Project Overview
ARInsights’ flagship product, Architect, is a Software as a Service (SaaS) application tailored for analysts’ relationship management needs, initially released in 2004 and was in urgent need of significant modernization efforts. The project aimed to incrementally redesign and rebuild the application using the Angular framework and incorporating modern web application features without significantly disrupting the user experience.
My Contributions
I held the pivotal design lead role for this project, overseeing every facet of the user experience and interface. That included establishing a new design system and extending the existing brand guidelines. As an end-to-end design lead, I ensured seamless integration of design elements throughout the entire development process, from initial concepts to final implementation.
The Finder
At the heart of the application are large data sets that are best displayed in tabular (finder) form, with significant capabilities to sort, search, and rearrange the material.
As the design lead, I collaborated cross-functionally with a core team of product managers and engineers to create a roadmap for a complete rethinking and redesign of this critical core component.
User research provided invaluable information on customer behavior and usage patterns. That information was directly translated back into the application with new functionality and improvements to underused and poorly designed features:
- Freezing columns & horizontal scrolling
- Saving Views
- Conditional filtering
Insights
The application’s poor implementation of adding and organizing interaction-derived insights was one of its main problems. It was necessary to rethink everything from scratch.
The team wanted to broaden the method users can use to add information to an interaction record in order to strongly link the creation of insights with interaction. This was achieved by giving the user complete control over text construction editing, highlighting, and annotation through the use of a rich text editor. The notes field would be the source of insights.
Easily creating insights allows users to sort, filter, and analyze insights utilizing the previously developed finder capabilities.
Later on, the team planned to include comparable features for sorting, filtering, and analyzing insights into analyst profiles.
Dashboard
The outdated dashboard sorely needed a thorough overhaul, as a result I presented a very customizable interface.