Desktop Web App for Private Investing
Slalom is a privately-owned 13,000-person consulting firm operating in 45 markets around the world. Each year, over 2,000 investors make important financial decisions regarding their Slalom equity. Additionally, Slalom's internal Equity Team manages investors, investments, and organizes the entire investment process.
As lead designer, I took the project from discovery to development, completely re-imagining Slalom's dated investment portal and bring it into the modern world.
My team and I delivered countless features that were met with excitement from both investors and the Equity Team.
Investors told us that the platform already helped them be more confident in their financial decisions, and the Equity Team was enthusiastic about how this new platform would transform their daily workload, helping them plan each investment cycle and complete their day-to-day tasks more easily through automation and a simple design.
10 months
I was the lead and only product designer working on a small agile team of front- and back-end engineers, product managers, and technical leads.
Primary Objectives
In order to streamline the development process, the engineers and I leveraged an existing front-end development framework for common UI elements that we modified for our brand. On top of this, we added new custom components that were unique to our platform.
In a short period of time, my team was able to move from discovery to build because I was able to streamline the design and development process:
Investors now have a clear understanding of their holdings and are guided toward making any necessary actions during the investment cycle.
Investors previously had difficulty understanding Slalom's investment process and timeline. After introducing these two modules on the investor home page, investors expressed how much clearer everything is now.
The Equity Team has quick access to any content hosted on the portal, making it really easy to share with investors.
Automation was a big priority for this project. Previously, the Equity Team had to manually send out all communications to investors. The team expressed how delighted they were that they could direct their energy to more valuable and meaningful tasks.
Investors can now easily understand all of their holdings in order to make decisions when selling shares.
The Equity Team can easily preview any communication.
The Equity Team is now able to plan each investor cycle in its entirety through the portal.
To further streamline each cycle, we provided the ability to duplicate not only individual messages and phases, but the ability to duplicate an entire cycle as well. This dramatically reduces the amount of work they need to complete each year.
