Redesign the creation of financial reports
Solving usability weaknesses for a leading financial research site.
Redesign the creation of financial reports
Solving usability weaknesses for a leading financial research site.
Redesign the creation of financial reports
Solving usability weaknesses for a leading financial research site.
Company
Bizminer
Project
Usability Enhancement
Role
Product Designer
Year
2022
A report with quality data but a flawed journey
Bizminer's strength lies in its high-quality financial data. Still, its glaring weakness is the lackluster user experience that hinders access to its top-tier reports. Their users love the data, but they hate the experience.
Bizminer is a comprehensive platform for business data widely used by professionals and university students. This source is ideal for anyone looking to compare industries or track market trends, as it offers comprehensive insights from multiple companies.
A report with quality data
but a flawed journey
Bizminer's strength lies in its high-quality financial data. Still, its glaring weakness is the lackluster user experience that hinders access to its top-tier reports. Their users love the data, but they hate the experience.
Bizminer is a comprehensive platform for business data widely used by professionals and university students. This source is ideal for anyone looking to compare industries or track market trends, as it offers comprehensive insights from multiple companies.
A report with quality data but a flawed journey
Bizminer's strength lies in its high-quality financial data. Still, its glaring weakness is the lackluster user experience that hinders access to its top-tier reports. Their users love the data, but they hate the experience.
Bizminer is a comprehensive platform for business data widely used by professionals and university students. This source is ideal for anyone looking to compare industries or track market trends, as it offers comprehensive insights from multiple companies.
Complaints and frustration are widespread among the users to the company's CEO.
Interviews with key stakeholders, including Bizminer's CEO, Senior VP of Product, and nine active users, unveiled consistent feedback on the platform's non-intuitive design. Even with Bizminer's unmatched data quality, there's an apparent demand for an enhanced user experience. Our objectives aim to elevate this experience to match the data's quality.
"It still doesn't feel right…it feels clunky." Danny Burke (CEO)
Six out of nine interviewees complained about the filtering process
Three out of the seven organizations I interviewed are actively considering replacing Bizminer
Complaints and frustration are widespread among the users to the company's CEO.
Interviews with key stakeholders, including Bizminer's CEO, Senior VP of Product, and nine active users, unveiled consistent feedback on the platform's non-intuitive design. Even with Bizminer's unmatched data quality, there's an apparent demand for an enhanced user experience. Our objectives aim to elevate this experience to match the data's quality.
"It still doesn't feel right…it feels clunky." Danny Burke - CEO
Six out of nine interviewees complained about the filtering process
Three out of the seven organizations I interviewed are actively considering replacing Bizminer
Complaints and frustration are widespread among the users to the company's CEO.
Interviews with key stakeholders, including Bizminer's CEO, Senior VP of Product, and nine active users, unveiled consistent feedback on the platform's non-intuitive design. Even with Bizminer's unmatched data quality, there's an apparent demand for an enhanced user experience. Our objectives aim to elevate this experience to match the data's quality.
"It still doesn't feel right…it feels clunky." Danny Burke - CEO
Six out of nine interviewees complained about the filtering process
Three out of the seven organizations I interviewed are actively considering replacing Bizminer
Users could barely generate reports; refining three stages of the flow would improve the UX
Since the launch of Bizminer 2.0, they've been unable to sell their top-tier 'Analyze' report. Addressing this will also resolve issues in other reports. The Analyze flow differs from that of Research, leading to user confusion. Too many steps require going back and forth, making the process cumbersome. The call-to-action (CTA) isn't unclear, further complicating the user experience.
These three stages of the process contain the main problems:
Filtering
Uploading / Customizing
Downloading
Users could barely generate reports; refining three stages of the flow would improve the UX
Since the launch of Bizminer 2.0, they've been unable to sell their top-tier 'Analyze' report. Addressing this will also resolve issues in other reports. The Analyze flow differs from that of Research, leading to user confusion. Too many steps require going back and forth, making the process cumbersome. The call-to-action (CTA) isn't unclear, further complicating the user experience.
