IHS Markit S&P Global
Financial Dashboards
IHS Markit was a global information services company providing data, analytics, and solutions to a wide range of industries, including energy, financial services, transportation, chemicals, and technology. Headquartered in London, it served over 50,000 key customers in more than 140 countries, including a significant portion of the Fortune Global 500.
IHS Markit S&P Global
Financial Dashboards
IHS Markit was a global information services company providing data, analytics, and solutions to a wide range of industries, including energy, financial services, transportation, chemicals, and technology. Headquartered in London, it served over 50,000 key customers in more than 140 countries, including a significant portion of the Fortune Global 500.
Company
Company
IHS Markit - USAA
IHS Markit - USAA
Product
Product
Financial Performance Dashboards
Financial Performance Dashboards
Collaborators
Collaborators
Timy Gonzalez
Timy Gonzalez
Role
Role
Senior UX Designer
Senior UX Designer
Year
Year
2016
2016
Problem Statement
Problem Statement
USAA users cannot easily find their financial dashboards. Users also find it difficult to understand their key performance indicators (KPIs) of their savings and investments.
USAA users cannot easily find their financial dashboards. Users also find it difficult to understand their key performance indicators (KPIs) of their savings and investments.
Objectives & Goals
Objectives & Goals
Users should easily understand the KPIs for savings and investments
Users should easily understand the KPIs for savings and investments
The application should display historical data of all their transactions in a visual manner
The application should display historical data of all their transactions in a visual manner
Users should be able to intuitively navigate and explore the interconnected dashboard categories for savings and investments
Users should be able to intuitively navigate and explore the interconnected dashboard categories for savings and investments
The application should have a consistent design language and intuitive navigation to ensure a predictable and efficient user experience across different features.
The application should have a consistent design language and intuitive navigation to ensure a predictable and efficient user experience across different features.
The platform should be performant and responsive, providing a smooth and reliable experience when interacting with large complex KPIs
The platform should be performant and responsive, providing a smooth and reliable experience when interacting with large complex KPIs
Personae Design
Personae Design
Jennifer Fitzgerald
Jennifer Fitzgerald
Age
Age
45
45
Education
Education
Electrical Engineering
Electrical Engineering
Status
Status
Married
Married
Occupation
Occupation
Air Force Retiree
Air Force Retiree
Location
Location
NYC, NY
NYC, NY
TEch literate
TEch literate
High
High
I want to quickly find important financial metrics of my savings and investments.
I want to quickly find important financial metrics of my savings and investments.
Bio
Bio
Jennifer lives in NYC. Jennifer is an Air Force retiree. She likes to manage her financial investments using easy-to-use dashboards.
Jennifer lives in NYC. Jennifer is an Air Force retiree. She likes to manage her financial investments using easy-to-use dashboards.
Core needs
Core needs
•
•
Needs to login and find essential financial dashboards
Needs to login and find essential financial dashboards
•
•
Needs to find specific categories of information related to her savings, investment performance, etc.
Needs to find specific categories of information related to her savings, investment performance, etc.
Frustrations
Frustrations
•
•
The user has problems identifying relevant performance metrics
The user has problems identifying relevant performance metrics
•
•
The user has problems navigation to the location of the various dashboards and how they are organized.
The user has problems navigation to the location of the various dashboards and how they are organized.
Personality
Personality
Leader
Leader
Thinker
Thinker
Analyzer
Analyzer
Tech-savvy
Tech-savvy
UI Design Example
UI Design Example
Design Concept
Design Concept
Design & Development Tools Used in this Project
Design & Development Tools Used in this Project
Timy Gonzalez
Copyright © 2025 Timy Gonzalez
Address
Mooresville, NC, USA
My Email
timygonzalez@mail.com
Call Me Now
704-402-4401