The IT department at this large international bank needed help - and fast. They wanted to integrate incompatible corporate sites that had been published by their international offices into a client-facing portal, while also providing cross-selling of their services, as well as substantial new functionality. Their previous high-priced consulting agency had left them with a smaller design budget and little else.

Equity Research Site Re-Design

The client did not have a solid design plan in place, so "scope creep" was a real issue. I worked with the business unit to nail down a coherent design plan and provided DB's unseasoned project team with guidance on effective process and documentation. Design mandate:

• Design a customer-centric service
• Tie together a diverse range of sites with fluid navigation and an easily-understandable structure
• Emphasize the cross-selling of Deutsche Bank's financial services
• Implement consistent "look & feel" standards and behaviors

We successfully delivered the global redesign of Deutsche Bank's complex Equity Research site to high standards and on schedule.

Provided a clickable site model that conformed to the workflow and served as design guide for the development team.

Preferences Manager Workflow

DB management was so impressed with our work that they asked us to stay beyond our original contract in order to help out the Preferences Management tool design team that was still struggling.

We worked closely with the corporate business-side client to deliver attractive, easy-to-understand screens that appropriately reflected the company's fulfillment workflow.

We provided design guidelines to the team and redesigned a suite of Deutsche Bank's most mission-critical pages, focusing on:

Subscriptions Management

Client, Contact & Company Profiles

Directory, Search and Records Management tools

Design Specifications, CSS Style Guide, Demo Site, Wireframes, Best Practices, Site Evaluation, Personas (Profiles)

TCS Documentation skills were especially important on this project because DB had booked their coding development off-site to a programming group in India.

“I have had the pleasure of working with John on several projects in Deutsche Bank. He is one of the best User Interface and Interaction Designer I have worked with in my career. He is a very knowledgeable in user interface design process and working with business resources/users to extract design requirements. He is very articulate and has strong business acumen, particularly within Financial Services and has the ability to translate complex ideas into very effective user designs and effectively communicate these to senior executives. He is a very innovative and dedicated professional and a big asset for any development team. It was a pleasure working with John!"
Top Qualities: Great Results, Personable, Creative
Harmeet Bharara, Director, Deutsche Bank (2003)

Financial Business Application, Site Model & wireframes, portal environment, "application-oriented" and "publishing" site, CSS, templates, icons & branding, navigation, documentation, taxonomy, process, profiles & personas