Project Sherlock

When Solovis wanted to build a new standalone product for their customers to better project future investments, they wanted this new module to be a step toward creating a superior user experience.  Understanding the complexity of this challenge, Solovis enlisted the help of Tonic3.

 

 

 

 

WE HELPED WITH

UX Design

FOR

Financial Services

THE APPROACH

UX Research & Discovery

Matching the client’s start-up pace and style, Tonic3 developed and executed a flexible plan consisting of research, sketching, design-thinking exercises, rapid prototyping, and iterative testing to arrive at a robust high-fidelity prototype.

 

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.

 

 

THE RESULTS

About Solovis

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.

SOLVING PROBLEMS

Partnering with the Solovis team (and working nights and weekends), Tonic3 completed the UX problem-solving portion of the project and delivered the production-ready high-fidelity prototype on time and under budget. Development is underway and on target for release in Fall 2018.

 

 

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