500 to 1: A Cooper Case Study
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500 to 1: A Cooper Case Study

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A year after the mergers that created the company, Thomson Reuters realized that they had over 500 different software programs serving their tens of thousands of financial services customers. Few of ...

A year after the mergers that created the company, Thomson Reuters realized that they had over 500 different software programs serving their tens of thousands of financial services customers. Few of these programs looked or acted like they had anything to do with each other.

Thomson Reuters approached Cooper to envision a platform that would unify the experiences across multiple user groups and channels, including web, smartphone, and iPad applications. User groups included "C-suite" leaders, investor relations professionals, investment banks, portfolio managers, and treasury professionals.

In this multi-year, global project, Cooper was able to utilize small, nimble teams to tackle the massive research, interaction, and information architecture challenges; help re-organize the company to be user-centered and design-ready; and give the company a tools to carry the design forward after the consultants left.

NOTE: The slides didn't upload well, making some of the screens much less attractive than they were in person. Keep an ear out for the podcast for the audio.

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  • [CLICK THIS SLIDE ONCE TO KICK OFF A LITTLE FADE THROUGH IMAGES]Cooper is a design and strategy firm based in San Francisco. We work with companies to create products and services that delight the people who use them.Since 1992, we’ve designed everything from medical devices to consumer products to sophisticated business tools. Our specialty has always been bringing clarity to complex situations. We know that “simple” isn’t easy, and that a breakthrough user experience begins with a deep understanding of people.
  • Our client was the VP suite of TR. We worked with a project manager for the day to day, and occasionally checked in with the VP suite to share the progress of the vision.
  • Story about how we were stuck. Got unstuck:
  • Note about Make it So…

500 to 1: A Cooper Case Study 500 to 1: A Cooper Case Study Presentation Transcript

