This case study focuses on an enterprise software design project for a group of global financial consultants. The goal of the project was to redesign an ideation and risk management platform to help the group work with clients to create, discuss and audit many potential cost-saving ideas.
Since we were designing the application for internal use, I worked with a primary stakeholder in the company to do research. The output of this research was detailed information for eight persona types, user stories for each persona type, known challenges and an organisational model of the current system.
I planned and facilitated workshops over the course of two days so the team could take part in the project definition and design process. Research from the previous step helped set the stage for these workshops. We did design studio, a design pattern review and a 20 second gut test to determine aesthetics preferences.
With the high-fidelity wireframes design finished, I started working on the visual design using cues from the aesthetic direction exercise we did in the beginning of the project. Having high-fidelity designs done and some light branding makes the visual design step much more straightforward and it’s easier to look at different aesthetic directions.