The client
Netage Solutions is a small software company. It develops customized CRM solutions for the financial industry in the USA. Its cliens are big investment fund (hedge funds, real estate funds etc.)
The project
Dynamo is the flagship product of Netage Solutions. In its early days it started as a web based CRM system. Later it was became a product closely integrated with MS Outlook and MS Exchange. The goal of the latest version was to completely redesign the user experience as the old Outlook paradigm resulted in bloated interface and usability, technical and support pain.
I took a part in the design stage. The project took nearly 2 years to complete. During the first 6 months I designed high fidelity prototypes to explore different interface approaches so we can validate them with actual users and external usability consulting agency (HCI).
The result
The end product was a very competitive product way ahead of its major competitors in terms of features, customization features, technology and usability. It helped the company to survive the disastrous for the financial industry 2008 year.
