UX Design

Global Nav | Clearwater Analytics

Clearwater manages and reports on over $7.3 trillion in assets daily, covering numerous accounts, asset classes, currencies, and regulatory bodies. It provides a unique SaaS-based investment accounting and analytics solution, transforming investment accounting teams into growth drivers. This leads to simplified reporting and quicker, more confident decision-making, ultimately boosting returns.

Problem

The existing navigation solution, with only two levels, was insufficient for a new product requiring four levels of navigation to effectively organize various tools and features.

Process

1. Research and Requirements Gathering
   • Conducted user research involving surveys, interviews, and focus groups with 20 individuals across several products.
   • Identified the need for a four-level navigation structure.
2. Design and Prototyping
   • Collaborated with another designer to create two navigation prototypes (A and B) using Figma.
   • Utilized card sorting activities to identify recurring themes within the feedback.

A:

B:

1. User Testing
   • Performed A/B testing with 12+ stakeholders, including engineering teams, product managers, end users, and marketing staff, using Userlytics.
   • Gathered key insights and user preferences through recorded interactions and verbal feedback.

1. Iteration and Refinement
   • Consolidated feedback and key learnings, such as the confusion caused by option A regarding breadcrumb navigation.
   • Incorporated stakeholder feedback, particularly on white-labeling requirements, into the final sidebar navigation design.
2. Implementation and Documentation
   • Utilized Figma for design and prototyping, and documented the process using FigJam and Jira.

Outcome

• Successfully redesigned the global navigation for 20+ products, enhancing user experience and clarity.
• Achieved positive reception and feedback during user testing, demonstrating improved navigational efficiency and user satisfaction.

NATIVE APP DESIGN—READY FOR THE DAY | Passion Project

For this exploration into UX design, I interviewed an individual to identify pain points in their morning routine. After identifying said pain point—he stressed over having everything in his backpack when leaving for school—I designed a native app to help resolve the issue. Ready for the Day was born! Using Figma, I created the wire frame and basic user flow for an app that would use NFC technology to know when your pre-registered items were in your backpack when you leave the house.