
Led the research & design of Insurance Accounting
Application data visualization app
for Northern Trust


Project Summary
Northern Trust wanted to provide a simple and elegant user experience for Insurance clients, which was impacting user adoption of some of Northern’s clients.
To surpass expectations and achieve this objective, Northern collaborated with our team due to our proficiency in crafting highly customized analytic dashboard, with compelling and simple to comprehend data visualizations, which catered specifically to user needs and business goals.
Project Details
Role :
Product Design Lead
User Researcher
Product Designer
Duration :
14 weeks
Tools :
Miro, Sketch
Challenges
Data Viz
Client Experience
While leading design at Inspire11, my team consulting with Northern Trust, I led a team of researchers and designers through a comprehensive process of research and design. This involved conducting in-depth research interviews with IAA staff, executive stakeholders, and a few clients, followed by collaborative ideation sessions with subject matter experts to develop iterative concepts and wireframes.
Subsequently, we crafted visual designs aligned with Northern Trust's design system.

Process
The framework we used to conduct research and design for Insurance Accounting Analytics was a pretty standard design thinking process.
EMPATHIZE
DEFINE
IDEATE
PROTOTYPE
PROTOTYPE
TEST
Key
Team Members
Product
Design Lead
(me)
User
Researcher
(me)
Product
Designer

Visual
Designer
Design
We started our work by conducting several stakeholders and employees interviews. We then held a few co-creation workshops with employees and a few clients, where we created with the attendees, as well as validating our concepts.
Some of the final screens we created:





Prototyping
As part of presenting to the clients, we created several prototypes of the experiences to
”show versus tell” the stakeholders and client sponsors. We iteratively presented and validated the experience with both SMEs and employees.
Back to Northern Trust