S&P
Capital IQ

UI/UX / Research / Quantitative & Qualitative / Branding / User Testing

As the Creative Director for User Experience Design, I led the Hong Kong UI/UX design team for the iPad App, with a clear, user-centred vision. My decisive leadership was pivotal in delivering an exceptional experience that granted users immediate access to crucial market data, analytics, and synchronized documents for offline use. By prioritizing intuitive navigation, advanced dashboard customization, and a powerful toolkit, the app empowered users to stay connected to their coverage and maintained their competitive edge while on the go.

What is S&P Capital IQ
App for iPad

S&P Capital IQ iPad equips clients with unrivaled data, analytics, and sector insights to dominate their markets. Its mobile app provides instant access to news, real-time market data, filings, and company profiles, powered by our vast and high-quality data universe.

Hold the power of the S&P Capital IQ universe in your hands

Why: Stay Ahead in Finance

The S&P Capital IQ iPad App empowers professionals to outpace the competition with real-time market and company insights, accessible anywhere.

The Purpose

How: Seamless, User-Centric Design

Through intuitive navigation, auto-synced data, offline access, and a customizable dashboard, the app delivers tailored analytics and tools, such as Quick Comps and transcripts, for swift and informed decisions.

The Process

What: Powerful Mobile Insights

The app provides real-time market updates, sector news, research from 1,700+ firms, audio transcripts, ownership data, and financial comparisons optimized for iPad to master markets on the go.

The Result

The S&P Capital IQ platform, powered by our new innovative design system, delivers unparalleled accuracy and real-time financial insights to investment banks, asset managers, private equity firms, and corporations worldwide.

UX Design
Process

Why is the UX Design Process fundamentally important to businesses?

The UX design process is a strategic investment that delivers measurable business value by prioritizing users while aligning with organizational goals. It creates products that are intuitive, efficient, and inclusive, driving customer satisfaction, loyalty, and revenue while minimizing costs and risks. In a competitive landscape, businesses that embrace UX design gain a significant edge, as it ensures their products remain relevant, user-focused, and adaptable to evolving needs.

  • The Define phase establishes the foundation for the UX process by clarifying what needs to be built, why it matters, and who it serves. This step focuses on aligning the project with user needs and business goals through collaborative discussions, typically in stakeholder workshops or kick-off meetings.

  • The Research phase focuses on building a deep understanding of users, their needs, and the broader context in which the product will exist. By fostering empathy and gathering actionable insights, this step ensures the design process is grounded in real user behaviors and expectations.

  • In the Analysis & Planning phase, designers synthesize insights from the research phase to create a strategic blueprint for the product. This step transforms raw data into actionable plans that address user needs and align with business objectives.

  • The Design phase transforms research insights and planning into tangible, user-centered interfaces. Here, designers create and refine the product’s structure, flow, and visual identity, ensuring a seamless and engaging user experience.

    This phase encompasses both UX (User Experience) and UI (User Interface) design, with key activities including:
    - Information Architecture
    - Navigation Design
    - Wireframes and Layouts
    - Usability and Accessibility
    - Microcopy
    - UI Design

  • The Prototyping phase brings designs to life by creating interactive models of the product. Prototypes simulate the user experience, enabling usability testing and providing valuable feedback on functionality, flow, and design effectiveness.

  • The Testing phase validates the product’s usability and functionality by gathering real user feedback. Through usability testing, designers identify pain points, uncover areas for improvement, and ensure the interface meets user needs before launch.

  • The Launch phase marks the transition from design to deployment. After usability testing and iterative refinements, the finalized high-fidelity interface is handed over to the development team for implementation.

  • The Iteration phase ensures the product evolves with user needs and market demands after launch. Rather than being a final step, iteration is an ongoing cycle of monitoring, analyzing, and refining the product to enhance its usability, performance, and relevance.

White Board Session

The whiteboard session was a pivotal opportunity to analyze and translate platform data sets into a cohesive tablet experience. Amid a comprehensive transformation spanning system infrastructure, branding, product, and content, it was the perfect moment to reimagine our UX strategy. Through collaborative brainstorming, we aligned user experience design with the most relevant content, ensuring our platform delivers intuitive, engaging, and impactful interactions that reflect our evolving brand and business objectives.

Through collaborative whiteboard sessions and iterative team discussions, we developed a high-level information architecture (IA) that aligned user needs with our transformation goals. Building on this foundation, we partnered closely with the Product & Content (P&C) and Business Analyst (BA) teams to develop a roadmap that outlined specific user flows, content priorities, and technical requirements, ensuring a cohesive, user-centered experience that supports our evolving brand and business objectives.

SP CIQ White Board Session 2
SP CIQ White Board Session 1

Stakeholder &
User Interviews: Uncovering Goals
for the Tablet Experience

Through one-on-one interviews with existing clients, we gained deep insights into their needs and expectations for our platform’s tablet experience. The majority expressed a strong desire for key platform features to be seamlessly integrated into the tablet app, prioritizing consistency and ease of use. Our primary challenge is strategically prioritizing which features to include and exclude, ensuring the tablet experience is intuitive, focused, and aligned with our broader transformation goals for branding, content, and usability.

