Merrill Edge

Options Screener

Merrill had a request to design a desktop option screener. After several meetings with stakeholders we were able to document the business requirements and begin to wireframe ideas. The wireframes were presented to the client bi-weekly to get their buy-in and any comments or corcerns were approached while designing the wireframes. Once the wireframes were signed off by the client we began to design the polished version. With this specific project we had access to a front-end developer that was able to build the prototype for user testing.

The user testing part of this project was done by a Merrill Edge researcher. We were however, able to give usability test plans for scenario based testing. We were also able to listen in on the testing as it happened. They were able to gather 10 users but we only ended up with 8 results because of no shows.

Below is a sample of the components that were designed for the user to narrow the results of the options. We were able to add the components as part of the user testing to establish whether each one was easy to use and understand.