• Exadel /

  • Enterprise Financial Management

Exadel

This Financial Management client needed a new Enterprise Tool to help aid their Asset Creation and Management of associated funds. Exadel was approached to pitch on this project which we won after guiding the client through an initial Discovery effort.

✉ Contact me to discuss this product and work in more detail.

It was important to create something usable, as the whole company would need to adopt this toolset. It was also vital to capture and recreate all of the intricate functionality and capabilities the client already experienced through their intensive system of spreadsheets they currently used.

As Director, I lead requirements gathering with the client, while educating them on opportunities for making the experience more and more usable. I led UX research, usability and design direction on this project.

Back to top
Sitemap / Information Architecture

  • As I understood their system and digested their ideas, we built User Stories, Personas, documented Requirements and I collaborated with the client in the form of extensive Axure prototypes.

    The sitemap in this project evolved as the UX was plotted out through wireframes. Leaning on Axure's built in Sitemap functionality, the IA came to life as Requirements we completed.

Rapid Prototyping to inform requirements

  • Building the prototype in Axure

    A major portion of this system was Creating a Financial Asset. The Setup needed was intensive, including several spreadsheets worth of data. After gleaning the total picture, it was clear a wizard-type of process would make the most sense for organizing that level of data input. Teaming that with a left navigation pattern aided instances where forms became cumbersomely long.

    ⇩

Additive / Editing Patterns

  • Certain sections necessitated additive capabilities / patterns - the User being able to add several of the same type of item. And then of course keeping those items editable.

After Setup

  • After setup, the data input was now available for the system to utilize. Keeping the data in somewhat of a similar structure meant that there was already some familiarity with what to expect from the User.