500 to 1: A Cooper Case Study
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Transcript of 500 to 1: A Cooper Case Study
›A Cooper Case Study
500 to 1M A R C H 2 5 , 2 0 1 2
Hey.about.me/chrisnoessel/
@chrisnoessel, #500to1,
@cooper
Who’s Cooper?
MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 5
+ =
Advisory Services for Business IntelligenceAdvisory Services for Investor RelationsASIC Short Position ReportingASSET4 assetmasterProfessionalAutexBaselineBETA GlobalBETA InstitutionalBETA RetailBuyoutsBuyouts ConferencesCollaboration ServicesContent and Reference DataCredit AnalysisCredit on Thomson Reuters EikonData Access Control System (DACS)DatastreamEconomic Point in TimeeMAXXEquity Market Share ReporterEvent DrivenEvent IndicesExternal Data PublishingFasTickFirst CallFramework Integration ServicesFund Marketing & Performance AnalysisGas Market Trader ContinentalGas Market Trader NBPGas Market Trader North AmericaGlobal MacroHedgeWorldI/B/E/SIFR AsiaIFR BriefingsIFR MarketsInternal Data PublishingInternational Financing Review (IFR)Investment Benchmark Report: Fund PerformanceInvestmentViewIR Webcasts and WebsitesIRHubiWealthLeague TablesLong Short EquityLPXpertMarketQAMATLAB®Monthly Market Share ReportsNelson InformationNews ArchiveNews Feed DirectOmgeoOnline Press Room SolutionsPoint Carbon Market Trader EUPoint Carbon NewsPoint Carbon Project ManagerPoint Carbon Project Manager North AmericaPoint Carbon Valuation ToolPoint ConnectPortfolio AnalyticsPortfolio Valuation
Power Market Trader Continental EuropePower Market Trader Nord PoolPower Market Trader NorthwestPratt's Guide to Private Equity & Venture Capital SourcesPrice Discovery in High Performance TradingPricing & Reference Data Integration, Distribution and ManagementPrivate Equity Hub (peHUB)Private Equity/Venture CapitalProject Finance International (PFI)QA DirectQA StudioQuantitative and Event Driven TradingRates on Thomson Reuters EikonReal-Time Data Integration, Distribution and ManagementRegulatory Compliance - MiFIDReplayService for RMDSReuters 3000 XtraReuters 3000 Xtra Hosted Terminal AccessReuters Client Developer ProgramReuters Domestic News ServicesReuters EcoWin ProReuters Electronic TradingReuters EstimatesReuters FundamentalsReuters InsiderReuters Knowledge - CorporatesReuters Knowledge - Investment ManagementReuters StationReuters Trader Eastern EuropeReuters Trader Latin AmericaReuters Trader Northern EuropeReuters Trader Southern EuropeReuters Trader United Kingdom and IrelandReuters Trader Western EuropeReuters Trading for ExchangesReuters Trading for Foreign ExchangeReuters Wealth ManagerReuters/University of Michigan Surveys of ConsumersSDC PlatinumSecuritized Derivatives NetworkStarMine MonitorStarMine Quantitative ModelsStockReports+StreetEventsThomson Reuters StreetSightThomson ONE Book ManagementThomson ONE Buy-Side TradingThomson ONE Corporate DevelopmentThomson ONE Corporate InsightThomson ONE Corporate IntelligenceThomson ONE Corporate ResearchThomson ONE Hedge Fund TradingThomson ONE Institutional ResearchThomson ONE Investment AnalystThomson ONE Investment ManagementThomson ONE Investor RelationsThomson ONE MobileThomson ONE Performance ReportingThomson ONE Public RelationsThomson ONE Research AnalystThomson ONE SalesThomson ONE Trading
Thomson ONE Wealth ManagementThomson ResearchThomson Reuters Advanced Distribution ServerThomson Reuters Autex Block DataThomson Reuters Autex Trade RouteThomson Reuters Blueprint for Deal MakingThomson Reuters ContexThomson Reuters Data Feed DirectThomson Reuters Data Feeds and Data Feeds PlusThomson Reuters DataScope Evaluated Pricing ServiceThomson Reuters DataScope Legal Entity DataThomson Reuters DataScope OnsiteThomson Reuters DataScope Reference DataThomson Reuters DataScope SelectThomson Reuters Deal AnalyticsThomson Reuters Deal TrackerThomson Reuters DealingThomson Reuters Dealing AggregatorThomson Reuters Deals Business IntelligenceThomson Reuters Eikon and TradewebThomson Reuters Eikon Fixed Income for North AmericaThomson Reuters Eikon for Agriculture ProfessionalsThomson Reuters Eikon for Commodities ProfessionalsThomson Reuters Eikon for Corporate TreasuryThomson Reuters Eikon for Energy ProfessionalsThomson Reuters Eikon for Metals ProfessionalsThomson Reuters ElektronThomson Reuters Enterprise Platform for Real-TimeThomson Reuters Enterprise Platform for Velocity AnalyticsThomson Reuters eXimiusThomson Reuters Fixed Income TradingThomson Reuters Forward MatchingThomson Reuters Global TCAThomson Reuters IPO SolutionsThomson Reuters LPCThomson Reuters Machine Readable NewsThomson Reuters Matching for Prime BrokerageThomson Reuters MessengerThomson Reuters Messenger ComplianceThomson Reuters News AnalyticsThomson Reuters NewsScope Application LicenseThomson Reuters On DemandThomson Reuters Order Book AnalyzerThomson Reuters Point Carbon AdvisoryThomson Reuters Proposal GenerationThomson Reuters Real Estate (www.reutersrealestate.com)Thomson Reuters Research Management SystemThomson Reuters Significant DevelopmentsThomson Reuters Smart TargetsThomson Reuters Spot MatchingThomson Reuters Tick HistoryThomson Reuters Trade NotificationThomson Reuters Trader JapanThomson Reuters Web-based Disclosure SolutionThomson Reuters Wireless Delivery SystemThomsonONE.com Investment BankingTM3Transaction AnalyticsUS Best Execution ServiceVenture Capital Journal (VCJ)Worldscope Fundamentals
MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 6
Challenge #1 Boiling the ocean
MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 7
Portfolio managers
Investment Bankers
CTOs
Investors
Corporate Services
Treasury
Business Analysts
CEOs
CFOs
Investor Relations
Press Relations
Bankers
Journalists
Wealth Managers
MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 8
We utilized small teams in serial
Portfolio managers
Investment Bankers
CEOs
Corporate Services
Wealth managers
time
MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 9
“Connective tissue” & cross-fertilization
Portfolio managers
Investment Bankers
CEOs
Corporate Services
Wealth managers
One engagement lead
MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 10
Global research in financial capitals
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Personas & Scenarios
Angela Lin, Portfolio Manager
+ Manages the Vice Fund for Preston-Kirk
+ Uses a fundamental approach
+ Collaborative atmosphere at Preston-Kirk
Kyle Nelson, Analyst
+ Supports Angela
+ Only been at it for a few years
MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 12
Challenge #2: Information-Architectingthe financial world
MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 13
Traditional IA methods would have failed us
MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 14
Financial information is deeply interconnected
MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 15
Visible hierarchy Teleportation between nodes
MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 16
new
“Node”-focused IA
node pivot
MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 17
search and global navigationexport
More details
title bar
view routinesor
related
relevance
view controls
MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 18
+ Kill the top-down information hierarchy
+ Get node-focused
+ No real “home”
+ No exhaustive top-level navigation
+ Only starting points, train of thought,& current focus
+ Match the way people work
IA “heresy” for the project
MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 20
The title bar: What am I looking at?
MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 21
Views are important facets of information
MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 22
Routines are collections of other views
MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 23
Tiles are pre-views of information & navigation
MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 24
Routines are node-specific, curated views
MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 25
…that are easy to customize
Removing unwanted tiles Reordering tiles
MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 26
A library of alternate views is available
MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 27
Visual history helps her easily recover
MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 28
Four IA tools
MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 29
1. Some navigation in the content
Jumps to the FTS stock
MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 30
2. The routine panel are likely next steps
MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 31
3. Search is familiar, fast navigation
A peek gives quick info
MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 32
4. “Jump buttons” are for “teleportation”
The large buttons jump to pages
MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 33
4. “Jump buttons” are for “teleportation”
The dropdowns present lists
MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 34
4. “Jump buttons” are for “teleportation”
Most can be configured by the users
MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 40
Challenge #3: Experience Across Channels
MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 41
MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 42
MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 43
Scratch pad / folder concept
MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 45
MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 46
+ Research two starter populations› That are significantly different› Test “each side” of a large design
+ Test the node-focus with remaining users› What’s fixed & universal vs. what’s persona-particular?
+ Let the top brass experience the most novel of our ideas first-hand› Prototype› Face-to-face
What would we do differently?
MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 47
Three closing thoughts
MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 48
Don’t boil the ocean. It’s a waste of time and annoys the ocean.
MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 49
Search is lazydesign™.Add some value here, people.
MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 50
The real medium you’re working with is (still) the human mind.
Thanks!about.me/chrisnoessel/
@chrisnoessel, #500to1, @cooper