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Company Name: Moody's Analytics
Project Role: Product Design Strategy / UX lead for financial anaytics and data visualization, benchmarking application design, and collaboration with Vendor Client (QlikSense platform)
Press Release:
Business Wire
Responsibilities:
- Simplify user flow for complex BI tool design
- Define charts and graphs based on types of data sets
- IxD based on feasibility of BI tool platform and Components library (mashups)
- Collaborate with third party BI application teams and internal engineering architects to define functional specs for ease of implementation
Challenges & Problem Solving:
- Collaborating with Qlik engineers and figuring out intuitive solutions by way of simplifying flow was our primary goal
- Integration of QlikSense library and adding custom charts and visualization elements was a challenge.
- Customization of angular components for Qlik platform compatibility
- Intuitive map integration and region based search for different benchmarking visualizations
Benchmarking User-flow
Dashboard exploration
Version 1 exploration for dashboard
Dashboard and filters exploration
Version 1 exploration for dashboard and filters panel
Dashboard IxD
Filters Panel IxD View
When user interacts with portfolio filters within panel. Dynamic refresh of visualization is obtained as user selects different variables in the filters view.
Portfolios Detail View
Each tab displays unique visualizations based on region distribution, metrics, etc.
Portfolio Management Detail View
User can manage portfolio archives, or upload new portfolios to the database.
Responsive Design on Touch-Screens
Explorations for future scalable design on different touch screen devices
Design Evolution for Dashboard
Exploration of design based on new platform components library guidelines
Hi-fidelity for Dashboard Design
Hi-fidelity: Portfolio Management
Use-cases for Error Validations
Wireframes for validations within various interaction points
Hi-fidelity: Validation View
Validations Specs and Use-cases
Product Mockup: Commercial & Industrial Benchmarking
Product Mockup: Commercial & Industrial Risk Metrics