As a start-up Invisor’s main focus was to deliver a functioning product, five years later with a team almost triple in size, it was time to redesign and this is where I came in. The objective of the redesign was to use the existing branding and create a design that would simplify the daily tasks conducted by advisors along with providing advisors with the right tools for them to be the most successful.
First step was to put myself in the advisors shoes and go through the flow, you never want to make assumptions when starting your design process. It is important to define the problem before working towards a solution. The next step was to have conversations with advisors, learn about how they use the advisor portal on a day to day basis, what tools and features they’d like to see highlighted. Hootsuite also provided great insight into which tools were being utilized the most, allowing us to configure a hierarchy within the content. Not wanting to skip any steps in the UX process, I then went on to conducting a competitive analysis. It is always important to be aware of problems with your own product, but competitors as well so you can learn from their experiences.
Starting with a low fidelity design, I worked closely with both the development and marketing leads, we conducted in house testing before moving onto medium fidelity mock ups, constantly making changes along the way and working on improving the user experience. After weeks of user research, interviews, testing and wireframing the redesign was complete. It was so important to us as a team to keep the user as the main focus to really provide them with a great user experience.
