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Tegus: Panel Calls
Improving investment research through Panel Calls
TIMELINE
May 2023 - Aug 2023
TOOLS
Figma
Hotjar
DISCIPLINE
Product Design
Product Thinking
UX Research
TEAM
1 Product Designer
2 Engineers
1 Product Manager
ROLE
As a Product Design Intern at Tegus, I took full ownership of this project, serving as the sole designer and leading it from concept to completion.
Contents
WHAT IS TEGUS?
Tegus is a research platform that provides investors with insights through expert interviews and transcripts.
01
Overview
Tegus introduced Panel Calls to 350+ beta users, providing an innovative format for investor research. However, early feedback revealed that panel call transcripts had low engagement due to poor transcript readability and unclear value to users.
DESIGN CHALLENGE
How might we enhance the Panel Call Transcript to make investor research more efficient, intuitive, and insightful?
IMPACT
Increased Panel Call Transcript engagement from 15% to 40% MoM and launched successfully to GA.
02
Problem
2a
Problem - Business Focus
In beta testing, no users were reading the transcripts — user engagement was 0%.
2b
Problem - User Focus
Panel call transcripts are dense and hard to navigate, making it challenging to extract key research insights efficiently.
There were two main pain points users had due to the current transcript designs:
PAIN POINT 01
Difficult to keep track of who is speaking
who’s talking?
who’s responding to who?
PAIN POINT 02
Constantly forgetting contextual expert details
what’s this expert’s take again?
i forget if this expert has a credible background...
03
Solution
A visually guided and interactive Panel Call transcript for easier research and insight extraction.
Color-Coding and Visual Distinctions
Implementing color-coding and distinct visual markers for each participant makes it easier to identify speakers and follow the conversation.
Contextual Expert Information
Having important contextual information about the expert in their expert bios follow the user as they read the transcript makes it easier to follow the transcript information.
FEATURE #1
Hover-Activated Expert Bios
Hovering over a participant's name offers quick access to expert information
FEATURE #2
Floating Bio Component
A floating component provides continuous expert context while scrolling
PAIN POINT
Difficult to keep track of who is speaking
SOLUTION
Color-Coding and Visual Distinctions
PAIN POINT
Constantly forgetting contextual expert details
SOLUTION
Contextual Expert Information
04
Design Process
Identifying Opportunities
What areas of panel calls can be improved?
Talking to the Operations team and reading customer feedback, I began narrowing down my initial broad scope, I comprehended the current state, pinpointed issues, and transformed them into opportunities.
Exploring Solutions
What’s the best solution to improve Panel Calls?
Using an Opportunity Solutions Tree, I explored potential solutions stemming from the two overarching opportunities.
Using my brainstormed concepts, I created high-fidelity prototypes to visualize my explorations for both Tegus users and my team.
User Research: Concept Testing
But what do the users really want?
Taking my explorations from the Opportunity Solutions Tree, I engaged users to prioritize proposed solutions and ensure they aligned with user needs through a Hotjar survey and user interviews.
RESEARCH GOAL
Determine user priorities for proposed solutions
RESEARCH METHODS
METHOD #1
Hotjar survey
350+ beta users
To test users' real engagement, I created a minimum viable product and set up a pop-up Hotjar survey on the platform.
METHOD #2
User Interviews
7 users 5 beta + 2 non-beta
To allow users to visualize my hypothetical concepts, I created high-fidelity prototypes and presented my explorations, gathering initial user reactions and feedback.
Research Findings
KEY INSIGHTS
- Large excitement about upcoming panels and exploratory features
- Desire for easier scanning and clearer expert context
- Frustration with long, unstructured paragraphs
Despite strong enthusiasm and demand for new panel call features, the larger issue at hand was that none of the interviewed beta users read panel.
Therefore, the project’s priority became clear, leading me to narrow my scope to improving user engagement with panel call transcripts.
INITIAL SCOPE
How might we improve panel calls?
REFINED SCOPE
How might we improve the panel call transcript to streamline investor research?
Design Iterations
Through multiple design variations, I increased glanceability by incorporating more visuals, making the transcript easier for investors to quickly skim.
First iteration
Insufficient visual distinctions
Second iteration
Easily glanceable
Visually overwhelming
Final iteration
Easily glanceable
Consistent visual cues
05
Reflection
Through Tegus, I've grown to love the complex challenges of B2B companies and gained a lot of knowledge about the fintech industry.
