S&P

Financial Portfolio Management
2 month TCS Consultancy: Senior Information Architect

Led design team in creating a website model for rules-engine-driven financial portfolio advisor site. Overcame numerous design issues, integrated functionality with existing legacy services, provided documentation leadership in identifying business rules and functional needs.

The focus of this project was on capturing the workflow and improving usability and efficiency. The website model (at left) was designed with a simple monochromatic theme that allows the Account Manager to focus on accomplishing a complex range of tasks.

The software design was intended to be re-packagable as a "private label" product.

Skills & Techniques : High fidelity website model, Dreamweaver, "application-oriented" site, CSS, use case analysis, Business Requirements and Design Specifications documentation

The biggest challenges: Capture requirements and workflow and deliver a working model website within an aggressive schedule. Biggest advantage: Strong operational support from the manager of User Experience, Colin Campbell, and coding support from Javascript Guru Ken Marx.

“John is a seasoned professional who applies his broad experience to complex information architecture problems. He is astute, a quick study, and adept at working effectively within situations of considerable ambiguity. His understanding of business processes and workflow make him a very valuable asset to software development teams and processes.” Colin Campbell, Manager, User Experience, Standard & Poor's

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