Design Management Highlights: PitchBook
PitchBook is one of the leading financial data platforms in the world and their customers shape the global economy through investments and acquisitons. I approached my work as the UX Manager through the following lenses:
I helped lead a couple of key initiatives that have a large impact on PitchBook. One relates to a partnership we recently announced with RSRCHX to provide a library of financial industry research to our customers, which is one of their biggest requests. The other centers around an initiative to take over a large third-party data set and integrate it into the platform. My designers were involved in every step of the way with both efforts.
The work I did at PitchBook continues to shape my approach and philosophy as a Product Design leader.
I supported my team by leading with empathy and adjusting my management style to fit their needs. I managed people, not job titles.
Lead designers to consider how their work impacted the entire PitchBook ecosystem, our customers, and our business goals.
Building out design culture is something I love to do. At PitchBook I redesigned many of the key processes impacting designers' day-to-day work and happiness. These efforts included:
- Updating our hiring process.
- Redesigning our on-boarding process to bring structure to the first 90 days of employment.
- Changing the way design critiques run so that they focus more on the problems being solved and less on personal preferences.
- Mentoring designers' career aspirations.
- Teaching my teammates to challenge their thinking.
- Spearheading the effort to create a design system.
In addition to Emerging Spaces, I also oversaw the following
Industry Overview: This project turns search results into a dashboard. It provides a quick snapshot of the space and surfaces details customers might miss. I helped guide the designer through her work and helped the team provide meaningful feedback. I also worked with the associated product manager to understand the use-cases and impact of the project. This project launched to positive feedback from our customers and clickthrough rates in its related part of the platform improved.
I walk through how industry overview works and why it's beneficial to PitchBook's customers
Dashboard: For many years this project went in fits and starts. The data it shows our customers relates to their behavior in the platform in order to offer a more tailored experience. I Worked through the design with the designers. This included addressing challenges around creating focus and showing the right data points. I also helped the product manager identify which data points are most important to our users. The Dashboard is viewed by all PitchBook customers and we saw an uptick in click-throughs after it was launched compared to the version it replaced.
Mobile Intel: PitchBook's mobile app is used by a client base always on the go. We wanted to ensure that they have access to key data points while in route to upcoming meetings. I guided the designer through mobile expectations and platform-specific patterns. I also provided design and usability feedback. After the project launch, we discovered some issues with the service and are currently addressing them.
Platform Transition: We are in the process of transitioning and integrating two third-party platforms into PitchBook. My role is multifaceted. I am collaborating with Product Management and stakeholders to arrange and prioritize the work; I brainstorm with and provide guidance to the designers; I Organize and manage a cross-functional team; I led the effort to design brainstorming sessions with the executive team (shown in the above photo); and I orchestrated PitchBook's first field study. The project is still in flight.