Our primary commitment was to the Order Management System (OMS), Instinet's flagship electronic online stock trading tool. We prototyped and tested new features using Visual Basic as our modeling tool, focusing on ease of use and enterprise-wide standardization.

And here we are at dinner in 1996 from left: Mike Daley (our Market Data and network structure expert), John Sutton (business wizard and team leader), me (interface design & documentation), Prashant Patel (Visual Basic guru).

Online Trading Console

As the lead interaction designer, my focus was on compatibility, standards, human factors, ease of use and online help. Wrote Functional Requirements and developed the user interface for new functional modules: Setup Wizard, Crossing Services, Allocations, Strategy Panel, File Conversion, Order Entry

I also championed usability testing and analysis at the Reuters Usability Lab and was responsible for implementing desktop compliance with the Reuters platform standard (enabling a drag & drop, right-click menu environment).

Enterprise-wide Design Standards

My design evangelism resulted in an enterprise-wide commitment to usability. I was called upon to provide interaction design services, interface standards, data continuity and documentation to a number of other in-house software products. I identified business needs, designed working model prototypes in Visual Basic and wrote Design Guidelines and Functional Specifications for:

• ADR Calculator
• Trading Symbol Guide
• Instinet Transaction Analysis (trading cost analysis tool)
• Clearing History
• Allocations
• Crossing Services
• Purchase & Sales
• Soft Dollar
• Installation Tracking
• Customer Database & Client Tracking
• Internal Billing System

To support these efforts I created enterprise-wide Design Resource Center online database in Lotus Notes, which provided a central repository for project information, design standards, and the sharing of code modules. The DRC was used by more than 50 designers and coders across the enterprise.

Corporate Intranet

In 1996 Instinet started an enterprise-wide intranet. I worked closely with internal clients to bring them up to speed on the new technology and migrate their legacy information to Web format.

By early 1997 I had designed and produced more than half of the content on of our intranet site.

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