analytics portal.

Analytics Portal - a web based interactive analytics tool covering sales reporting, client holdings and product prices

overview.

01.

Date

2020 - 2022

Client

Credit Suisse AG

Role

UX/UI Designer

Project Management

Agile

Project Management

Agile

Design System

Credit Suisse AG

Users

50-100 (internal power users)

50-100 (internal)

50-100 (internal power users)

Tools

Adobe XD, Jira

Device

Desktop, Tablet

description.

02.

The 'Analytics Portal' project started in 2020 with the aim of replacing semi-manual sales reports in Excel prepared by relationship managers. It was intended to begin with the most basic features and gradually improve the tool. Version 1 (first go-live) included the following requirements:

Cockpit to quickly check key figures and get an overview

The ability to search for underlying trade data (preferably filtered)

The ability to export search results

Tool interface that is easy to use (self-explanatory) due to limited training capabilities

Corporate branding/design guidelines

The project has been put on hold three months before to launch because of delays and organizational changes in 2022. However, the following UX-related activities have been finished:

Research: user interviews, check existing tool landscape

Analysis: user interviews, personas, user journeys, problem statement

Design: wireframing, mockups, prototyping & testing

From a developer perspective the application was almost ready to go.

key elements.

03.

Cockpit

Quick access to regularly used key information for each topic

Navigation

Hide enhanced side navigation bar to gain space for main content

Export

Export filtered result set to process and enhance data in other tools

Search

Customize search with filters within all categories

result.

04. tags.

05.

UI DESIGN

DESKTOP

CREDIT SUISSE

ADOBE XD

JIRA

WIREFRAME

PROTOTYPE

KPI

PROJECT

PORTAL

ANALYTICS

information.

06.

All trademarks, names, logos, icons used in this project ('Analytics Portal') are proprietary to Credit Suisse AG. Figures are fictitious and for illustrative purposes only.