  • 500 to 1› A Cooper Case Study MARCH 25, 2012
  • Hey.about.me/chrisnoessel/@chrisnoessel, #500to1,@cooper
  • Who’s Cooper?
  • Credit Analysis Quantitative and Event Driven Trading Thomson Reuters DataScope Reference DataCredit on Thomson Reuters Eikon Rates on Thomson Reuters Eikon Thomson Reuters DataScope SelectData Access Control System (DACS) Real-Time Data Integration, Distribution and Thomson Reuters Deal AnalyticsDatastream Management Thomson Reuters Deal TrackerEconomic Point in Time Regulatory Compliance - MiFID Thomson Reuters DealingeMAXX ReplayService for RMDS Thomson Reuters Dealing AggregatorEquity Market Share Reporter Reuters 3000 Xtra Thomson Reuters Deals Business IntelligenceEvent Driven Reuters 3000 Xtra Hosted Terminal Access Thomson Reuters Eikon and TradewebEvent Indices Reuters Client Developer Program Thomson Reuters Eikon Fixed Income for NorthExternal Data Publishing Reuters Domestic News Services AmericaFasTick Reuters EcoWin Pro Thomson Reuters Eikon for Agriculture ProfessionalsFirst Call Reuters Electronic Trading Thomson Reuters Eikon for CommoditiesFramework Integration Services Reuters Estimates ProfessionalsFund Marketing & Performance Analysis Reuters Fundamentals Thomson Reuters Eikon for Corporate TreasuryGas Market Trader Continental Reuters Insider + = Thomson Reuters Eikon for Energy ProfessionalsGas Market Trader NBP Reuters Knowledge - Corporates Thomson Reuters Eikon for Metals ProfessionalsGas Market Trader North America Reuters Knowledge - Investment Management Thomson Reuters ElektronGlobal Macro Reuters Station Thomson Reuters Enterprise Platform for Real-TimeHedgeWorld Reuters Trader Eastern Europe Thomson Reuters Enterprise Platform for VelocityI/B/E/S Reuters Trader Latin America AnalyticsIFR Asia Reuters Trader Northern Europe Thomson Reuters eXimiusIFR Briefings Reuters Trader Southern Europe Thomson Reuters Fixed Income TradingIFR Markets Reuters Trader United Kingdom and Ireland Thomson Reuters Forward MatchingInternal Data Publishing Reuters Trader Western Europe Thomson Reuters Global TCAInternational Financing Review (IFR) Reuters Trading for Exchanges Thomson Reuters IPO SolutionsInvestment Benchmark Report: Fund Performance Reuters Trading for Foreign Exchange Thomson Reuters LPCInvestmentView Reuters Wealth Manager Thomson Reuters Machine Readable NewsIR Webcasts and Websites Reuters/University of Michigan Surveys of Consumers Thomson Reuters Matching for Prime BrokerageIRHub SDC Platinum Thomson Reuters MessengeriWealth Securitized Derivatives Network Thomson Reuters Messenger ComplianceLeague Tables StarMine Monitor Thomson Reuters News AnalyticsLong Short Equity StarMine Quantitative Models Thomson Reuters NewsScope Application LicenseLPXpert StockReports+ Thomson Reuters On DemandMarketQA StreetEvents Thomson Reuters Order Book AnalyzerMATLAB® Thomson Reuters StreetSight Thomson Reuters Point Carbon AdvisoryMonthly Market Share Reports Thomson ONE Book Management Thomson Reuters Proposal GenerationNelson Information Thomson ONE Buy-Side Trading MARCH 25 2012 · 500 INTO 1 Estate Thomson Reuters Real · ©2012 COOPER · 5News Archive Thomson ONE Corporate Development (www.reutersrealestate.com)
  • Challenge #1 Boiling the ocean MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 6
  • Portfolio managers CEOs Investors CFOs CTOs Investor Relations Business Analysts PressRelations Journalists Investment Corporate Bankers Services Bankers Wealth Managers Treasury MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 7
  • We utilized small teams in serialtime Wealth CEOs managers Portfolio managers Investment Corporate Services Bankers MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 8
  • “Connective tissue” & cross-fertilizationOne engagement lead Wealth CEOs managers Portfolio managers Investment Corporate Services Bankers MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 9
  • Global research in financial capitals MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 10
  • Personas & Scenarios Angela Lin, Portfolio Manager + Manages the Vice Fund for Preston-Kirk + Uses a fundamental approach + Collaborative atmosphere at Preston-Kirk Kyle Nelson, Analyst + Supports Angela + Only been at it for a few years MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 11
  • Challenge #2: Information-Architectingthe financial world MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 12
  • Traditional IA methods would have failedus MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 13
  • Financial information is deeply interconnected MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 14
  • Visible hierarchy  Teleportation betweennodes MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 15
  • “Node”-focused IA new node pivot MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 16
  • More details search and global navigation title bar export view view routines controls or related relevance MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 17
  • IA “heresy” for the project+ Kill the top-down information hierarchy+ Get node-focused+ No real “home”+ No exhaustive top-level navigation+ Only starting points, train of thought, & current focus+ Match the way people work MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 18
  • The title bar: What am I looking at? MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 20
  • Views are important facets of information MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 21
  • Routines are collections of other views MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 22
  • Tiles are pre-views of information &navigation MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 23
  • Routines are node-specific, curatedviews MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 24
  • …that are easy to customize Removing unwanted tiles Reordering tiles MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 25
  • A library of alternate views is available MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 26
  • Visual history helps her easily recover MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 27
  • Four IA tools MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 28
  • 1. Some navigation in the content Jumps to the FTS stock MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 29
  • 2. The routine panel are likely next steps MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 30
  • 3. Search is familiar, fast navigation A peek gives quick info MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 31
  • 4. “Jump buttons” are for “teleportation” The large buttons jump to pages MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 32
  • 4. “Jump buttons” are for “teleportation” The dropdowns present lists MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 33
  • 4. “Jump buttons” are for “teleportation” Most can be configured by the users MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 34
  • Challenge #3: Experience AcrossChannels MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 40
  • MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 41
  • MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 42
  • Scratch pad / folder concept MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 43
  • MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 45
  • What would we do differently?+ Research two starter populations › That are significantly different › Test “each side” of a large design+ Test the node-focus with remaining users › What’s fixed & universal vs. what’s persona-particular?+ Let the top brass experience the most novel of our ideas first-hand › Prototype › Face-to-face MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 46
  • Three closing thoughts MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 47
  • Don’t boil the ocean. It’s a waste oftime and annoys the ocean. MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 48
  • Search is lazydesign™.Add some value here, people. MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 49
  • The real medium you’re workingwith is (still) the human mind. MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 50
  • Thanks!about.me/chrisnoessel/@chrisnoessel, #500to1, @cooper