Morgan Stanley
Morgan Stanley
Financial Dashboards
Financial Dashboards
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management, and investment management services. Founded in 1935, the company has a long history of serving corporations, governments, institutions,
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management, and investment management services. Founded in 1935, the company has a long history of serving corporations, governments, institutions,
Company
Company
Morgan Stanley
Morgan Stanley
Product
Product
Document Management System for Financial Products Literature
Document Management System for Financial Products Literature
Collaborators
Collaborators
Timy Gonzalez
Morgan Stanley Product Owners
Timy Gonzalez
Morgan Stanley Product Owners
Role
Role
Senior Product Designer
Senior Product Designer
Year
Year
2016
2016
Problem Statement
Problem Statement
Morgan Stanley has a large repository of financial documents in many categories. The users cannot find relevant documents using their current CMS systems in a timely maner.
Morgan Stanley has a large repository of financial documents in many categories. The users cannot find relevant documents using their current CMS systems in a timely maner.
Objectives & Goals
Objectives & Goals
Users should easily find any kind of documents from their large document repository
Users should easily find any kind of documents from their large document repository
The application should allow the users to find documentation in different ways, including semantic search, word match search, vector search, etc.
The application should allow the users to find documentation in different ways, including semantic search, word match search, vector search, etc.
Users should be able to intuitively navigate and explore the interconnected nature of their documents through clear repository paths.
Users should be able to intuitively navigate and explore the interconnected nature of their documents through clear repository paths.
The application should provide intuitive controls for managing data permissions and access rights.
The application should provide intuitive controls for managing data permissions and access rights.
The application should provide a clear and organized interface for managing documents, categories of documents, permissions, and access cofigurations.
The application should provide a clear and organized interface for managing documents, categories of documents, permissions, and access cofigurations.
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 sets of documents and complex queries.
The platform should be performant and responsive, providing a smooth and reliable experience when interacting with large sets of documents and complex queries.
UX Process
UX Process
4. Code & Deploy
4. Code & Deploy
5. Measure and Learn
5. Measure and Learn
3. Conceptualize
3. Conceptualize
2. Define
2. Define
1. Discover
1. Discover
Deliverables
Deliverables
Deliverables
Deliverables
Deliverables
Deliverables
Deliverables
Deliverables
Deliverables
Deliverables
Needs
Users
Stakeholders
LOBs
FRDs
Accessibility
Needs
Users
Stakeholders
LOBs
FRDs
Accessibility
Business goals
User needs
User journeys
Information arch.
Visual preferences
Success Metrics
Business goals
User needs
User journeys
Information arch.
Visual preferences
Success Metrics
Design language
Layout design
Interaction design
Usability testing
Design language
Layout design
Interaction design
Usability testing
Front-end coding
Back-end coding
API Integration
Testing & QA
UX Auditing
Deployment
Front-end coding
Back-end coding
API Integration
Testing & QA
UX Auditing
Deployment
Metrics for LOBs
Usage analytics
User feedback
Accessibility
Metrics for LOBs
Usage analytics
User feedback
Accessibility
Success metrics
Heuristic evaluations
Accessibility tests
Recommendations
Improvements plan
Success metrics
Heuristic evaluations
Accessibility tests
Recommendations
Improvements plan
Front-end code
Back-end code
QA Test plan
Deployment plan
Developers docs
Front-end code
Back-end code
QA Test plan
Deployment plan
Developers docs
User stories
Journey maps
Taxonomies
Persona designs
Flow diagrams
Mind maps
User stories
Journey maps
Taxonomies
Persona designs
Flow diagrams
Mind maps
Design system
Low-res wireframes
Hi-res wireframes
Prototypes/Animations
Graphic assets
Usability test analisys
Design system
Low-res wireframes
Hi-res wireframes
Prototypes/Animations
Graphic assets
Usability test analisys
Interviews
Surveys
Report
Interviews
Surveys
Report
Research
Research
Design
Design
Learn
Learn
Iterate
Iterate
Code
Code
pen
pen
lightbulb
lightbulb
brackets
brackets
ruler
ruler
UX Process
UX Process
Discover
Discover
Needs
Needs
Discover the needs for this product by conducting user interviews and asking questions related to the need for the product.
Discover the needs for this product by conducting user interviews and asking questions related to the need for the product.
Users
Users
Find out which types of users benefit from this product.
Find out which types of users benefit from this product.
Stakeholders
Stakeholders
Find out who are the primary stakeholders fro this product. From end users to CEOs.
Find out who are the primary stakeholders fro this product. From end users to CEOs.
LOBs
LOBs
Find out what lines of business are part of this project or could be part of this project.
Find out what lines of business are part of this project or could be part of this project.
