Understanding visual queues

Message Board for Client Advisors

Problem: The message board client advisors used to share information across the firm did not conform to modern message board styles or social media platforms. It was also hard to find information or to scan the postings quickly.

Solution: I completely overhauled the platform's design while ensuring there were clear visual queues for users who had used the legacy platform for a long time.

We began by researching commonly used message boards and social media platforms and applying what we learned to how to modernize our message board. This included:

• Embedded the new message board into a widely used app so the client advisors only needed one window open on their desktop for both

• Incorporating well-known icons for likes, comments, and subscribing

• Making question details easy to navigate

• Designing a new and easy user flow for responding to a post

• Added the ability for users to filter entries and sort by comments, likes, and date posted

• Created an alternate condensed view that allows users to scan the discussion board for information quickly

  The new design was widely embraced by the client associates and is used daily by most of the field.