Risk Management Demo Application
(4 months)
Summary
A large risk management company contracted with Insight to create a working demo of their next-gen risk management application, to showcase on stage at upcoming conferences.
Project Details
As the lead UX designer on the project, I was responsible for:
Facilitating meetings with subject matter experts (SMEs) across the risk management space to understand requirements.
Creating desktop, tablet, and mobile wireframes for four distinct scenarios and personas.
Working closely with the visual designer on the UI through several iterations.
Supporting the project through build phase, including project management.
Over the course of the project, I also:
Worked through complex data visualizations and interactions (shown on left).
Helped refine the demo script for each scenario in addition to gathering realistic sample data.
Took on project management responsibilities, including managing the development team, estimating change requests, & managing scope.
Data visualization and interactions
Wireframes
Sample wireframes for desktop, tablet, and mobile scenarios & their associated personas shown below.
Sample desktop wireframe for Site Supervisor persona & demo scenario
Sample tablet wireframe for Risk Assessor persona & demo scenario
Sample mobile wireframe for Incident Reporter persona & demo scenario
Wireframe Storyboard
After iterating on and validating the wireframes with SMEs, I created a storyboard flow outlining each action to be taken during the demo, along with a sample script (left column) for each scenario and persona.
Screenshot of the storyboard, including script, annotations and wireframes for the four scenarios
Final Visual Design
I collaborated closely with two visual designers on the team who created the below sample comps for the different form factors.
Desktop visual design for Site Supervisor persona who views Risks, Incidents, Assessments, and Tasks
Tablet visual design for Risk Assessor persona who starts an Assessment offline
Mobile visual design for Incident Reporter persona who reports an Incident in real-time from his/her phone
Project Challenges & Learnings
Understanding Risk Management
The risk management space comes with its own language and sets of complexities. It was a balancing act to bring myself and the Insight team up to speed on risk management while capturing and understanding SME knowledge at the same time — how the current application is used, hierarchies of information, relationships between the different components of risk management, various personas, etc.
Demo Application vs. Live Application
While Insight created the demo application, a client team was working on the live application in parallel. The demo work was completed further ahead of the live application and the challenge lay in keeping the demo grounded in reality while also exploring new features that might be added to the live application down the road.
Designing for Stage Presentations
The demo application was showcased at two major conferences, but the team did not know what the specs for the equipment would be in advance. This meant lots of testing with various projectors and large display monitors to test scaling up to a large screen, plus checking colors and overall visual aesthetics. On the technical side, the development team had to set up emulators to simulate tablet and mobile phone interactions on the big screen. The team also used simulated typing and several shortcut keys to make it easier for both the presenter's on-stage and the crew off-stage to navigate the demo.