S&P Capital IQ for Tablets
       
     
WhiteBoard Session
       
     
Outcome of Whiteboard
       
     
Stakeholders/User Interviews
       
     
Persona Creations
       
     
Quantitative Research
       
     
Wireframes
       
     
User Journey
       
     
Prototype Methods
       
     
       
     
Mobile Design Wiki/Guidelines
       
     
Market Data
       
     
Market News
       
     
Market Research + Quick Comp.
       
     
Main Nav.
       
     
Ownership
       
     
Briefing (Daily Dashboard)
       
     
S&P Global Market Intelligence iPad app live on App Store
       
     
S&P Capital IQ App for iPad promotion video
       
     
S&P Capital IQ for Tablets
       
     
S&P Capital IQ for Tablets

Discover More Value

The S&P Capital IQ platform provides the most accurate and timely financial information to investment banks, asset management firms, private equity firms and corporations around the world with our new New Design System.

Challenge
This app will offers clients the freedom to access all current company financials and market information, as well as their designated S&P Capital IQ documents and reports on the go. 

Solution
• Sync content to access the latest reports when offline
• Instantly access documents and reports from Capital IQ
• Create subscriptions to receive the latest transcripts, filings and investment research for public and private companies
• Stay on top of pricing for portfolios and watchlists
  and more...

WhiteBoard Session
       
     
WhiteBoard Session

Everybody were thinking out-loud and throwing ideas onto the whiteboard regarding how & what data-sets we can translate from the platform onto tablet. At that time CIQ was undergoing a huge re-branding & product & content transformation so it was an ideal time to re-think our product strategy, customer engagement, align ux to the most relevant content and etc...

 

 

Outcome of Whiteboard
       
     
Outcome of Whiteboard

Based on the whiteboard sessions and numerous meetings with the team, we came up with a high level summary plan. From then on we work closely with the P&C and BA team to define a more detailed map.  

Stakeholders/User Interviews
       
     
Stakeholders/User Interviews

Understanding Their Goals: We went through a series of one on one interviews with many of our existing clients. We discovered that majority of them would very much like similar features from the platform onto a tablet.
Our challenge will be defining what to have and not to have.

Persona Creations
       
     
Persona Creations

They always thought this kind of research is always perform in a usability lab and it also very tedious. Turn out everybody were very focus and understood the needs & goals of their target users.

Quantitative Research
       
     
Quantitative Research

Traffic from 1st Generation iPad App: This shows the users traffic of the first generation iPad app on the last 18 months. From talking to our existing clients, we found out 90% of our users said it was hard to find what they want and the whole user experience was poorly execute. 

Wireframes
       
     
Wireframes

Open Main Navigation: Double tap anywhere on the screen will also trigger the main navigation to open.

User Journey
       
     
User Journey

Workspaces Flow

Prototype Methods
       
     
Prototype Methods

• Balsamiq

• Paper

• x-code

       
     
Prototype 3.25

Working with developer to create stage three prototype with x-code.

Mobile Design Wiki/Guidelines
       
     
Mobile Design Wiki/Guidelines

Color & Typography System

Market Data
       
     
Market Data
Market News
       
     
Market News
Market Research + Quick Comp.
       
     
Market Research + Quick Comp.
Main Nav.
       
     
Main Nav.
Ownership
       
     
Ownership
Briefing (Daily Dashboard)
       
     
Briefing (Daily Dashboard)
S&P Global Market Intelligence iPad app live on App Store
       
     
S&P Global Market Intelligence iPad app live on App Store

S&P Corporate Website: http://marketintelligence.spglobal.com/our-thinking/videos/s-p-capital-iq-app-for-ipad

App Store link: https://itunes.apple.com/us/app/s-p-capital-iq-for-tablets/id422859052?mt=8

 

Welcome to the 2.0 version of the S&P Capital IQ iPad app, which features a brand new design and improved navigation, plus the following new content and features:

- Briefing View: Our new default view gives you a macro view of your coverage, customizable to an S&P Capital IQ list, or as a combination of industries and geographies.

- Aftermarket Research: Featuring multi-asset class research composed by leading analysts at more than 1700 firms, including the Standard and Exchange research reports.

- Ownership: View current and historical Ownership Summaries, Top Holders, and Activists and Insiders.

- Quick Comps: Use Quick Comps & Charting to see key comparisons of a company to all of its comps, including custom comps configured on the S&P Capital IQ platform, based on 16 financial data metrics, 8 trading multiples, and 12 operating statistics.

- New charts, including a debt maturity schedule, comparable price analysis chart, historical ownership, and an improved stock price chart.

- Improved save for offline workflow. 

- Sync Company Events to your iPad calendar.

- Audio Transcripts: Stream our full collection of Audio Transcripts while online, or save a copy for offline listening.

- View global market performance customized to the location of your device.

S&P Capital IQ App for iPad promotion video
       
     
S&P Capital IQ App for iPad promotion video