July - August 2020,
Orion’s trading software is a very different experience to the rest of Orion, due to it originally being created by an outside company.
Investors at Orion
Product manager and lead dev
Starting with the models pages, update the experiences and use the Orion design system.
I first reviewed the current design.
Similar to Google analytics, I used Gainsight to evaluate quantitative statistics, such as how often items within the pages were being used, how many clients were using the pages, and how long users were spending on the various pages.
Interviews and surveys
I needed qualtiative research, so I reviewed interviews and surveys that had previously been conducted on the pages. I wanted to understand the user’s processes, goals, and pain-points.
Using whimsical I mapped out a user’s processes within the pages to recognize places where there may be complications.
I found similarities in other software and collected inspiration For example, I looked at how other programs do chart building, as this was a main functionality my user's would have as well.
Exploring designs for the chart
As a central part of the experience, I first focused on the design of the chart.
I conducted usability tests with 6 internal employees to decide on a direction to go with the chart. I then used Notion to create an affinity diagram of the notes taken, to find similarities and themes within the research.
Using the identified charts, I went through many different drafts and critiques, slowly adding in more of the needed elements.
External usability testing
I conducted 11 external usability tests, focusing on tasks within a hi-fidelity design. Afterward, I organized my notes in an affinity diagram within Notion to find patterns in the responses.
Finalizing the design
I updated designs based off the feedback from the tests and created a finalized design for dev handoff.