A projekt202 Financial Services Success Story
projekt202 worked with a top brokerage and banking ﬁrm to design mission-critical tools for the retail advisor business. Our team created a set of Tableau-based interfaces to drive daily business decision-making, while providing visibility into the big-picture strategy of growing the business.
- Design key UI to replace complex Excel report tables used to manage and grow their retail advisor business
- Push the visual conﬁguration capabilities of Tableau to its limits
The client’s internal team was charged with creating a system for consolidating Excel reports. Executives, managers and ﬁnancial advisors use the reports to analyze numerous KPIs and incremental metrics to evaluate the health of the business. The more challenging analysis is using this information to predict customer behavior and market trends to develop a business growth strategy. Making the Excel reports and gleaning actionable information from them is a time- and labor-intensive activity.
After carefully selecting Tableau as their visualization tool, the company sought the help of projekt202 to create new report designs.
With more than $2 trillion in assets, the ﬁnancial giant saw this project as a key business investment.
Expectations were high for developing a system that combined metrics into actionable KPIs. This would take the legwork out of the analysis process and reduce the amount of training for managers.
Because this initiative would be a signiﬁcant shift for many employees, the design also needed to be sensitive to the real needs of the original reports’ most active users, not just what the executive leadership wanted them to use.
- Design dashboards for each KPI that interpret data into actionable information
- Establish a template that dynamically adjusts to the level of user authority
With executive pressure on the client’s team to quickly make progress, the project began with several research activities compressed into a 3-4 week window. projekt202 conducted stakeholder interviews, reviewed existing reports, and interviewed several users at various levels of responsibility.
Using this information, we created multiple dashboard concepts that were taken into a validation study with actual users. The study validated broader concepts and new approaches to presenting multiple KPIs to help users see a relationship between the data. While the validation study indicated that we were on the right path, the client wanted to push the data analysis capabilities of Tableau even further.
The projekt202 team conducted a two-day client workshop at our Austin oﬃces. The workshop focused on moving through each KPI dashboard, rapidly sketching concepts and reﬁning the details with SMEs in the room. This collaborative activity successfully provided our team with clear design tasks and a better understanding of the proprietary business mechanics that needed design solutions.
The resulting designs much more closely represented the business goals and innovative leap forward desired by the client. As we collaborated further with their Tableau partner, some design compromises were made to ﬁnd the right balance between conﬁguration and customization. It was the ﬁnancial company’s desire to avoid signiﬁcant customization of Tableau, which would be diﬃcult to self-support and maintain over time.
The culmination of this phase internally was the revelation of a prototype of the new report design to the client’s network of branch managers – their most critical audience. projekt202 produced a video to introduce the company’s team and to tell the story of the ways that user needs were carefully considered in designing the new interface and reporting platform.
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