Morgan Stanley: D2
Challenge
Consolidate all of Morgan Stanley’s separate deal systems into one package.
Role
Senior Product Designer
Solution
.
- Designed tab-based navigation system for merging different tools onto one platform
- Users can open and close new tabs as needed
- Worked closely with business users to incorporate usability improvements and business rule changes
- Created both architecture and visual design
D2 was one of the most robust deal-tracking tools in the Institutional Banking industry.
Navigation comprised a set number of permanent tabs, and allowed users to open new tabs for deals and clients as needed.
Deals were consolidated and managed in one place throughout their entire lifecycle.
The complex process of creating new deals was simplified into a step-by-step guide.
Individual deals could be opened in separate tabs to access all details and functionality.
All clients could be accessed in a single location, eliminating redundancy and reducing legal risk.
All information about a client, and all of their associated deals, were available on a dedicated client tab.
Executives could compile live data and view as graphs and other visualizations.
PORTFOLIO
Enabling safe, inclusive access to public town-hall meetings in the age of COVID-19.
(Case study available during live portfolio reviews)
Reimagining the world’s top Board Portal, used by over 700,000 Directors and 20,000 organizations.
Award Winner
The Digiday Awards 2018: Best Branding B2B Campaign
OMMA Awards 2018: Best Business to Business Website
Award Winner
B2 Awards 2018: Award of Excellence, Web Presence
Award Winner
A’DESIGN Awards 2018: Winner, Platinum A’ Design Award
Webby Awards 2018: Nominated
HOW Design Awards 2017: Merit Winner
GOOD DESIGN Awards 2017: Winner, Interactive Media
HORIZON INTERACTIVE Award 2017: Winner, Best of Category: Utility
Award Winner
Forrester 2013: Best Practices for Tablet Financial Apps
The Tabby Awards 2012: Best Financial Tablet App
