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B2B SaaS Financial Technology

Project Details

  • Focuses on designing functionality, workflows, and structuring information

  • One part of the larger end-to-end design process

Chart Formatter - Redesign

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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.

MY ROLE AS SR. DESIGNER

Information Architecture

Process Mapping

Wireframing

Interactive Charting

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DESCRIPTION

Interactive Charting went through a redesign and as an interaction designer I was responsible for part of this project.

Interactive Charting is one of FactSet's main charting applications within a 400+ application workstation provided on a subscription basis to financial professionals. This application has capabilities of charting different groups of data that assists users in analyzing information across a range of companies as part of a larger report.

MY ROLE AS SR. DESIGNER

Information Architecture

Process Mapping

Wireframing

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Deals Application

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DESCRIPTION

This project was to create an interface for the Deals application within FactSet’s workstation. Its main purpose is to show the deals and acquisitions of companies through data visualizations of the price history within the life of the deal.

An overview of information displays at the top of the page for a quick understanding of how the deal played out in regards to the prices it took to complete the deal. A further detailed view of the data is displayed through a chart combining all pricing data (target price, acquirer price, arbitrage spread, premium, announcement date) from the time the deal was announced until it was completed or until the most recent date available.

MY ROLE AS SR. DESIGNER

Data Analysis

Process Mapping

Wireframing

Activism & Governance Application

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DESCRIPTION

This project was to create an interface for the Activism and Governance application within FactSet’s workstation.

After data analysis, the interface displays visualizations for the total number of high impact campaigns along with the breakdown for each year and total number of proxy fights with the breakdown of each year as well. The data spans across a specific industry and sector at a macro level.

MY ROLE AS SR. DESIGNER

Data Analysis

Process Mapping

Data Vis

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Liz Berger, 2012-2025

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