Horizon_folio_fullscreen

Brief / Define and design a new business intelligence product for investors

Year / 2019

Expertise / Strategy, Design

Deliverables / Product & UX design

Horizon is an AI-powered equity and debt portfolio management platform offering real-time analytics and unrivaled transparency into portfolio companies’ performance. AI-driven functionality not a part of day 1 release and under NDA.

Problem

How can the next generation of investors improve their decision making using readily available data?

Solution

Offer investors portfolio-wide situational awareness by unifyng nformation originally evaluated in silos.

How it works

Horizon is a front-end ingesting secure data from various cloud applications used by portfolio companies.

Personas

Personas in diverse environments with various pain points but similar goals.

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Design and Research

Overview of a LEAN process

Personas guided creation of mental models, and served as starting points for establishing agreement on overall needs, pain points, and goals of the user. 

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Research Overview 

Personas guided creation of mental models, and served as starting points for establishing agreement on overall needs, pain points, and goals of the user. 

Workshops & Insights

Stakeholders were brought together to generate personas, mental models, and maps of the investor's portfolio management journey. Needs were mapped to features. It was revealed investors focus on myriad investment strategies and indicators to guide them.

Systems

Dashboards can easily overwhelm users with information, so using a system to assemble the baseline IA was important. We generated an inventory of important data, and used card sorting to generate the resulting patterns.

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The experience was mapped to modular card components drawn from the chunks of data generated from workshops.

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Personas and mental models cannot capture all the permutations of investor mindsets but an interface can be made to be more flexible while maintaing usability.

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Wireframes &  Testing

Wireframes were assembled from our set of cards and a storyboard was generated so stakeholders could provide feedback on the experience.

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Visual Design

Modern and minimalistic styles for marketing and login screens to match.

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Screens

Dashboard Final Copy 14
Dashboard Final Copy 7
Dashboard Final Copy 9
Dashboard Final Copy 10
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