Simple tasks, too many steps.
Financial analysts did their routine work across several tools. The internal tool at the center of that work made simple tasks slower than they needed to be, so the job spread across screens and workarounds.
Starting with the analysts.
I began with the people doing the work: how they moved through a task, which tools they used along the way, and where time was lost.
One picture of the workflow.
I mapped the work across the tools analysts used and decided what belonged together in one place, so the redesign followed the job rather than the old screens.
Built around the most frequent tasks.
The redesign put the tasks analysts did most within fewer steps, and brought related work into the same tool.
Measured on task completion.
We tracked how many tasks analysts completed with the new design, the clearest signal that the tool was getting out of their way.
More work finished.
Related work the analysts did across several tools came together in one place. Screens, data and internal names stay private under NDA.
The complete walkthrough is available on request.
Some screens, data and decisions stay private out of respect for the company and its users. I'm happy to walk through the full work live, within what my agreements allow.
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