This document outlines the user-centered design process for a client project involving data rooms and visualization. It includes stages for discovery, definition, development, and delivery. Research was conducted including prior design reviews, usability testing, and competitive analysis. Prototypes were created and tested to define problem statements and strategic guidelines. The process resulted in a preferred visualization method, prototype, and annotated wireframe for the client.

1. The Client
@riveranomics.com
Image Credit: dealroom.net
DealRoom

2. HCI | User-centered Design
@riveranomics.com
Image Credit: dannessler.com
@riveranomics.com

3. Discover | Prior Research
@riveranomics.com
Reference: Nectarine
@riveranomics.com

4. Discover | Data Rooms Users
@riveranomics.com@riveranomics.com

5. Discover | Prior Design
@riveranomics.com
Reference: Nectarine
@riveranomics.com

6. Discover | Usability Testing
@riveranomics.com@riveranomics.com

7. Define | Problem Statements
@riveranomics.com@riveranomics.com

8. Define | Strategic Guidelines
@riveranomics.com@riveranomics.com

9. Define | Competitive Metaphors
@riveranomics.com
Image Credit: ansarada.com
Image Credit: zendesk.com
Image Credit: datahero.com
Image Credit: intralinks.com
@riveranomics.com

10. Develop | Ideation
@riveranomics.com@riveranomics.com

11. Develop | Prototypes
@riveranomics.com
Reference: Cassie
@riveranomics.com
+ +
Reference: Myself Reference: Maria

12. Develop | Usability Testing
@riveranomics.com@riveranomics.com
● The preferred method of visualization is line charts.
● Preference for activity tracking at the document and
user level.
● Strongly in favor for filtering and automating capabilities.
● Want the most information possible in a single view.
● They see buyer engagement as relative function of
number of actions across time as a result of documents
interaction.

13. Deliver | Prototype
@riveranomics.com@riveranomics.com

14. Deliver | Annotated Wireframe
@riveranomics.com@riveranomics.com