Bloomberg file management Internal tool redesign
Goal: Research and redesign an internal file management tool
Constraints: 3 month project
Role: UX Researcher and Designer
Tools: Google Collaboration Suite, Sketch
Deliverables: Research Findings Presentation, Wireframes
Timeline: 3 months
As a UX Research and Design Intern on the Financial Product UX team at Bloomberg, I was tasked with rethinking and redesigning the file management experience within the Bloomberg Terminal to ultimately improve access to the files users need, streamline their file management workflows, and organize their files more intuitively.
Problem Statement: How might we improve the file management experience for our internal users?
The current file management tool had not been touched in a couple years, and the team I joined challenged me to reimagine what that new experience could be.
Overarching Research Goal: Design a solution that addresses the needs and pain points of file users
- Identify commonly used file types and tools
- Identify common file management actions (create, copy, paste, duplicate, etc.)
- Understand file management in the Bloomberg software vs. non-Bloomberg software
- Analyze general file organizational strategies
To accomplish my research goals within the scope of three months, I performed the following research activities:
- User Interviews - Interviewed 11 internal users regarding their file management behaviors and tool usage
- Competitive Analysis - Analyzed 14 direct and indirect file management competitors to the Bloomberg internal file management tool
- Internal Help Desk Ticket Analysis - Identified six tickets that highlighted potential features and problem spaces to explore
Through the research I uncovered:
1. Four main file user types and their corresponding file management workflows:
2. Four general file management insights:
Need for context, not just a place to store files
Three forms of file movement -- within my machine, across devices, and to other people
Shared folders act as a collaborative space
Need to support "filers" and "pilers"
Next I took all of the research findings and started to develop concepts around what the new file management experience could be. First, I wrote high level user stories to identify what the user could do with the new file management tool.
Next I generated a ton of sketches that defined various concepts based off of the user stories.
Once we explored a wide variety of directions, we synthesized our sketches into seven core concepts. We tested these seven concepts with 12 different internal Bloomberg users through open-ended interviewing and storyboards. Six of the seven storyboard concepts resonated most with the users and those six were implemented in the final design.
The final design is an integrated file management tool. It connects the user to their local file storage on the local desktop, as well as groups they are apart of in the Bloomberg Terminal. It also includes streamlined workflows and a cleaner, more intuitive interface.
I presented my final design to product managers, engineers, and senior stakeholders, and the feedback I received was positive. It started a conversation around the future of file management, and inspired the product owners to consider investing more time into this file management tool. The concept I developed will be the foundation for the future file management internal tool.