FRDs
FRDs
Find out if there are existing functional requirement (FRD) document or see if they are complete or need to be completed, who owns the document, etc
Find out if there are existing functional requirement (FRD) document or see if they are complete or need to be completed, who owns the document, etc
Accessibility
Accessibility
Find out if there are any specific accessibility requirements for ADA, WCAG, etc.
Find out if there are any specific accessibility requirements for ADA, WCAG, etc.
Deliverables
Deliverables
Interviews
Interviews
Results of interviews with executive summaries and quantitative measurements.
Results of interviews with executive summaries and quantitative measurements.
Surveys
Surveys
Results of surveys with executive summaries and quantitative measurements.
Results of surveys with executive summaries and quantitative measurements.
Reports
Reports
Reports of any other findings related to this discovery phase.
Reports of any other findings related to this discovery phase.
pen
pen
Define
Define
Business Goals
Business Goals
Define what the business goals are for this suite of applications.
Define what the business goals are for this suite of applications.
User Needs
User Needs
Define what the users needs mean for this specific.
Define what the users needs mean for this specific.
User Journeys
User Journeys
Define what a user journey or journeys are for this suite of applications.
Define what a user journey or journeys are for this suite of applications.
Information Architechture
Information Architechture
Define what the information architecture should be for this suite of applications.
Define what the information architecture should be for this suite of applications.
Visual Preferences
Visual Preferences
Define the meaning of visual preferences for this suite of applications.
Define the meaning of visual preferences for this suite of applications.
Deliverables
Deliverables
User Stories
User Stories
Deliver documents with user stories for each one of the applications in this suite. User stories should be as granular as possible, including role, goal, benefit/reason, etc.
Deliver documents with user stories for each one of the applications in this suite. User stories should be as granular as possible, including role, goal, benefit/reason, etc.
Journey Maps
Journey Maps
Deliver documents with journey maps for each one of the applications in this suite. Journey maps should be as granular as possible, including personae design, scenarios, stages, etc.
Deliver documents with journey maps for each one of the applications in this suite. Journey maps should be as granular as possible, including personae design, scenarios, stages, etc.
Persona Design
Persona Design
Deliver documents with persona design for each one of the applications in this suite. Persona designs shouls be as granular as possible, including a realistic presentation, demographics, goals and motivations, etc.
Deliver documents with persona design for each one of the applications in this suite. Persona designs shouls be as granular as possible, including a realistic presentation, demographics, goals and motivations, etc.
Taxonomies
Taxonomies
Deliver documents with taxonomies for each one of the applications in this suite. Taxonomies should be as granular as possible, including hierarchy, mental models, etc.
Deliver documents with taxonomies for each one of the applications in this suite. Taxonomies should be as granular as possible, including hierarchy, mental models, etc.
Mind Maps
Mind Maps
Deliver documents with mind maps for each one of the applications in this suite. Mind Maps should be as granular as possible, including branches, sub-branches, keywords, connections, etc.
Deliver documents with mind maps for each one of the applications in this suite. Mind Maps should be as granular as possible, including branches, sub-branches, keywords, connections, etc.
lightbulb
lightbulb
Conceptualize
Conceptualize
Design laguage
Design laguage
Conceptualize a design language for the full suite of applications. This should include, visual style, UI components and guidelines, interaction guidelines, etc.
Conceptualize a design language for the full suite of applications. This should include, visual style, UI components and guidelines, interaction guidelines, etc.
Layout Design
Layout Design
Conceptualize a layout design for the full suite of applications. This should include, gris systems, visual hierarchy, whitespace, responsiveness, etc.
Conceptualize a layout design for the full suite of applications. This should include, gris systems, visual hierarchy, whitespace, responsiveness, etc.
Interaction Design
Interaction Design
Conceptualize a layout design for the full suite of applications. This should include, grid systems, visual hierarchy, whitespace, responsiveness, etc.
Conceptualize a layout design for the full suite of applications. This should include, grid systems, visual hierarchy, whitespace, responsiveness, etc.
Usability testing
Usability testing
Conceptualize a usability testing plan for the full suite of applications. This testing is made pre-deployment so only Figma designs will be used. This should include, navigation, information architecture, overall flow and user journeys, etc.
Conceptualize a usability testing plan for the full suite of applications. This testing is made pre-deployment so only Figma designs will be used. This should include, navigation, information architecture, overall flow and user journeys, etc.
Deliverables
Deliverables
Design System
Design System
A complete design system using Figma.
A complete design system using Figma.
Low-res Wireframes
Low-res Wireframes
Low-res wireframes using Figoma.
Low-res wireframes using Figoma.
Hi-res Wrireframes
Hi-res Wrireframes
Hi-res wireframes using Figma, AI, Photoshop, Etc.
Hi-res wireframes using Figma, AI, Photoshop, Etc.
Prototypes / Animations
Prototypes / Animations
Prototypes using Figma, Framer, D3.js visualizations, etc
Prototypes using Figma, Framer, D3.js visualizations, etc
Graphic Assets
Graphic Assets
All assets in hi resolution. Assets within the Figma files can be downloaded by developers while in Figma dev mode.
