers are calling about. Also on how they on-board new customers to the trading product. We clustered our insights and found some patterns that we could draw some conclusions from. Our work focused on the first part of the diamond.