New Product Development

Moody’s Analytics offers unique tools for financial risk management organizations. Moody's developed a Loan Origination tool that would help commercial banks determine risk in providing loans. I led all user experience design efforts in developing this Loan Origination tool.

I started by interviewing internal stakeholders and external clients to learn what users needed and wanted in a Loan Orgination tool. I created a set of personas based on the information gathered in the interviews.

I worked with several stakeholders to create a set of design principles that could be used for this new web application and for other products Moody's wanted to develop in the near future.

The design principles included:

  • Ensure easy access to navigate away and back
  • Ensure important items are available and easy to use (reduce time to complete tasks)
  • Ensure quick access to secondary information

Next, I formed a UX design team that worked closely with the product team to create user flows.

Then our team got to work and started building the first version of the tool. We developed wireframes and worked closely with the development team.

After 8 iterations of development we launched the application. At the time we had one client who not only started using the tool but acted as our user testing team who provided feedback on ways to improve the tool for future releases.