A Cautious Approach To User Research
Working in stealth mode, the company was apprehensive about reaching out directly to potential clients and end-users. Even so, we knew that without talking to the people who would be using the application, there was a much higher risk of investing a significant amount of time and money venturing down the wrong path. This led us to put together an advisory group of select investment managers and industry professionals that have a close relationship with Harmony’s leadership team.
Through interviews and having this advisory group participate in workshops and define meetings, we were able to learn how best to give meaning to the data and present it in a way that is impactful and transparent to capital owners, investment managers, and other interested parties.
Designing And Refining For A Seamless Hand-off
With a more detailed understanding of the challenges facing these users, their typical investment workflow, and the information/data we had available to us, we were able to put together a roadmap for the first few releases of the application. We then started working on wireframes and prototypes, constantly circling back to the advisory group and leadership team to vet functionality and gather feedback.
As we settled on the final features, functionality, experience, and layout of the initial release, we organized everything in a detailed product specifications document that Harmony’s internal team used to engineer the platform from the ground up. Our findings, knowledge, and designs were leveraged in building the foundation that Harmony Analytics has scaled into a successful platform, ushering in a new age of ESG data analytics and creating the standard for ESG ratings.