IADB Smart Portfolio

UX design for a portfolio management platform.

Online version: https://eduardoaguayo.cl/portfolio/bid-smart-portfolio.en.

One of the main challenges (and lessons learned) in this project was the approach to research in remote mode, given the fragmented distribution of stakeholders, in accordance with the different IDB representations in Latin America and the USA. To do this, we develop limited interview guidelines, with conditional points depending on the findings of each instance, and base modules of 30 minutes extendable according to the pace of the interview and the participant's availability.

About the Project

UX Research lead for One Tree (OT), a software company based in Montevideo, Uruguay, and with operations in the United States and Bolivia. I was asked to design and support the research process for the design and development of a portfolio management platform for the Inter-American Development Bank (IDB), consolidating various pre-existing tools and insights from the different IDB representations in the region.

Role overview

I was asked to support the development of the project through permanent mentoring to the team in charge, helping to define the research and design process for the required solution. As main researcher, I guided a consultation process with real users in a semi-remote environment, executing remote interviews and usability tests with people in different countries of the region. In addition, I conducted in-depth interviews in the field at IDB offices in Uruguay, as well as facilitating design thinking and design sprints activities with stakeholders and the internal OT team.

 Workflow

  1. I started advising the OT UX / UI area on the basic definitions of the project, proposing research activities according to the situation of the study participants, mostly distributed throughout the region. Interviews, walkthroughs and tests were defined to be carried out through video calls.

  2. In a complementary way with remote activities, we deepen through face-to-face activities in Montevideo. For this, I traveled to conduct interviews and observation in the field, in addition to facilitating internal and external co-design sessions with IDB personnel from Argentina, Brazil, Chile and Uruguay. These last ones, we highlighted a session held in two days with all the participants, where we asked them to contribute their vision regarding user profiles, navigation flows and possible interface ideas through the use of various materials, from old embroidery magazines to interface elements pre-designed and made available on paper.

  3. After the actual research, we took a week to develop a design sprint with OT's UX design team. From the prototypes and ideas outlined by the users, and according to the information previously surveyed, we developed a first iteration of what would be the low-fidelity prototype of the solution, which was iterated in an agile way during that same week in the representation of the IDB of Montevideo. With the prototype validated, the OT team advanced to the UI design phase itself.

  4. During the design phase, I collaborated remotely providing the vision of the users and solving doubts with the UI team. Once the prototype was finished, I traveled to Montevideo again to help facilitate testing with users, both face-to-face and remote. In the tests, a positive difference was observed in terms of the availability of information according to the different needs of the IDB roles.

  5. After checking the correct functioning of the prototype, I closed my participation in the project with the transfer to visual design of the solution. To date, the project is still in the implementation phase, which is expected to be closed by 2021.

Retrato de Eduardo Aguayo

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