These three stages of the process contain the main problems:
Filtering
Uploading / Customizing
Downloading
Stage 1: Filtering
Users frequently encounter interface challenges that disrupt their workflow and diminish the overall user experience as they navigate the platform. These issues present substantial barriers to efficient and intuitive interaction. Specifically, the problems include:
The search box overlaps and obscures sections, causing readability problems.
The interface provides no clear indication when a user selects, leading to uncertainty.
The interface is unresponsive at times, causing delays and potential misunderstandings.
Stage 1: Filtering
Users frequently encounter interface challenges that disrupt their workflow and diminish the overall user experience as they navigate the platform. These issues present substantial barriers to efficient and intuitive interaction. Specifically, the problems include:
The search box overlaps and obscures sections, causing readability and accessibility problems
The interface provides no clear indication when a user selects, leading to uncertainty in user actions.
The interface is unresponsive at times, causing delays and potential misunderstandings.
Stage 2: Uploading / Customizing
'Research' begins with users setting filtering parameters. In contrast, 'Analyze' requires users to upload data, deviating from the usual approach. This marked difference has led to confusion. Users often expect 'Analyze' to commence with filtering parameters. Meeting these expectations is essential to alleviating the friction.
Eliminate redundant and useless steps in the process
Have all reports start with filtering parameters
Stage 2: Uploading / Customizing
'Research' begins with users setting filtering parameters. In contrast, 'Analyze' requires users to upload data, deviating from the usual approach. This marked difference has led to confusion. Users often expect 'Analyze' to commence with filtering parameters. Meeting these expectations is essential to alleviating the friction.
Eliminate redundant and useless steps in the process
Have all reports start with filtering parameters
Stage 3: Downloading
When the report is ready for download, the system directs users to what appears to be the "About Bizminer" page, unexpectedly prompting them to learn more about Bizminer instead of offering a straightforward download. This confusion is compounded by the download button's small size and placement in an unintuitive area, revealing shortcomings in design and hierarchy.
Small and unclear download CTA
CTA not in a prominent location
"About Bizminer" causing confusion
Stage 3: Downloading
When the report is ready for download, the system directs users to what appears to be the "About Bizminer" page, unexpectedly prompting them to learn more about Bizminer instead of offering a straightforward download. This confusion is compounded by the download button's small size and placement in an unintuitive area, revealing shortcomings in design and hierarchy.
Small and unclear download CTA
CTA not in a prominent location
"About Bizminer" causing confusion
13 steps originally, now streamlined to just 7
Edited, reorganized, and redesigned the workflow for a more intuitive experience. Modeled the workflow after the 'Research' flow, placing data uploads and customizations where users expect.
Start with the filter parameters first, just like 'Research'
Transition into an upload and customization phase
Insert review and upsell checkpoint before finalizing purchase
Clear download functionality
13 steps originally,
now streamlined to just 7
Edited, reorganized, and redesigned the workflow for a more intuitive experience. Modeled the workflow after the 'Research' flow, placing data uploads and customizations where users expect.
Start with the filter parameters first, just like 'Research'
Transition into an upload and customization phase
Insert review and upsell checkpoint before finalizing purchase
Clear download functionality
Tested three designs; one was the clear winner
I presented users with three distinct filtering options: accordion, wizard, and a hybrid of accordion and wizard. After testing, I asked users to evaluate the options based on comprehension, usability, and delight.
Monadic testing approach
Key user feedback metrics
Designs made sense
Designs were easy to use
Designs were a delight to use
Tested three designs;
one was the clear winner
I presented users with three distinct filtering options: accordion, wizard, and a hybrid of accordion and wizard. After testing, I asked users to evaluate the options based on comprehension, usability, and delight.
