Selected
Other
Designing Real Vision’s net-new platform experience
Senior Experience Designer on a team of 15+.
Figma, Dovetail, Zoom, Slack, Microsoft Azure
User Experience, User Interface, Graphic Design, Research, Prototyping, Design System, Documentation
Kickoff – Q4 2022
Brand & Interface Discovery – Q1 2023
Minimum Viable Product – Q2 2023
Version 1 – Q3 2023
The Challenge
How might we transform Real Vision from a siloed media consumption model to a platform that integrates diverse financial communities, encourages discovery, improves engagement, and enhances the learning experience?
Our Members
- Leveraged RV members' database to gain insight into their issues and demands
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Engaged in discussions with current members to understand how Real Vision aligns with their lifestyles
- Identified driving forces, hopes, and objectives of the members
- Adjusted focus to enhance existing offerings and develop new functionalities for the upcoming platform
The Problem
- Stagnant growth at Real Vision due to low new sign-ups and renewal rates
- Users struggled to navigate the platform and find relevant content, leading to frustration and decreased engagement
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The community exchange platform was ineffective, hindered interaction, and community building
- Addressing these challenges is necessary to achieve the envisioned transformative impact for Real Vision 2.0
Our Goals
Real Vision 2.0 needed to gives users confidence, a sense of safety and control, and belonging & connection.
My Role
As a senior designer, I played a pivotal role in the experience design team, contributing to the entire project lifecycle from initial wireframes to the launch of Version 1. Initially tasked with the Second Brain system, my role expanded to encompass the analyze and connect dashboards, control center, and creative direction across other critical areas during biweekly collaboration sessions.
Wireframing
- During the initial discovery phase, detailed wireframes were developed based on the block frames provided by our CXO for platform information architecture and interaction patterns.
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The focus was on designing the Second Brain ecosystem with an emphasis on note-making for the MVP.
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Low-fidelity exploration involved referencing Tiago Forte's system and envisioning the ideal note-making feature for the platform.
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After iterations and collaboration with the team, the quick note feature and a library for notes and bookmarks were finalized.
- Meanwhile, the internal design and engineering teams worked on delivering a POC while high-fidelity designs and brand re-design were completed.
Brand Discovery
Individual boards brought to team jam session
Combined team board - presented to CEO, Raoul Pal & branding agency, MetaLab
MetaLab Handoff
front-end development.
A comprehensive set of principles and guidelines were established to ensure consistency and coherence in design across the platform. This kit served as a foundational reference for all design work moving forward.
The team developed and finalized a file containing screens for various sections of the platform. These screens were iterated upon internally to align with a fixed screen height pattern, optimizing them for front-end development.