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Step 4: Client Reports
Sprint Duration: 7–8
Step 4: Client Reports
Sprint Duration: 7–8
Step 4: Client Reports
Sprint Duration: 7–8
Product Milestone Synopsis
Product Milestone Synopsis
Building a tailored client report system
Building a tailored client report system
In Step 4, the aim was to construct a client report system enabling advisors to generate tailored summaries of the insights derived from Steps 1-3.
We designed an interface that allows advisors to select either individual reports on expenses and income or a combined report that incorporates both elements.
I also began structuring the reports themselves.
Product Milestone Synopsis
Building a tailored client report system
In Step 4, the aim was to construct a client report system enabling advisors to generate tailored summaries of the insights derived from Steps 1-3.
We designed an interface that allows advisors to select either individual reports on expenses and income or a combined report that incorporates both elements.
I also began structuring the reports themselves.
Sprint 7
Sprint 7
Sprint 7
Overcoming mid-fidelity testing constraints with heuristic guidelines
Overcoming mid-fidelity testing constraints with heuristic guidelines
Overcoming mid-fidelity testing constraints with heuristic guidelines
This sprint focused on designing a mid-fidelity prototype for the client report selection interface.
Due to time constraints, we were unable to conduct user testing. To compensate, we built our prototype using industry standard heuristic guidelines.
The design was swiftly approved by our product owner, authorizing the team to begin a high-fidelity iteration.
This sprint focused on designing a mid-fidelity prototype for the client report selection interface.
Due to time constraints, we were unable to conduct user testing. To compensate, we built our prototype using industry standard heuristic guidelines.
The design was swiftly approved by our product owner, authorizing the team to begin a high-fidelity iteration.
Overlay heuristic guidelines
Overlay heuristic guidelines
Sprint 8
Sprint 8
Sprint 8
Structuring combined report architecture and creating sample visuals
Structuring combined report architecture and creating sample visuals
Structuring combined report architecture and creating sample visuals
In my final sprint as an intern, I devised the information architecture of the combined report. To enhance stakeholder comprehension, I also created sample report visualizations.
Concurrently, the rest of the team worked on advancing the client selection interface to high-fidelity.
In my final sprint as an intern, I devised the information architecture of the combined report. To enhance stakeholder comprehension, I also created sample report visualizations.
Concurrently, the rest of the team worked on advancing the client selection interface to high-fidelity.
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📊
Total vs. Protected Monthly Expenses Graph
Total vs. Protected Monthly Expenses Graph
Total vs. Protected Monthly Expenses Graph
From "Income Gap Analysis"
From "Income Gap Analysis"
Outer Grey Bars
Outer Grey Bars
Represent projected future monthly totals of retirement expenses.
Represent projected future monthly totals of retirement expenses.
Inner Colored Bars
Inner Colored Bars
Represent a percentage of future expenses that must be protected by guaranteed income.
Represent a percentage of future expenses that must be protected by guaranteed income.
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🌱
Annuity Add-on Living Benefit Diagram
Annuity Add-on Living Benefit Diagram
Annuity Add-on Living Benefit Diagram
From "Grow It, Guarantee, Invest It"
From "Grow It, Guarantee, Invest It"
Bonus
Bonus
In a flat or down market, the investment value grows annually by a designated fixed rate.
In a flat or down market, the investment value grows annually by a designated fixed rate.
Step-Up
Step-Up
In a rising market, the investment value locks in gains to grow annually beyond the fixed rate.
In a rising market, the investment value locks in gains to grow annually beyond the fixed rate.
Final Design & Impact
Final Design & Impact
Final Design & Impact
An engaging conclusion to the client journey that facilitated final launch
An engaging conclusion to the client journey that facilitated final launch
An engaging conclusion to the client journey that facilitated final launch
The high-fidelity iteration for Step 4 received strong approval from both advisors and clients. Stakeholders also praised the consistency of the report architecture.
Overall, this step boosts client engagement and effectively concludes their journey through the tool.
Subsequent sprints after my internship ended focused on completing report content and preparing for final launch.
The high-fidelity iteration for Step 4 received strong approval from both advisors and clients. Stakeholders also praised the consistency of the report architecture.
Overall, this step boosts client engagement and effectively concludes their journey through the tool.
Subsequent sprints after my internship ended focused on completing report content and preparing for final launch.
Overlay task flow
Overlay task flow
More Product Milestones
More Product Milestones
View the rest of the project's progression
More Product Milestones
View the rest of the project's progression
Get in touch with me 📤
Want to delve deeper into my work? Feel free to email me at jkersh07@gmail.com or message me on any other platform. I love meeting new people.
Designed & developed by Jacob Kersh © 2024.
Get in touch with me 📤
Want to delve deeper into my work? Feel free to email me at jkersh07@gmail.com or message me on any other platform. I love meeting new people.
Designed & developed by Jacob Kersh © 2024.
Get in touch with me 📤
Want to delve deeper into my work? Feel free to email me at jkersh07@gmail.com or message me on any other platform. I love meeting new people.
Designed & developed by Jacob Kersh © 2024.