500 to 1: A Cooper Case Study

›A Cooper Case Study

500 to 1M A R C H 2 5 , 2 0 1 2

Hey.about.me/chrisnoessel/

@chrisnoessel, #500to1,

@cooper

Who’s Cooper?

MARCH 25 2012 · 500 INTO 1 · ©2012 COOPER · 5

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Advisory Services for Business IntelligenceAdvisory Services for Investor RelationsASIC Short Position ReportingASSET4 assetmasterProfessionalAutexBaselineBETA GlobalBETA InstitutionalBETA RetailBuyoutsBuyouts ConferencesCollaboration ServicesContent and Reference DataCredit AnalysisCredit on Thomson Reuters EikonData Access Control System (DACS)DatastreamEconomic Point in TimeeMAXXEquity Market Share ReporterEvent DrivenEvent IndicesExternal Data PublishingFasTickFirst CallFramework Integration ServicesFund Marketing & Performance AnalysisGas Market Trader ContinentalGas Market Trader NBPGas Market Trader North AmericaGlobal MacroHedgeWorldI/B/E/SIFR AsiaIFR BriefingsIFR MarketsInternal Data PublishingInternational Financing Review (IFR)Investment Benchmark Report: Fund PerformanceInvestmentViewIR Webcasts and WebsitesIRHubiWealthLeague TablesLong Short EquityLPXpertMarketQAMATLAB®Monthly Market Share ReportsNelson InformationNews ArchiveNews Feed DirectOmgeoOnline Press Room SolutionsPoint Carbon Market Trader EUPoint Carbon NewsPoint Carbon Project ManagerPoint Carbon Project Manager North AmericaPoint Carbon Valuation ToolPoint ConnectPortfolio AnalyticsPortfolio Valuation

Power Market Trader Continental EuropePower Market Trader Nord PoolPower Market Trader NorthwestPratt's Guide to Private Equity & Venture Capital SourcesPrice Discovery in High Performance TradingPricing & Reference Data Integration, Distribution and ManagementPrivate Equity Hub (peHUB)Private Equity/Venture CapitalProject Finance International (PFI)QA DirectQA StudioQuantitative and Event Driven TradingRates on Thomson Reuters EikonReal-Time Data Integration, Distribution and ManagementRegulatory Compliance - MiFIDReplayService for RMDSReuters 3000 XtraReuters 3000 Xtra Hosted Terminal AccessReuters Client Developer ProgramReuters Domestic News ServicesReuters EcoWin ProReuters Electronic TradingReuters EstimatesReuters FundamentalsReuters InsiderReuters Knowledge - CorporatesReuters Knowledge - Investment ManagementReuters StationReuters Trader Eastern EuropeReuters Trader Latin AmericaReuters Trader Northern EuropeReuters Trader Southern EuropeReuters Trader United Kingdom and IrelandReuters Trader Western EuropeReuters Trading for ExchangesReuters Trading for Foreign ExchangeReuters Wealth ManagerReuters/University of Michigan Surveys of ConsumersSDC PlatinumSecuritized Derivatives NetworkStarMine MonitorStarMine Quantitative ModelsStockReports+StreetEventsThomson Reuters StreetSightThomson ONE Book ManagementThomson ONE Buy-Side TradingThomson ONE Corporate DevelopmentThomson ONE Corporate InsightThomson ONE Corporate IntelligenceThomson ONE Corporate ResearchThomson ONE Hedge Fund TradingThomson ONE Institutional ResearchThomson ONE Investment AnalystThomson ONE Investment ManagementThomson ONE Investor RelationsThomson ONE MobileThomson ONE Performance ReportingThomson ONE Public RelationsThomson ONE Research AnalystThomson ONE SalesThomson ONE Trading

