Design both a web and mobile personalized performance reporting dashboard for cryptoasset investors and conduct live user testing to ensure the viability, desirability, and usability of the end product.
YEAR
2020 (four weeks)
PLATFORM
Figma
I interned with Invictus Capital, a crypto investment platform and asset manager. I was tasked with helping design the soon-to-be released personalized performance reporting dashboard. The dashboard aimed to provide users with real-time insights into their investment performance, an overview of their portfolio and holdings, as well class es to learn more. We were tasked with creating both mobile app and desktop/web versions of it. I worked on a team with a project manager, one analyst, two developers, and two designers.
Prior to the project conclusion, we presented our research, user testing results, and design comps. With the company being in its late startup stage, the design team really had flexibility to make what we wanted and what we thought was best but also had a lot of responsibility as design decisions had a large impact.
RESEARCH
The process began with extensive user research and feedback. For a long time before this project started, the company was keeping track of frequently asked questions and common customer service conversation topics to understand points of confusion. On top of this, we spoke directly with a handful of users to gain an understanding of the user journeys and flows along with their pain points and what they would like to see in the soon-to-be released dashboard. This information was visualized and presented in the form of journey maps, user personas, and direct quotes.
We conducted competitor/comparative research with the above platforms. We were able to gather insights ranging from key features to sitemaps to how data is displayed. The research was comprised of both desktop and mobile apps that provide a variety of services such as robo-advisory, micro-investing, ETFs, crypto wallets and crypto investing. We looked at the target users, unique features offered, and especially the performance reporting system. We also made note of the customer support system, FAQs, and how the platforms approached teaching complicated terms to newcomers.
We noticed a consistent and similar design system theme throughout all of the new-age investment platforms. It worked to simplify the historically overwhelming process.
This basic sitemap was created to visualize how the dashboard and its subsequent pages would be organized. The Courses section was going to be designed and developed in a future iteration. My main focus was on the Performance section and its subsequent pages.
WIREFRAMES and Testing
Each designer individually created an initial wireframe based on the research, and then we collaborated to select the best aspects of each. Beginning with this wide scope and helped us produce more ideas and gather a range of feedback from the start. We went through a few rounds of designs and presented to the PM and co-founders to assure our wireframes aligned with their business ideas before jumping into the user testing. There was a big focus on ensuring everything exceeded accessibility, security, and regulation standards.
The testing consisted of mostly qualitative testing. We had a few days of somewhat non-stop chats with existing users to get their overall opinions along with watching them complete tasks. We took notes of small things such as someone asking what a specific dashed line represents to larger questions about the overall navigation.
These direct quotes from the users highlight their thoughts about the dashboard. The ones on top summarize a few complains with the existing system and requests of features to be added. The white speech bubbles are positive feedback provided during the user testing sessions with the prototype.
The below screenshots show just a few of the many iterations of the wireframing and prettying process. We started out with grayscale wireframes before applying the visual design system. Unfortunately, I do not have access to earlier wireframes and brainstorming sessions.
FINAL DASHBOARD
The final dashboard gives the investors an overview of all of the funds they are investing in with the ability to view more detailed information about each fund with one click. Transaction information is displayed in a recognizable paper receipt format to match the system with real world references.
We worked closely with the developers to ensure our big ideas were technically feasible. We worked with them to create clear guidelines of how components should be implemented.
Performance overview (desktop)
Fund performance (desktop)
Fund performance with transaction info (desktop)
Performance overview, Fund performance, and a transaction (mobile)
Looking back
Looking back, I really enjoyed this project and the responsibility the designers had. It was great working within a company that really understands the importance and impact that good design can have on a system and the general user experience. The visual appeal is important, but with this, the functionality is arguably more important. With many financial applications providing comparable features, it’s the user experience and intuitive interface that can sell a potential user on the platform.
I learned about myself as a designer and what I enjoy working with. Being a number guy at heart, it was great to work on a data visualization and dashboard project.