Goal Design DiligenceVault’s alternative investment due diligence platform to: • Allow for investors to easily and quickly initiate and locate due diligence • Allow for investors to approve and track investments • Allow for investors and managers to quickly and easily create due diligence templates Overview My Role I continue to provide UX consulting in the following categories: • Research • Design • Rapid Prototyping Key Deliverables • Research Report • Sitemap • User flows • Wireframes Please Note: Due to the sensitive nature of this ongoing engagement, limited information can be provided at this time
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Goal
Design DiligenceVault’s alternative investment due diligence platform to:
• Allow for investors to easily and quickly initiate and locate due diligence
• Allow for investors to approve and track investments
• Allow for investors and managers to quickly and easily create due diligence templates
Overview
My Role
I continue to provide UX consulting in the following categories:
• Research
• Design
• Rapid Prototyping
Key Deliverables
• Research Report
• Sitemap
• User flows
• Wireframes
Please Note: Due to the sensitive nature of this ongoing engagement, limited information can be provided at this time
Research Activities
Stakeholder Interviews In-person interviews withfounders
Product Research Research into product, history, key benefits
Competitive & Comparative Analysis Research & analysis of competitor software platforms
User Research In person user interviews, In-person user testing with financial professionals,
Development of Personas for each investor type
Persona Example for Endowment
Please Note: Due to the sensitive nature of this ongoing engagement, limited information can be provided at this time
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