Report On Business Strategy
Report on Business is the most powerful tool for accelerating your personal and professional growth.
Product Vision
For anyone (age 25+ to 80) who needs to accelerate their personal and professional growth, Report On Business is the go-to source for knowledge to make smarter decisions at every stage of your journey. Unlike financial institutions, Report On Business offers unbiased financial information. Through customized tools, news, and analysis, Report On Business enables you to make smarter decisions at every stage of your financial journey.
Problem Statement
Business and Investor users need to see a clear path to success in achieving their business and financial goals with The Globe and Mail content. They need to make informed decisions in business, investing and personal finance, and rely on The Globe to guide them throughout all experiences within our digital spaces.
Business and Investor users need a system for surfacing relevant information so they get all the info they need in whatever format is most helpful so they can be successful in any moment.
Business and Investor users need both a highly focused and contextual experience of the content they access on ROB. Articles must present the facts, anticipate questions, show relationships and connect the dots to enhance users’ knowledge. Every article provides an a-ha of useful information that they can use today, and the a-ha is addictive and exciting.
Journalists need a way to reduce time on commodity content and mundane tasks in order to focus on creating valuable content for readers so we can continue providing high-value content for our readers and go beyond what readers expect.
Business and Investor users need a well-organized platform to effortlessly funnel the business and investing information they want and need — into their brains. In the model that works for them at any given moment: at home, on the go, at work.
Strategy
Help readers achieve their financial and professional goals at different life stages with interactive tools and personal finance and business content.
Provide deeper context and understanding on every article visit through contextual content and navigation based on a reader’s interests.
Provide the curated, customized, and personalized user experience that our readers want on our platforms.
Service readers through customized content delivery, notifications, and conversational UI to keep them informed.
Automate and augment financial story creation through robo-journalism to scale low-value content to as many readers as possible.
From strategy to concept
Once the strategy is set, I explore the design concepts and validate them quickly with prospective users. I design the end-to-end journey and create a prototype to present to the Board of Directors. As a result, it provided the executive teams with confidence and give the product team a clear direction to create a new product roadmap and features.
Personal Finance platform
New layout and interactive tools to guide and empower consumers across every stage of their financial journey, helping them achieve their life goals.
Personal Finance Page
Personal Finance Section page concept
Organized Content
Content is organized to match user’s top of mind.
Customization
Customization content
Robo-journalism
Financial data automation embedded in an article.
Rich data in one place
Usability Testing
Goals
I conduct unmoderated usability testing with 15 online news users (non-subscribers) who are interested in personal finance and investing.
Validate article tabs feature
Do people understand it?
Do people find it useful?
How likely do people use this feature?
Validate the content settings feature in Personal Finance section
Do people understand what it is?
What are their expectations?
Does this feature meet their expectations?
Results
People really like the article tabs concept and are more likely to use it.
The Settings feature in the Personal Finance section met people’s expectations.
What People Are Saying
“What I really like is how in-depth and organized it is. Everything has its own purpose and there’s no repeated information. Here, I can read it through easily and it’s fast and efficient.”
— Participant 1: Pro investor
“By clicking “Settings”, I can refine or filter what I’m viewing. I was expecting to see the information that I wanted to view and hide the info that I was not interested in.”
— Participant 2: intermediate investor