Monadic testing approach
Key user feedback metrics
Designs made sense
Designs were easy to use
Designs were a delight to use
Pitching the redesign to the Bizminer executives
In my pitch, I emphasized a vision for Bizminer's users: not just valuing the data but genuinely enjoying the user experience. I painted a future where users transition from a love-hate relationship with Bizminer to a deep-seated loyalty driven by significant data and an unparalleled user experience.
"Spot on. You uncovered a lot of insights we hadn't considered. This is a great flow for our users" Danny Burke - CEO
"You pick up some really good insights. Putting the uploading data and customizations after the process. Really great job." Nolan Walker - SVP Product
Pitching the redesign
to the Bizminer executives
In my pitch, I emphasized a vision for Bizminer's users: not just valuing the data but genuinely enjoying the user experience. I painted a future where users transition from a love-hate relationship with Bizminer to a deep-seated loyalty driven by significant data and an unparalleled user experience.
"Spot on. You uncovered a lot of insights we hadn't considered. This is a great flow for our users" Danny Burke - CEO
"You pick up some really good insights. Putting the uploading data and customizations after the process. Really great job." Nolan Walker - SVP Product
What lies ahead for Bizminer
Prioritizing the quality and efficiency of our services is essential to ensure that Bizminer remains at the forefront of user experience and innovation. Initiatives include:
Speed optimization for rapid data retrieval
Quarterly user feedback sessions
Introduction of AI-powered search and recommendations
What lies ahead for Bizminer
Prioritizing the quality and efficiency of our services is essential to ensure that Bizminer remains at the forefront of user experience and innovation. Initiatives include:
Speed optimization for rapid data retrieval
Quarterly user feedback sessions
Introduction of AI-powered search and recommendations
Users could barely generate reports; refining three stages of the flow would improve the UX
Since the launch of Bizminer 2.0, they've been unable to sell their top-tier 'Analyze' report. Addressing this will also resolve issues in other reports. The Analyze flow differs from that of Research, leading to user confusion. Too many steps require going back and forth, making the process cumbersome. The call-to-action (CTA) isn't unclear, further complicating the user experience.
These three stages of the process contain the main problems:
Filtering
Uploading/Customizing
Downloading
Users could barely generate reports; refining three stages of the flow would improve the UX
Since the launch of Bizminer 2.0, they've been unable to sell their top-tier 'Analyze' report. Addressing this will also resolve issues in other reports. The Analyze flow differs from that of Research, leading to user confusion. Too many steps require going back and forth, making the process cumbersome. The call-to-action (CTA) isn't unclear, further complicating the user experience.
These three stages of the process contain the main problems:
Filtering
Uploading/Customizing
Downloading
Stage 1: Filtering
Users frequently encounter interface challenges that disrupt their workflow and diminish the overall user experience as they navigate the platform. These issues present substantial barriers to efficient and intuitive interaction. Specifically, the problems include:
The search box overlaps and obscures sections, causing readability and accessibility problems
The interface provides no clear indication when a user selects, leading to uncertainty in user actions.
The interface is unresponsive at times, causing delays and potential misunderstandings.
Stage 1: Filtering
Users frequently encounter interface challenges that disrupt their workflow and diminish the overall user experience as they navigate the platform. These issues present substantial barriers to efficient and intuitive interaction. Specifically, the problems include:
The search box overlaps and obscures sections, causing readability and accessibility problems
The interface provides no clear indication when a user selects, leading to uncertainty in user actions.
The interface is unresponsive at times, causing delays and potential misunderstandings.
Stage 2: Uploading / Customizing
'Research' begins with users setting filtering parameters. In contrast, 'Analyze' requires users to upload data, deviating from the usual approach. This marked difference has led to confusion. Users often expect 'Analyze' to commence with filtering parameters. Meeting these expectations is essential to alleviating the friction.
Eliminate redundant and useless steps in the process
Have all reports start with filtering parameters
Stage 2: Uploading / Customizing
'Research' begins with users setting filtering parameters. In contrast, 'Analyze' requires users to upload data, deviating from the usual approach. This marked difference has led to confusion. Users often expect 'Analyze' to commence with filtering parameters. Meeting these expectations is essential to alleviating the friction.
