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

Interactive Charting

AREAS OF FOCUS

Information Architecture

Process Mapping

Wireframing

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.

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STEP ONE:

Information Architecture

I was responsible for part of the redesign which included restructuring right-click menu options within the application.

 

This included what features belong to which object on a certain level of a chart, which features are shared across other objects and levels, and which features are common, unspecific menu options. Organizing this information and these features into their proper buckets helped design a more efficient right-click menu.

STEP TWO:

Process Mapping

Another part of the redesign that I was responsible for was rethinking the functionality and workflow of annotations on a chart. Annotations are labels that provide more information or detailed information for certain data points on a chart, which provides the user with the ability to more deeply analyze the data being provided by the chart.

 

I created process workflows for the current functionality and proposed some new workflows to be included in the overall application redesign.

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STEP THREE:

Wireframes

Being given some background information on other aspects of the redesign, I proposed some wireframes for the application interface.

 

These wireframes were for design exploration, brainstorming, collaboration, and concept building. They were not used for the final redesign.

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