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I was Responsible for the visual design of web pages and prototype animations.
Client
Ameriprise Financial Inc.
Duration
4 weeks
Problem
Time consuming to looking for the right metric and notify the team.
Deliverable
Refined user flow & Dashboard prototype
What's Platform Ameriprise?
A one-stop shop for digital tooling
An internal tool that serves as a one stop shop and workspace for technologists to access cloud-based tooling in a secured environment to host their interactive client deliverables.
Number of context
700
Teams
30K
Tools and metrics
Internal and external users
600+
Context
Project goal
Design and build a training workflow that will enable users to complete training while tracking their progress.
Provide leaders with team and cross-team progress metrics for better oversight.
Major issues
Low awareness & convoluted instructions
Before a digital service can be terminated, users will need to read through convoluted guidelines and determine which training they need to complete. Most users aren't aware of this policy and have a hard time figuring out what needs to be done.
Identifying materials is like searching for a needle in a haystack
If training is required, they’ll need to tediously comb through all relevant tools.
Limited leadership visibility
Leadership have very limited visibility throughout the entire process. And will need to log on to a separate portal and verify each progress.
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Process
1. Understanding the needs of different user types
Platform has 3 types of users, each with different goals.
Process
2. Establishing early hypothesis and IA to test
We sketched out the IA on a high level to ensure it would integrate seamlessly with existing mechanisms in the product
Process
3. Testing with users
We built lo-fi and hi-gi protypes to validate our concpes with our users
Final Outcome
Get a bird’s eye view in a snap
Team leaders can view the training status of all his teams in one place.
Collaborate smartly
across teams
Leaders can also view an individual's training path and send notifications to the individual.
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Centralize all your work processes
A lot one-click action buttons make the onboarding process more effective.
