FactSet Research Systems, Inc.  //  New York, New York

Chart Formatter - Redesign

AREAS OF FOCUS

Information Architecture

Process Mapping

Wireframing

DESCRIPTION

I lead the redesign for FactSet’s chart formatter found in 5 main charting applications within the overall workstation.

The chart formatter is an engine that reads a chart display and allows users to edit and format the data's aesthetics and its layout's overall look and feel. Users can customize every object on a chart anywhere from legends to axes, titles to series, and background colors to font styles.

STEP ONE:

Information Architecture 

As the lead interaction designer and part of the redesign, I gathered information from the existing formatter and created a features list. From that, I created a features organization and information architecture which consisted of level, object, and attribute structural charts. With this information, it helped guide the overall design through each step of the design process.

formatter6.jpg
formatter4.jpg
formatter5.jpg

STEP TWO:

Process Mapping

formatter-ia.jpg
formatter-ia_edited.jpg
formatter8.jpg
formatter9.jpg

STEP THREE:

Wireframes

Finally, after all the information restructure, I created wireframes to show the newly designed and updated chart formatter. The process was both very iterative and collaborative. After being approved, the wireframes were passed on to the next phase of design - visual design.