CUSTOMIZABLE INVESTING DASHBOARD

Client: Etrade

Role: Experience Architect - UX/UI EXECUTION • USER TESTING & VALIDATION

The Challenge

Custom widget based Dashboard

Designed a highly-configurable dashboard which provides the flexibility to see information, monitor account, alerts, watchlist, portfolio and orders, and improve your workflow process. Amateur to expert users can tailor their dashboard as per their need, enabling widgets which are more frequently used by them to see information and monitor accounts and orders.

Discovery

Interactive widgets that provide real-time information providing customers rich customizable experience.


The process started with identifying the key widgets which would adhere to a grid system. The widgets were designed to be flexible in terms of a grid and would be able to take a three to twelve columnn layout. The display of the widget was configurable by the user, they could easily add, remove and rearrange widgets in the dashboard.


image
Multichannel Approach (ipad)

Explorations on different data displays through customizable widgets

The exercise was not only limited to desktop but made design iterations for tablet too. The challenge was to come up with simplified data displays on the smart widgets which help users to easily see the information needed and also interact seemlessly.

Ideations for Tablet

Prototype was created to test the ideas with the users. Study done on all aspects including handling of device - landscape vs portrait mode, how users are interacting, understanding the functionalities and wishlist.


Below iterations show Account summary & Portfolio under Account tools and Research tools.


image
image
image
image
News Design

News pertaining to market watchlist was effectively designed to highlight the stocks of respective companies with which the news is related.


In the views below user can see a quick quote of the related companies in news by a simply tap.


image
Impact

Tailored Dashboard design caring for Amateur to Expert Users

Widget variations helped to reduce the cluttering of information let
the user choose the information which is most helpful to them.

image

hidden

© 2020 Shilpa Singh