All assets in hi resolution. Assets within the Figma files can be downloaded by developers while in Figma dev mode.
Usability Test Analisys
Usability Test Analisys
Usability testing reports.
Usability testing reports.
brackets
brackets
Code
Code
Front-end Development
Front-end Development
After UX Design sign off, using Figma, sent link to the developers in DEV mode.
After UX Design sign off, using Figma, sent link to the developers in DEV mode.
Back-end Development
Back-end Development
Back-end developers create the back end code to support the UI designs, interactions, databases, etc.
Back-end developers create the back end code to support the UI designs, interactions, databases, etc.
API Integration
API Integration
Developers integrate APIs into the application.
Developers integrate APIs into the application.
Testing & QA
Testing & QA
The QA team creates test plans of various types.
The QA team creates test plans of various types.
Deployment Plan
Deployment Plan
Create a deployment plan.
Create a deployment plan.
UX Auditing
UX Auditing
UX designers review and audit design tickets.
UX designers review and audit design tickets.
Deliverables
Deliverables
Front-end Code
Front-end Code
Front-end code is created through a software development cycle managed through the Azure DevOps agile ticketing system.
Front-end code is created through a software development cycle managed through the Azure DevOps agile ticketing system.
Back-end Code
Back-end Code
Back-end code to support the UI designs, interactions, databases, etc.
Back-end code to support the UI designs, interactions, databases, etc.
QA Test Plan
QA Test Plan
QA test plans of various types and actual testing reports.
QA test plans of various types and actual testing reports.
Deployment Plan
Deployment Plan
Developers and other stakeholders present a deployment plan.
Developers and other stakeholders present a deployment plan.
UX Audit Tickets
UX Audit Tickets
Assign one or more UX designers to audit the development tickets that are in the UX/QA bucket in the DevOps ticketing system.
Assign one or more UX designers to audit the development tickets that are in the UX/QA bucket in the DevOps ticketing system.
ruler
ruler
Measure & Learn
Measure & Learn
Success Metrics
Success Metrics
Define metrics for the lines of business within the company.
Define metrics for the lines of business within the company.
Usage Analytics
Usage Analytics
Define usage analytics for post deployment measurements.
Define usage analytics for post deployment measurements.
User Feedback
User Feedback
Gather user feedback before and after beta and general availability (GA)
Gather user feedback before and after beta and general availability (GA)
Accessibility Tests
Accessibility Tests
Define the accessibility test plan to comply with WCAG and ADA.
Define the accessibility test plan to comply with WCAG and ADA.
Deliverables
Deliverables
Success Metrics
Success Metrics
Success metrics reports.
Success metrics reports.
Heuristic Evaluations
Heuristic Evaluations
Heuristic evaluation reports.
Heuristic evaluation reports.
Accessibility Test Results
Accessibility Test Results
Accessibility test results.
Accessibility test results.
Recommendations
Recommendations
Recommendations report for future iterations
Recommendations report for future iterations
Improvements Plan
Improvements Plan
Improvements plan. This includes backlog items, new features, changes to product roadmap, etc.
Improvements plan. This includes backlog items, new features, changes to product roadmap, etc.
Personae Design
Personae Design
Chris Phelps
Chris Phelps
Age
Age
45
45
Education
Education
Masters in Economics
Masters in Economics
Status
Status
Married
Married
Occupation
Occupation
Financial Advisor
Financial Advisor
Location
Location
NYC, NY
NYC, NY
TEch literate
TEch literate
Low
Low
I want an efficient way reduce the time it takes to create optimized game schedules.
I want an efficient way reduce the time it takes to create optimized game schedules.
Bio
Bio
Chris lives in NYC . He is a financial advisor at Morgan Stanley. He works with analysts and requires to search for financial products literature at the company.
Chris lives in NYC . He is a financial advisor at Morgan Stanley. He works with analysts and requires to search for financial products literature at the company.
Core needs
Core needs
•
•
Needs to find and use financial products literature at the company.
Needs to find and use financial products literature at the company.
•
•
Needs to find specific product literature though different types of search methods, such as semantic search, faceted search, vector search, etc.
Needs to find specific product literature though different types of search methods, such as semantic search, faceted search, vector search, etc.
•
•
Needs to shared the discovered literature with other authorized users.
Needs to shared the discovered literature with other authorized users.
Frustrations
Frustrations
•
•
Users cannot find relevant financial literature
Users cannot find relevant financial literature
•
•
Users cannot share financial literature with other stakeholders
Users cannot share financial literature with other stakeholders
Personality
Personality
Thinker
Thinker
Analyser
Analyser
Not-Tech-savy
Not-Tech-savy
Dashboard Designs
Dashboard Designs
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