Overview
Background
The current experience makes it hard to find what the client actually did and what’s changed without scrolling endlessly/paging down. Change something with the User Activity to help filter through the daily Orion account updates. Add ability to filter by type or user(Advisor/client).
This research will be used to develop an improved default activity type setting that will be easier to search advisor/client’s activity without scrolling endless.
Problem
The current experience makes it hard to find what the client actually did and what’s changed without scrolling endlessly/paging down.
Solution
My contribution
User research User Testing Product design
The team
1 × design director 1 × project manager 1 × strategist 4 × designers 14 × engineers
Year
2023
Research
Research Goals
- How do our users check if their client is on track in Orion planning today?
- Identify pain point that users are struggling with
- Identify the default activity types that advisors prioritizing
- Understand how advisors are using the user activity page
