Alterest is a B2B SaaS fintech platform, specializing in data delivery, in-depth analytics, and flexible reporting on loan portfolios and asset classes.
Visit websiteI was the sole designer working cross functionally with the product owner, sales and customer service folks and developers.
User Research: User Interviews, Persona Mapping, Information architecture
Design: Sketches, Wireframing, Design system, Prototyping, Usability Testing
Timeline: 6 months, launched in 2022.
Improve the overall efficiency in using the platform by digging deeper into common user journeys to identify opportunities to engage users more effectively and meaningfully.
Overview of the process:
In order to gain valuable insights and drive user-centric improvements, we conducted a comprehensive analysis of how users are currently interacting with and experiencing the platform.
A survey was conducted engaging the client's portfolio manager and data champions to determine the company's reasons for using the platform and the most used features.
Then the users were asked to complete a series of task during a contextual interview and their interactions were noted to understand how the platform is being used.
Conducted Interviews with the data team that helps manage client dashboards and customer support folks to understand where the client faced blockers and outline the most persistent issues.
This also helped us understand what kind of modularity and features would be needed by the customer to use a self-serving feature.
Through the discovery process I uncovered three primary roles within our customers and discovered how they used the platform:
As part of the revamp to establish standardization, I created a design system that works both for light and dark theme.
Style guide: Created design tokens such as its logo, color palette, shadows, typography, and graph colors(data visualization) as well as how they should be used in various contexts through a style guide.
⚛️ System created based on Atomic design principles.
📐Components catering to cross-platform responsiveness.
🎨 Components for both light and dark theme.
📊 Guidelines for data visualization.
Leveraging the endowment effect and insights from user research I introduced theming and brand identity to the dashboard. Allowing users to customize the dashboard with their brand colors and logo.
The design process started with creating the existing user interface and introducing subtle improvements in the dark theme.
Improved the UI for users to easily customize and run analytics to generate visualizations for creating reports.
Optimized for data visualization and allowing customization for converting the reports into printable, standardized formats.
It became the most used feature by portfolio managers, leading to the inception of a self-serve feature.
A self-serve tool of the platform that automates data ingestion, running analytics and generating reports through an intuitive UI and basic SQL knowledge.
This tool was designed for data champions—users adept at running basic SQL and proficient in utilizing the platform. The goals was to empower such users in setting up analytics and automating report generation which was earlier done by the Alterest team.
Drawing insights from contextual interviews with data champions—I developed a user journey map for the self-serve feature that would enable users to use various platform features to create workflows to generate reports.
Based on the information architecture designed I created low-fidelity wireframes using Balsamiq, followed by designing high-fidelity prototypes used to conduct usability tests.
☑️ Solution: Add a layout feature that expands the visualization to the full screen.
☑️ Solution: To try different views for the tabs at the bottom, like "the inspect window option on browsers" or include them in the main window.
Information architecture
UX research
UX evaluation for a website revamp to enhance user experience of planning and booking a visit to the zoo.
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