The Communication Studio

Portal

The Front End Design Team at Instinet provided a central pool of design resources to software development groups throughout the enterprise. Our primary commitment was to the Order Management System (OMS), Instinet’s flagship electronic online stock trading tool.

We focused on UI modeling, data compatibility, styling standards, best practices, common specifications, and ease of use.

Portal : Metaphor for the enterprise

Portal Design Services : Instinet

As the lead interface designer at Instinet I also provided design services, cross-functional integration, design standards, best practices and documentation to a number of projects across the enterprise:

Order Management System / File Conversion component

  • VB model of interface for File Conversion component of OMS Crossing Services application
  • Design Guidelines document (12 pages).

ADR Calculator

  • VB model of interface for proposed Trade Desk application.
  • Research & Analytics Symbol Guide
  • VB model of interface for Symbol Guide library utility
  • Design Guidelines document (6 pages)

Order Management System / Setup Wizard component

  • VB model of interface for multi-screen setup wizard for OMS.
  • Design Guidelines document (17 pages).

Documentation Production System

  • Created design templates and defined graphics management techniques for documentation produced by Front End Design Team (other software programming groups now also use the templates).

Instinet Transaction Analysis

  • VB model and interface for ITA trading cost analysis tool
  • Design Guidelines and Functional Specification document (60 pages total).

Clearing History

  • VB interface and front end for internal Clearing Information History database software
  • Design Guidelines document (7 pages)

Order Management System / Allocations component

  • UI design for Allocations component of Order Management System
  • Functional Specification document (57 pages).

Order Management System version 6.0

  • Functional Specification document (163 pages).

Design Resource Center / Design StyleSheet and Code Library

  • Led Front End Design Team to define and publish interface design standards.
  • Guided VB programmers in defining reusable functional code modules and integrating them systematically in our software products.
  • Created enterprise-wide Design Resource Center database in Lotus Notes as central repository and distribution system for these materials and electronic mail connection to participating developers and designers throughout Instinet.

Installation Tracking

  • Installation Administration assessed user needs and then modeled improved front end for internal I-Track system in VB.

Customer Database & Client Tracking

  • Internal DevelopmentGroup Consultation and VB interface modeling re conversion of customer database to a format which will service enterprise-wide needs

Internal Billing System

  • Customer Billing VB interface and front end for internal billing system using Customer Database and Excel. Ongoing consultation with CIS developer.
  • Design Guidelines document (19 pages).

Soft Dollar

  • NYC Soft Dollar Group and LondonVB Development Group Consultation in conversion of Exponent DOS-based soft dollar tracking system to SINBAD windows interface using VB.
  • Design Guidelines document (5 pages).

Usability Analysis of Order Management System 5.0

  • Arranged for videotaped usability analysis of OMS 5.0 by human factors professionals at Reuters Usability Lab and follow-up review by OMS Development Group.

Order Management System version 6.1

  • Liaison with Order Management System Development Group for code implementation of RACEspecification (desktop compliance with Reuters products: drag & drop among applications, right mousebutton context -sensitive menus) in new version of OMS, as well as extensive improvements to user interface based on Usability Analysis.
  • Functional Specification document (20 pages)

Purchase & Sales

  • Clearing , Risk Management & Clearing Information Systems Assessed user needs and modeled front end in VB for internal Purchase & Sales support utilities (identify trade exceptions, correction tracking, risk management, audit trail, regulatory compliance) using Customer Database and Excel.
  • Functional Specification document (20 pages).

Corporate Intranet : Instinet

Researched and advised management on HTML page production tools, presentation platforms, site management utilities, and intranet production issues.

Provided content management training to divisional staffers.

Consulted directly with managers of client departments in bringing them up to speed on the new technology and migrating “legacy” information.

 

Intranet Site Development

I personally implemented more than 50% of the initial Instinet intranet content.

At the Office” (enterprise structure, organization chart, products & services),

Emergency” (Disaster Recovery),

Training Calendar” (Career Development)

Job Opportunities” (Human Resources)

Online Help” Extensive consultation and handholding with client departments. Custom graphical design work.

The Design Guidelines document

View the case study in my portfolio: Instinet

Also view example pages from the SCANA Intranet Demosite

Research and Analytics : Instinet

I modeled the user interface in Visual Basic for the Research and Analytics dashboard, a suite of analytical tools for measuring and evaluating information about the stock market.

This was a highly visual, graphical set of decision-support modules, based on live market data and including a strategy panel that responded to variable threshholds and customizable rules.