Thomson ONE Wealth ManagementThomson ResearchThomson Reuters Advanced Distribution ServerThomson Reuters Autex Block DataThomson Reuters Autex Trade RouteThomson Reuters Blueprint for Deal MakingThomson Reuters ContexThomson Reuters Data Feed DirectThomson Reuters Data Feeds and Data Feeds PlusThomson Reuters DataScope Evaluated Pricing ServiceThomson Reuters DataScope Legal Entity DataThomson Reuters DataScope OnsiteThomson Reuters DataScope Reference DataThomson Reuters DataScope SelectThomson Reuters Deal AnalyticsThomson Reuters Deal TrackerThomson Reuters DealingThomson Reuters Dealing AggregatorThomson Reuters Deals Business IntelligenceThomson Reuters Eikon and TradewebThomson Reuters Eikon Fixed Income for North AmericaThomson Reuters Eikon for Agriculture ProfessionalsThomson Reuters Eikon for Commodities ProfessionalsThomson Reuters Eikon for Corporate TreasuryThomson Reuters Eikon for Energy ProfessionalsThomson Reuters Eikon for Metals ProfessionalsThomson Reuters ElektronThomson Reuters Enterprise Platform for Real-TimeThomson Reuters Enterprise Platform for Velocity AnalyticsThomson Reuters eXimiusThomson Reuters Fixed Income TradingThomson Reuters Forward MatchingThomson Reuters Global TCAThomson Reuters IPO SolutionsThomson Reuters LPCThomson Reuters Machine Readable NewsThomson Reuters Matching for Prime BrokerageThomson Reuters MessengerThomson Reuters Messenger ComplianceThomson Reuters News AnalyticsThomson Reuters NewsScope Application LicenseThomson Reuters On DemandThomson Reuters Order Book AnalyzerThomson Reuters Point Carbon AdvisoryThomson Reuters Proposal GenerationThomson Reuters Real Estate (www.reutersrealestate.com)Thomson Reuters Research Management SystemThomson Reuters Significant DevelopmentsThomson Reuters Smart TargetsThomson Reuters Spot MatchingThomson Reuters Tick HistoryThomson Reuters Trade NotificationThomson Reuters Trader JapanThomson Reuters Web-based Disclosure SolutionThomson Reuters Wireless Delivery SystemThomsonONE.com Investment BankingTM3Transaction AnalyticsUS Best Execution ServiceVenture Capital Journal (VCJ)Worldscope Fundamentals


Challenge #1 Boiling the ocean


Portfolio managers

Investment Bankers

CTOs

Investors

Corporate Services

Treasury

Business Analysts

CEOs

CFOs

Investor Relations

Press Relations

Bankers

Journalists

Wealth Managers


We utilized small teams in serial

Portfolio managers

Investment Bankers

CEOs

Corporate Services

Wealth managers

time


“Connective tissue” & cross-fertilization

Portfolio managers

Investment Bankers

CEOs

Corporate Services

Wealth managers

One engagement lead


Global research in financial capitals


Personas & Scenarios

Angela Lin, Portfolio Manager

+ Manages the Vice Fund for Preston-Kirk

+ Uses a fundamental approach

+ Collaborative atmosphere at Preston-Kirk

Kyle Nelson, Analyst

+ Supports Angela

+ Only been at it for a few years


Challenge #2: Information-Architectingthe financial world


Traditional IA methods would have failed us


Financial information is deeply interconnected


Visible hierarchy Teleportation between nodes


new

“Node”-focused IA

node pivot


search and global navigationexport

More details

title bar

view routinesor

related

relevance

view controls


+ Kill the top-down information hierarchy

+ Get node-focused

+ No real “home”

+ No exhaustive top-level navigation

+ Only starting points, train of thought,& current focus

+ Match the way people work

IA “heresy” for the project


The title bar: What am I looking at?


Views are important facets of information


Routines are collections of other views


Tiles are pre-views of information & navigation


Routines are node-specific, curated views


…that are easy to customize

Removing unwanted tiles Reordering tiles


A library of alternate views is available


Visual history helps her easily recover


Four IA tools


1. Some navigation in the content

Jumps to the FTS stock


2. The routine panel are likely next steps


3. Search is familiar, fast navigation

A peek gives quick info


4. “Jump buttons” are for “teleportation”

The large buttons jump to pages



The dropdowns present lists



Most can be configured by the users


Challenge #3: Experience Across Channels




Scratch pad / folder concept



+ Research two starter populations› That are significantly different› Test “each side” of a large design

+ Test the node-focus with remaining users› What’s fixed & universal vs. what’s persona-particular?

+ Let the top brass experience the most novel of our ideas first-hand› Prototype› Face-to-face

What would we do differently?


Three closing thoughts


Don’t boil the ocean. It’s a waste of time and annoys the ocean.


Search is lazydesign™.Add some value here, people.


The real medium you’re working with is (still) the human mind.

Thanks!about.me/chrisnoessel/

@chrisnoessel, #500to1, @cooper