Making Carbon Emissions Data Actually Easy to Read
Overview
The one with a B2B Saas product where Icommunicated a complex data challenge to tell a comprehensive story of environmental impact of a company, that lead to an increase of ESG reporting
Categories
Dashboard
Finance
Date
Jan 15, 2025
Key goals
Key goals
Create a comprehensive dashboard
Create a comprehensive dashboard
Driver higher value
Driver higher value
user engagement
user engagement
Drive conversion to premium offer
Drive conversion to premium offer
Process
Understanding data and user needs
With experience analysis with a deep understanding of user behaviour and motivations, we embarked on a process to create user-centric digital journeys that cater to the needs CapitalIQ's diverse user base.
Understanding data and user needs
With experience analysis with a deep understanding of user behaviour and motivations, we embarked on a process to create user-centric digital journeys that cater to the needs CapitalIQ's diverse user base.
Datapoint mapping
Map out data such as carbon emissions, sustainability initiatives, and environmental compliance in a way that allows users to easily grasp a company's environmental story.
Datapoint mapping
Map out data such as carbon emissions, sustainability initiatives, and environmental compliance in a way that allows users to easily grasp a company's environmental story.
Data visualisation
This can be achieved through well-designed techniques and user-friendly interfaces that make ESG datapoints more accessible and actionable for CapIQ Pro users, ultimately aiding them in making informed investment decisions.
Data visualisation
This can be achieved through well-designed techniques and user-friendly interfaces that make ESG datapoints more accessible and actionable for CapIQ Pro users, ultimately aiding them in making informed investment decisions.
Creating information architecture
Design a clear and logical hierarchy, intuitive navigation paths, and effective labeling across capitalIQ navigation to help users efficiently access and interpret the environmental impact data of companies, ultimately aiding their decision-making process in the financial sector.
Creating information architecture
Design a clear and logical hierarchy, intuitive navigation paths, and effective labeling across capitalIQ navigation to help users efficiently access and interpret the environmental impact data of companies, ultimately aiding their decision-making process in the financial sector.
Validating through user testing.
Validating with real & synthetic users
I conducted comprehensive testing over the course of three days, with an additional day dedicated to testing with internal stakeholders. During this process, we meticulously captured insights that were mapped according to their complexity, as assessed by our development team, and their potential impact on the users.
This rigorous testing and evaluation allowed us to refine and optimise the product design, ensuring it effectively addresses the challenges posed by displaying ESG metrics on the dashboard
Project retro.
Organised and user friendly summary
Break down complex information into a summarised view by providing guidance, help users get overview of company’s profile, and provide guidance to explore more details
Useful ways to compare data
Implement intuitive data visualisation techniques and interactive tools, and enable users, such as fund managers and analysts, to easily compare environmental metrics across companies and industries. Facilitate a deeper understanding of ESG data but also empowere users to make more informed decisions about their portfolios by identifying trends and patterns in environmental activities and impacts.
Elevate value of subscribing to premium datasets
Propose a way to highlight what users are getting with premium subscribtion, incentivise to reach out to sales reps, without alienating existing freemium users.
