My Role
Product Designer - Research, Interaction Design, UIUX Design, Prototyping
Team
Jamie Gray | PM
Ming Tong | Senior PD
Mihai Olteanu | FE
Vishal Kakkad | FE
Yuxi Huan | BE
Kieron Ordish | BE
Timeline & Stage
Oct 2023 - 2024 ; Introduction
Overview
Index Intelligence is a B2B product designed to empower Index Rebalance Specialists by analyzing market movements and providing forecasts to predict the stocks that passive funds will buy and sell.
At the start of 2024, the product was in its introduction stage, during which we endeavoured to attract new clients and migrate users from spreadsheets to new platforms that offer a superior data-searching experience.
That’s talk about the result first —
Before
5-10 mins
A big sheet where users has to find out the reasons of the forecasts by themselves.
After
20 secs
With the new design, we transformed a single sheet into a structured product, guiding users to the valuable data.
Feedback from Clients ✨
“Index intelligence is useful as it has been easy to look at all the params in one place - distances to cutoff, NOC, free float. Good GUI to get a lot of information very quickly. ”
He was intimidated by the product
NOC graph - "That's straight from the methodology, it's spectacular to see it like that. It's obviously a great product."
“Amazing products you are delivering. Very happy.”
“Finds the interface nice and likes GMSR. They use it mainly for checking NOC changes and running their own model. Currently, they use it for spot checks and monitoring, but they can see it becoming more integrated into their workflows in the future. ”
Target Audience - What is Index Rebalance Specialist?
An index rebalance specialist is someone who focuses on buying and selling stocks based on changes to stock market indices like MSCI and S&P 500. They predict which stocks will be added to or removed from an index before it happens and aim to profit from these changes.
指數專家專注於根據股票市場指數的變化進行買賣。他們在變化發生之前預測哪些股票將被加入指數中，哪些將被移除，並試圖從這些變化中獲利。這種策略涉及了解指數的標準和時間，通常在對沖基金或投資公司中使用。
Goals
Identify trading opportunity
Easy to use data source for research
More precise integration into their workflow.
Pain Points
Small team, limited resources
Have a lot of data and recourses to get through
Difficulty to make informed decision
How can Index Intelligence helps
Understand drivers of our forecasts. (Why)
Sense-checking our forecast with their output.
Explore the trading opportunity.
Challenge
3 Design Solutions for Key User Problems
Discoverbility
Problems: Users struggle to discover intriguing trades happening in the market.
➔ Present data in an appealing way for easier scanning.
❌ Low glanceability: Long tables with a 0/1 rating decrease data search efficiency.
❌ High error rate: Excessive numbers increase the likelihood of errors when users search for specific tickers.
✔️ Improving forecast comprehension.
✔️ Increase Efficiency
Discoverbility
Allow users to find top trades across market easily.
-> Avg. Time on Page: 16.95s
Findability
Problems: Users can't locate the position of the ticker they are searching for in the index, and want to see the relevant columns they care about everytime they come to the platform.
Adoption Rate: 22.81% ➔ 30%
※ the benchmark for a good feature adoption rate in B2B SaaS is 28%.
Understanding
Problems: It takes time for user to dig into the reason driving our forecast, it also takes up client supports’ time to answer those questions.
Our Approach - How do I work as a product designer with an agile team?
Let’s take the “Reasoning Label” design as example...
01 | Understanding
Learn domain knowledge, understand user behaviours, pattern and their goals.
02 | Define
Gather feature requests from stakeholders.
Propose features based on observations.
03 | Research & Analysis
Identify request sources, user needs.
Analyze data, ideal display.
04 | Design & Prototype
Create concept, discuss with team.
05 | User Testing
Conduct user testing, demo to clients.
06 | Ship & Iteration
Approve, handover, ensure design adherence, and iteration.
01 | Understanding
1-a. We found the most common question from client query is “the reason driving our forecast”
By monitoring analytic tools, client queries tickets, and collaborating with product specialists, we gathers the common user behaviours and propose the feature development based on our understanding of the users.
1-b. Map out the user flow for this use case
02 | Define - User’s Goal
03 & 04 | Analysis & Design
One of the key things in my work is to “understand” the data, I would also look into the methodology of index, and transform them into visual appealing design.
05 | User Testing
Affinity Diagram After User Testing - I would conduct usability tests if there are any significant changes or new designs that could affect current user behavior. Based on the feedback, I would iterate on the design and also gather general feedback on the product.
06 | Ship & Iteration
If the design is large-scale, I will break down tasks for engineers to develop easily and plan the first iteration and subsequent steps.
- Frontend Lead in our team
UI Design
1728
1024
360
