Solovis wanted to give their sophisticated clients the ability to generate analysis and dynamic data what-if scenarios to understand the future state of their investments based on new scenarios.
- 1 Project Manager
- 1 UI/UX Designer
- 2 Developers
- 1 Architect
- 1 Strategy/Workflow Team
- Collate previous client workshop learnings
- Design Studio Workshops
- Product Development Workshops
- Existing Workflow and Application Audit
- Persona creation
- Journey Map creation
- Requirement creation
- Stakeholder and User Inteviews
- Rapid Prototyping
- User Testing
- UX architecture Design system
- Defined Product MVP
- 3 months
UX Research & discovery
User interviews conducted with internal stakeholders and Solovis customers allowed Tonic3 to better understand how users interact with the existing Solovis platform. More importantly, these interviews identified the motivations, behaviors, processes, and pain points associated with performing what-if analysis and projection modeling occurring outside of Solovis. These insights were translated into primary personas (user profiles) and key user flows to ensure the design process was grounded in users’ needs.
Informed by these activities, Tonic3 facilitated a Design Studio with key Solovis stakeholders to ideate and solve the highly complex workflows and and data intensive screens. After reaching a general consensus on requirements, Tonic3 drove an intensely iterative process of prototyping, user testing, and design refinement within highly compressed timeliness to produce the final development ready product.
Solovis enables institutional investment managers of some of the largest foundations, endowments, pensions, OCIOs and family offices in the world to streamline and simplify the process of aggregating and analyzing mountains of non-standardized data in order to plan and manage for optimal growth. Founded in 2013, Solovis is an institutional investment management and reporting solution for asset allocation managers working for endowments, foundations, pensions, OCIOs, and family offices. Solovis has raised over $20m in investment funding to fuel future growth.