SP CIQ Stakeholder User Interviews
iPad_mockup_1.jpg

First-Generation iPad App User Traffic & Insights

We’ve tracked user traffic for our first-generation iPad app to assess its performance and user experience for the last 18 months. Direct conversations with clients revealed significant usability issues: 90% of users struggled to locate desired content and reported a frustrating, poorly executed experience. These findings underscore critical gaps in the app’s navigation, content organization, and overall design. Leveraging this data, we’re collaborating with the Product & Content and Business Analyst teams to inform our UX strategy. Our goal is to redesign the app with intuitive navigation, streamlined content, and a user-centered approach, aligning with our broader transformation of branding, content, and platform infrastructure.

SP CIQ App and Users Traffic Insights

Persona: Aligning Teams with User Needs

Initially, the team perceived persona creation as a tedious, lab-based research exercise, expecting it to be time-consuming and disconnected. Through targeted workshops, however, we shifted this mindset, fostering high engagement and a shared understanding of our tablet app’s target users. By collaboratively defining personas that capture users’ needs, goals, and behaviors, we established a strong foundation for our UX strategy. This process not only aligned cross-functional teams, including Product and Content, Business Analysts, designers, and high-usage clients, but also ensured that our tablet experience would be empathetic, intuitive, and tightly aligned with our broader transformation of branding, content, and platform infrastructure.

SP CIQ Persona with Team

User Journey: Accessing and Sharing Files in the Tablet App

"Alex," a mid-level manager in a corporate setting. Alex uses the tablet app to manage team projects, relying on the "Shared Workspace" to collaborate with colleagues. User interviews revealed that 90% of users, including Alex, struggled to find content and found the first-generation app poorly executed, prompting a redesign focused on intuitive navigation and feature consistency.

Journey Overview: This user journey maps Alex’s experience as they log into the tablet app, navigate to the "Shared Workspace," locate a file, and share it with a teammate, reflecting the redesigned experience.

SP CIQ User Journey
SP CIQ Briefing Home iPad

Wireframes: Optimizing Main Navigation for Discovery

Our research revealed that the hamburger button is a widely recognized icon for main navigation, especially for tablet users seeking a familiar menu system. To validate this, we conducted A/B testing, confirming that users quickly identified the hamburger button and used it to explore more content effortlessly. This design choice, reflected in our wireframes, addresses user feedback about navigation struggles in the first-generation app, ensuring a more intuitive and discoverable experience while aligning with our broader goal of enhancing usability across the platform.

SP CIQ Wireframe Navigation

Prototyping the Tablet Experience: Methods & Tools

Prototyping is an essential phase in the UX process, and the method I choose is always aligned with the project's stage, objectives, and feedback requirements.

SP CIQ Phototype Methods

  • In the early ideation phase, I rely on paper prototypes, as concepts are still evolving; they are quick, cost-effective, and allow for rapid iteration through hand-drawn sketches. This approach enables us to effectively test basic layouts and user flows with stakeholders or users without any technical investment.

  • For the mid-stage, wireframe tools like Balsamiq are my go-to choice, as the focus shifts to refining the structure and functionality. Balsamiq's intuitive, sketch-like interface produces low-fidelity digital wireframes, making it easy for users to test navigation and layout. This has enabled us to conduct workshops in various locations with cross-functional teams.

  • Our dedicated tech team focuses exclusively on creating actionable prototypes on the device (it's rare). These mid-to-high-fidelity prototypes, with clickable elements, animations, and realistic content, emulate the final product. This enables detailed user testing to uncover usability issues and ensure the experience meets user expectations before entering the heavy development phase.

Mobile Design System: Ensuring Consistency Across Devices

Design principles: A shared vision and best practices that unify the components of the design system.

Our mobile design system is a comprehensive set of reusable components, such as pattern libraries, colours, typography, and UI elements, paired with standardised design principles tailored for mobile interfaces. These systems ensure consistency in visual design and interaction patterns, enabling teams to scale efficiently while maintaining a unified brand identity. This system effectively addresses challenges such as diverse screen sizes and touch interactions, promoting quicker iterations and minimizing design debt.

SP CIQ Design System

Takeaways for the S&P Capital IQ App for iPad

Based on user feedback, the following key takeaways should guide the development of the S&P Capital IQ iPad app to ensure it meets user needs and expectations:

SP CIQ takeaways iPad App Store Screen

    • Prioritize on-demand access to accurate, auditable financial data with traceability to source documents.

    • Ensure robust coverage of public companies and industries, with sufficient data for financial analysis and valuations.

    • Note limitations in private company data and consider supplementary sources or features to address this gap.

    • Design a user-friendly and intuitive interface that mirrors the ease of use of the desktop platform.

    • Enable customizable dashboards and tearsheets to allow users to tailor data views to their specific needs.

    • Incorporate comprehensive, user-driven search and screening tools for comparable companies and transactions.

    • Develop a robust Excel plug-in for the iPad app, ensuring seamless data downloads and analysis.

    • Optimize data accessibility for users performing financial modeling, valuations, or discounted cash flow analyses.

    • Support in-depth analysis through data regression and diverse dashboard generation for actionable insights.

    • Offer add-on features for users conducting specialized market or financial instrument analyses.

    • Integrate a quick, responsive help desk function to assist users with functionality and queries.

    • Plan for continuous feature updates to align with evolving user needs and industry trends, ensuring seamless integration and ongoing support.

    • Ensure reports and analyses are concise, delivering maximum insight with minimal text.

    • Focus on streamlined data presentation to support a data-driven user base.

SP CIQ Multi Screens

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