UX Assessment of Multiple Client Properties
UX / UI Assessment of Existing Properties
The Problem

Why need a UX assessment?

This UX Assessment reviews UX design patterns across a clients existing digital properties in order to determine how consistently they are being applied and where there are opportunities for an improved experience. This assessment is to standardize and elevate the quality of digital experiences and drive cultural change in order to create a seamless identity, improve customer satisfactions, and lower costs, and improve speed to market.

A user’s first interaction with a design pattern trains them on what to expect for future interactions. When more than one pattern is used for the same thing, it can be disorienting to the user. Inconsistent experiences across sites with a common user group can lead to a lack of trust in the brand itself. There is crossover in the usership of multiple client sites, meaning the same person could be exposed to different patterns, sometimes in the same sitting.

What's the framework?

‍Assessment framework was carefully thought through. Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

Element Framework: Atomic Design

Atomic Design is a system used to build and organize design elements. This was used as a framework check key elements for consistency of usage and style across the five live sites.

Atoms
The basic building blocks of design
Molecules
Reusable groupings of atoms
Templates
Combining of molecules into more complex modules & pages
User Framework: User attributes

Attributes we kept in mind as we evaluated the current state. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

Cognitive Load
The total amount of mental activity imposed on working memory in any one instance.
Are there too many elements competing for the user’s attention at once?
Color Phychology
Colors can have different meanings based on context.
Are colors being used to add meaning to the experience?
Symbol Semantics
Communication design and the use of symbols, icons and other images.
Do things look and function the same across sites?
Accessibility
Ensuring that people with disabilities can access and use the site.
Do things comply with ADA guidelines for things like color contrast and tab indexing?
Task Efficiency
By creating a more consistent and efficient experience, brand may reduce time-to-market and engage users more quickly and effectively.
Confidence
By creating a more consistent and efficient experience, brand may reduce time-to-market and engage users more quickly and effectively.
The Nitty Gritty

What exists now?

This project consisted of extensive audits over five existing client properties. Following the framework of atomic design, we documented and evaluated the atoms, templates and molecules that made up each property.

Who are the users and where are they going?

While the primary impact of the properties are on prospective clients, there are others to consider as well.

Who is visiting each site

Properties each have their specific focuses. Insights, education, and general offerings occur on the main client name site. Investment managers lean towards a different site focused on investment insights and products. The next property is used by internal employees, hosting their suite of workplace solutions and resources. For current clients with an investment portfolio, this fourth property provides a dashboard for existing client portfolios and their transactions. Lastly, this client conducts extensive research and is a thought-leader in the industry all of which can be found in the last property.

Site One
Main public facing external site offering service overviews, education materials, and insights for individual clients, small businesses, and prospective talent.
Site Two
Public external site intended for larger business clients and their investment managers. Intended to market different products.
Site Three
A suite of workplace financial solutions for businesses and their employees.
Site Four
For current customers to review and manage their financial portfolio.
Site Five
Raw information provided by the research team, allowing clients to know what trends to look out for.
The Findings

So, what did we find?

After several weeks of audit and assessment, we summarized our findings highlighting areas of excellence and opportunities.