Enhanced Due Diligence is a mobile application that helps Executives conduct rapid risk assessment on third party companies.

Enhanced Due Diligence is a mobile application that helps Executives conduct rapid risk assessment on third party companies.

Intro 

Intro 

Client: Fortune 500 company
My Role: UX/UI
Team: Product Managers/Researchers, Business Analyst, Developers
Project Timeline: 3 months

Client: Fortune 500 Telecom company
My Role: UX/UI
Team: Product Managers/Researchers, Business Analyst, Developers
Project Timeline: 3 months

PROJECT BACKGROUND

PROJECT BACKGROUND

There was an existing complex desktop app with 4 heavy features.

There was an existing complex desktop app with 4 heavy features.

User Research 

User Research 

RESEARCH QUESTIONS 

RESEARCH QUESTIONS 

Research to clarify:

Research to clarify:

• Who are the end users and what roles do they play?
• What are users’ pain points and goals?
• Why do they need to conduct rapid assessment? 
• How important are the risk areas & indicators (e.g. litigation, background) as an insight to be shown to the users?

• Who are the end users and what roles do they play?
• What are users’ pain points and goals?
• Why do they need to conduct rapid assessment? 
• How important are the risk areas & indicators (e.g. litigation, background) as an insight to be shown to the users?

User Pain Points  

User Pain Points  

CEOs are always on the go and have a lot of business meetings. They don’t want to wait for hours to do extensive background check on companies before attending meetings or doing business with them.

CEOs are always on the go and have a lot of business meetings. They don’t want to wait for hours to do extensive background check on companies before attending meetings or doing business with them.

Solutions

Solutions

To create a mobile app for CEOs to do rapid risk assessment so that they can quickly do background check on third party companies before they do business with them.

To create a mobile app for CEOs to do rapid risk assessment so that they can quickly do background check on third party companies before they do business with them.

Understand

Understand

PERSONAS

PERSONAS

After understanding the problem to solve, I created the personas to further understand users' goals and pain points and mapped out the structure of the app needed.

After understanding the problem to solve, I created the personas to further understand users' goals and pain points and mapped out the structure of the app needed.

INFORMATION ARCHITECTURE 

INFORMATION ARCHITECTURE 

In order for the team to be aligned quicker and easier, I summed up the contract update approval process into a task analysis diagram. Therefore, instead of referencing 20 pages of documents, team members could reference the task analysis and more easily understand what the process was. 

In order for the team to be aligned quicker and easier, I summed up the contract update approval process into a task analysis diagram. Therefore, instead of referencing 20 pages of documents, team members could reference the task analysis and more easily understand what the process was. 

Strategy

Strategy

Reduce users' data entry effort on the rapid assessment flow

Reduce users' data entry effort on the rapid assessment flow

Create customer support with limited resources

Create customer support with limited resources

SEARCH FLOW

INFORMATION ARCHITECTURE 

Strategy #1

Strategy #1

DESKTOP - 6 INPUT FIELDS

DESKTOP - 6 INPUT FIELDS

There are a number of companies with the same name, therefore the application requires more details for searching the right company. It takes a few hours to generate the desktop report.

There are a number of companies with the same name, therefore the application requires more details for searching the right company. It takes a few hours to generate the desktop report.

PROBLEM FOR MOBILE

PROBLEM FOR MOBILE

With 6 input fields, users are having a hard time remembering the full address and it is a lot of work for users to copy and paste each individual field on mobile.

With 6 input fields, users are having a hard time remembering the full address and it is a lot of work for users to copy and paste each individual field on mobile.

Wireframes

Wireframes

NUMBER OF INPUT FIELDS 

NUMBER OF INPUT FIELDS 

Usability Testing

User Feedback 

Final Design

Final Design

MOBILE - 2 INPUT FIELDS 

MOBILE - 2 INPUT FIELDS 

The final design contains 2 input fields, and a longer listing page. Even though there are more items on the listing page, the best match feature on the listing page can help users identify the most relevant selection.

The final design contains 2 input fields, and a longer listing page. Even though there are more items on the listing page, the best match feature on the listing page can help users identify the most relevant selection.

Wireframe

Wireframe

Chatbot can ask questions in order to help generate the risk report.

Chatbot can ask questions in order to help generate the risk report.

Usability Testing 

Feedback

HARD TO AUTOMATE THE FLOW:  

HARD TO AUTOMATE THE FLOW:  

Since users can type in anything, it is really hard to automate the flow when there are too many variables.

Since users can type in anything, it is really hard to automate the flow when there are too many variables.

Final Design: Chatbot 

Final Design: Chatbot 

In order to further automate the flow, I incorporated quick buttons for users to select the options.

In order to further automate the flow, I incorporated quick buttons for users to select the options.

Impact

Impact

Originally, some clients were intending to discontinue further contracts with us, however, after launching the final design, we managed to retain those clients as well as gaining new Fortune 500 clients. 

Originally, some clients were intending to discontinue further contracts with us, however, after launching the final design, we managed to retain those clients as well as gaining new Fortune 500 clients. 

We continue to improve the experience by doing usability testing and getting qualitative and quantitative feedback from users. 

We continue to improve the experience by doing usability testing and getting qualitative and quantitative feedback from users. 

If you are interested in knowing more details about my work. Please email irislidesign@gmail.com

If you would like to see more projects or know more details about my work. Please email irislidesign@gmail.com