I replaced paper forms and DOS screens with one responsive platform for Broadridge's mutual fund proxy team, cutting a typical task from about 70 minutes to 25.
Broadridge Financial delivers investor communications for the world's largest financial institutions and investment companies. Its internal teams built campaigns, material sets and jobs through paper forms and DOS screens. I replaced that with a responsive web platform, designed from the ground up. As lead UX/UI designer, I worked closely with business users and the lead developer to resolve development complexity before it reached the build.
I tested speed and productivity on three end-to-end tasks:
Average across three end-to-end tasks, down from about 1 hour 10 minutes (live observations)
Found fields where they expected, at least somewhat easily. I kept the groupings users knew and added a few (survey)
Think of a tree: every branch has fruit to pick and sub-branches to explore, and every sub-branch does too, down to the last level, where there's only fruit
No comparable system existed to study, and users worked across several legacy systems, some of them unfriendly command-line tools
Too much information to manage
One integrated, WCAG 2.0 AA compliant system where users add and edit records in six areas:
I usually keep groups to six fields or fewer. Here, too many groups would hurt more than long ones, so some groups hold up to 20 fields, made readable with generous spacing.
Real-world use and changing regulations will reveal where fields and groups can shrink further, and the platform is built to make those refinements easy.
Suggestions on input fields cut the time spent on repetitive tasks.
Recent activity, key information and a calendar, so users see at a glance what needs their attention.
Data-heavy, so a minimal color theme
Dark gray for all text
The company's design system set the accent color and green checkboxes; I added two colors for the calendar
Calibri
Readable and modern, handles numbers and text equally well
A business look and feel with a small corner radius
More work
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