CERTENT EQUITY MANAGEMENT
Product Design
Financial Analytics Dashboard UX Strategy
During my work at the Certent Equity Management, I managed a new product design process of the Real-Time Data Reporting SAAS on Angular Framework with using Human Interface Guidelines. Building a cloud bridge between Certent’s clients and their users financial data, was indeed an honor and a challenge.
As a result, we created a responsive dashboard with compelling Data Visualization via interactive charts of Chart.js. My dynamic Axure prototype was a great testing ground for new concepts. The evolution of the prototype from low to high fidelity provided our dev team a guide for all interactions, CSS Guides and UI graphics hand offs.
I led our team’s direction to create a product around specific Certent EM Persona’s needs. I was constantly advocating the Outside-In Design method and a great ROI of Qualitative Research.
- I had an excellent opportunity to bring innovation to Certent SAAS UX & UI by applying progressive concepts of the modern customer-facing apps.
- We used Axure prototyping, Axure Cloud, and Wiki/Confluence for collaboration, brainstorming, iteration, testing, new requirements gathering between business and development teams in a fast-paced Agile Environment.
- I conducted numerous user surveys & interviews, UX audits, web analytics reviews, user journeys analysis, heuristic evaluations, information architecture reviews, red routes, task flows.
- I crafted three types of personas and their multileveled hierarchy Dashboard’s territorial management.
EMPLOYER’S REFERENCE
Nora was assigned to a project I was leading as a Product Manager. I found her very professional and well prepared for Agile collaboration. She’s unafraid to challenge the status quo and push towards an excellent user experience while balancing corporate objectives. Nora helped to bring my vision to life. I brought rough concepts to her and she helped us to shape an MVP around user’s needs and how we could best implement it.
She led design efforts, mocked well high functioning Axure prototypes and challenged traditional concepts of Fintech at every important step. The final result was well worth the effort we put in. Nora made sure the UX would be as best as it could be while balancing organizational constraints. Loved working with her and would do it again!
Matthew Lee, CFA, Product Manager, Certent