A large growth equity firm with a global presence, gave its Research Operations team the task of coming up with a solution to improve the due diligence process, access to knowledge, resources, data dashboards, and network of contacts.
Goal
Search for resources, get information from SMEs, share market research, and democratize data access.
Alignment
Stakeholders were invited to participate in online workshops where we outlined the issues that needed to be solved by new tools. Quick interviews with end users were then conducted to identify their needs and pain points as well as to close any knowledge gaps we had.
After that, our UX team quickly created a design prototype of a concept solution, which was then used as a starting point for discussions with stakeholders, highlighting dependencies and risks, and deciding on technical solutions. After a few prototype-refining sessions, we had a good idea of how the solution should look and what tools and functionalities should be developed first and form a pilot.
We have agreed upon the sprint rituals and delivery process with the PMs and backend engineers of the client. A fluid collaboration and transparency in our output followed.
We use rapid design prototypes to identify unmet needs and problems, as well as to flush out additional requirements.
Duration < 2 weeks
Challenge
The advantage of custom solutions over already available products is that as designers, we can quickly understand the unique business workflows of an organization and integrate new solutions into the daily lives of current users, making the tools intuitive, maximizing usage, and producing immediate efficiency improvements without extensive training sessions.
All products and services are offered globally, enabling investment professionals to accomplish more.
A robust search engine offers users quick results for resources, contacts, relationships, and portfolio companies.
Challenge
Research teams gain an advantage when they use reliable sources, speak with SMEs, and interview business leaders to gain knowledge about their industries.
Powerful filtering and sorting options focus on the resources that are most pertinent to the user. Users can save time by using convenient previews and descriptions to get the information they need about a document without having to open it.
Research teams have access to third-party tools made available by the company and can request access to new tools from a single location, reducing the hassle of managing licenses.
Pinpoint trends in various business models and identify the factors that lead to success in a particular sector.
Challenge
Learn about the knowledge your peers hold as well as how they might be able to connect you with executives at other companies.
Filter results by specific locations or skills when searching the internal and external networks of people.
Utilize the network of contacts senior executives and other teams have built, and request a warm introduction to the leaders whose information you need.
Challenge
Democratize access to corporate data by sharing knowledge, documents, and data across regions and geographies.
Gain access to detailed information about a company's portfolio, deal documents, business models, a list of connections, and all other information as if you were a member of the team.
Challenge
Give access to the services that mine the insights that investment professionals need.
Don't waste time looking for information. Order a survey, speak with a specialist, give a brief, and a capable team of researchers will handle the rest.
