Lead UX Designer
This interaction was part of an app used by financial advisors. Their workflow is illustrated in the storyboard above:
This page is prepopulated with information we already have. In the vast majority of cases, advisors won't need to make any edits. They can just hit Continue and be on their way.
When the advisor comes to the page, it presents the information needed to calculate and optimize a married couple's taxes. In this case, all three drop downs affect each other, as well as the tax rate table below.
The pen icon was used throughout the app to initiate edits. End users showed a strong preference for inline edits, even when it made the page much more complex.
This was the first time we tried to apply more consumer-style design approaches to enterprise software at scale. Here are some learnings from my experience of consumerification of enterprise apps.
MADE IN PIXEL TOGETHER
Go to Linked In
Return to Home Page