Moody’s KMV is the world’s leading provider of quantitative credit analysis tools to lenders, investors, and corporations.
For the next major release of their best selling product, Portfolio Manager (desktop software used by major financial institutions use to measures portfolio risk and concentrations, manage economic capital, and trading opportunities), the project sponsors wanted to drastically improve the usability, provide more useful features, and build the product using using .NET platform and Agile Scrum development process.
As the user experience lead for the project, my responsibilities included: interaction design, user research, managing visual design contractors, and participate in the long-term product strategy.
From the start of the project, I worked very closely with the executives, product managers, and engineers to understand the business goals and applying the agile development process with traditional usability engineering process.
Based on my experience designing the products that was built using agile development process, I managed to convince the management to allocate several weeks for user research before the project launch, and use Basecamp as the portal for all user experience related issues and deliverables.
During the user research, I worked with my team to analyze competitor’s solutions, perform heuristic evaluation of the existing version of the product, and conduct online surveys and phone interviews with target users.
Based on information from the user research , I worked with my team to create the personas (target user profiles) and scenarios to design the prototypes in small iterations that engineers can immediately use.
Some of the user experience improvements to the product were following: Role based user interface, intuitive tool to build economical simulations, interactive reporting, customizable dashboards, and heat maps that shows portfolio summary.
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Beta version of the product have received rave reviews from industry analysts and leading financial institutions. In addition, some of the major financial institutions have already purchased the product, and plan to deploy the product through out its business units.