Eliminate redundant and useless steps in the process
Have all reports start with filtering parameters
Stage 3: Downloading
When the report is ready for download, the system directs users to what appears to be the "About Bizminer" page, unexpectedly prompting them to learn more about Bizminer instead of offering a straightforward download. This confusion is compounded by the download button's small size and placement in an unintuitive area, revealing shortcomings in design and hierarchy.
Small and unclear download CTA
CTA not in a prominent location
"About Bizminer" causing confusion
Stage 3: Downloading
When the report is ready for download, the system directs users to what appears to be the "About Bizminer" page, unexpectedly prompting them to learn more about Bizminer instead of offering a straightforward download. This confusion is compounded by the download button's small size and placement in an unintuitive area, revealing shortcomings in design and hierarchy.
Small and unclear download CTA
CTA not in a prominent location
"About Bizminer" causing confusion
13 steps originally, now streamlined to just 7
Edited, reorganized, and redesigned the workflow for a more intuitive experience. Modeled the workflow after the 'Research' flow, placing data uploads and customizations where users expect.
Start with the filter parameters first, just like 'Research'
Transition into an upload and customization phase
Insert review and upsell checkpoint before finalizing purchase
Clear download functionality
13 steps originally, now streamlined to just 7
Edited, reorganized, and redesigned the workflow for a more intuitive experience. Modeled the workflow after the 'Research' flow, placing data uploads and customizations where users expect.
Start with the filter parameters first, just like 'Research'
Transition into an upload and customization phase
Insert review and upsell checkpoint before finalizing purchase
Clear download functionality
Tested three designs; one was the clear winner
I presented users with three distinct filtering options: accordion, wizard, and a hybrid of accordion and wizard. After testing, I asked users to evaluate the options based on comprehension, usability, and delight.
Monadic testing approach
Key user feedback metrics
Designs made sense
Designs were easy to use
Designs were a delight to use
Tested three designs; one was the clear winner
I presented users with three distinct filtering options: accordion, wizard, and a hybrid of accordion and wizard. After testing, I asked users to evaluate the options based on comprehension, usability, and delight.
Monadic testing approach
Key user feedback metrics
Designs made sense
Designs were easy to use
Designs were a delight to use
Pitching the redesign to the Bizminer executives
In my pitch, I emphasized a vision for Bizminer's users: not just valuing the data but genuinely enjoying the user experience. I painted a future where users transition from a love-hate relationship with Bizminer to a deep-seated loyalty driven by significant data and an unparalleled user experience.
"Spot on. You uncovered a lot of insights we hadn't considered. This is a great flow for our users" Danny Burke - CEO
"You pick up some really good insights. Putting the uploading data and customizations after the process. Really great job." Nolan Walker - SVP Product
Pitching the redesign to the Bizminer executives
In my pitch, I emphasized a vision for Bizminer's users: not just valuing the data but genuinely enjoying the user experience. I painted a future where users transition from a love-hate relationship with Bizminer to a deep-seated loyalty driven by significant data and an unparalleled user experience.
"Spot on. You uncovered a lot of insights we hadn't considered. This is a great flow for our users" Danny Burke - CEO
"You pick up some really good insights. Putting the uploading data and customizations after the process. Really great job." Nolan Walker - SVP Product
What lies ahead
for Bizminer
Prioritizing the quality and efficiency of our services is essential to ensure that Bizminer remains at the forefront of user experience and innovation. Initiatives include:
Speed optimization for rapid data retrieval
Quarterly user feedback sessions
Introduction of AI-powered search and recommendations
What lies ahead
for Bizminer
Prioritizing the quality and efficiency of our services is essential to ensure that Bizminer remains at the forefront of user experience and innovation. Initiatives include:
Speed optimization for rapid data retrieval
Quarterly user feedback sessions
Introduction of AI-powered search and recommendations