I’m super thankful for Tegus’s design team for all the feedback and mentoring, engineers for challenging me and pushing me to understand technicalities, product managers for keeping me in check, and my fellow interns for keeping me entertained.
What I Learned
Never be afraid to learn more and ask questions
During my internship, constant questioning provided a deep understanding of Tegus as a business and a product, greatly aiding my design decisions with confidence and knowledge.
Designing when constant adaptation is essential
My project timeline constantly shifted during my internship due to new research, internal discussions, and business constraints. This experience provided genuine insights into navigating design in a business context, especially with a new feature lacking predefined goals or timelines from the product teams.
Next Project
Tegus
Dark Mode
Designed a dark mode theme with scalable design systems
Sunny
Work
Play
About
Tegus: Panel Calls
Improving investment research through Panel Calls
TIMELINE
May 2023 - Aug 2023
TEAM
1 Product Designer
2 Engineers
1 Product Manager
DISCIPLINE
Product Design
Product Thinking
UX Research
TOOLS
Figma
Hotjar
ROLE
As a Product Design Intern at Tegus, I took full ownership of this project, serving as the sole designer and leading it from concept to completion.
Contents
WHAT IS TEGUS?
Tegus is a research platform that provides investors with insights through expert interviews and transcripts.
01
Overview
Tegus introduced Panel Calls to 350+ beta users, providing an innovative format for investor research. However, early feedback revealed that panel call transcripts had low engagement due to poor transcript readability and unclear value to users.
DESIGN CHALLENGE
How might we enhance the Panel Call Transcript to make investor research more efficient, intuitive, and insightful?
IMPACT
Increased Panel Call Transcript engagement from 15% to 40% MoM and launched successfully to GA.
02
Problem
2a
Problem - Business Focus
In beta testing, no users were reading the transcripts — user engagement was 0%.
2b
Problem - User Focus
Panel call transcripts are dense and hard to navigate, making it challenging to extract key research insights efficiently.
There were two main pain points users had due to the current transcript designs:
PAIN POINT 01
Difficult to keep track of who is speaking
who’s talking?
who’s responding to who?
PAIN POINT 02
Constantly forgetting contextual expert details
what was this expert’s take?
i forget if this expert has a credible background...
03
Solution
A visually guided and interactive Panel Call transcript for easier research and insight extraction.
Color-Coding and Visual Distinctions
Implementing color-coding and distinct visual markers for each participant makes it easier to identify speakers and follow the conversation.
Contextual Expert Information
Having important contextual information about the expert in their expert bios follow the user as they read the transcript makes it easier to follow the transcript information.
FEATURE #1
Hover-Activated Expert Bios
Hovering over a participant's name offers quick access to expert information
FEATURE #2
Floating Bio Component
A floating component provides continuous expert context while scrolling
PAIN POINT
Difficult to keep track of who is speaking
SOLUTION
Color-Coding and Visual Distinctions
PAIN POINT
Constantly forgetting contextual expert details
SOLUTION
Contextual Expert Information
04
Design Process
Identifying Opportunities
What areas of panel calls can be improved?
Talking to the Operations team and reading customer feedback, I began narrowing down my initial broad scope, I comprehended the current state, pinpointed issues, and transformed them into opportunities.
Exploring Solutions
What’s the best solution to improve Panel Calls?
Using an Opportunity Solutions Tree, I explored potential solutions stemming from the two overarching opportunities.
Using my brainstormed concepts, I created high-fidelity prototypes to visualize my explorations for both Tegus users and my team.
User Research: Concept Testing
But what do the users really want?
Taking my explorations from the Opportunity Solutions Tree, I engaged users to prioritize proposed solutions and ensure they aligned with user needs through a Hotjar survey and user interviews.
RESEARCH GOAL
Determine user prioritiesfor proposed solutions
RESEARCH METHODS
METHOD #1
Hotjar survey
350+ beta users
To test users' real engagement, I created a minimum viable product and set up a pop-up Hotjar survey on the platform.
METHOD #2
User Interviews
7 users 5 beta + 2 non-beta
To allow users to visualize my hypothetical concepts, I created high-fidelity prototypes and presented my explorations, gathering initial user reactions and feedback.
Panel Calls
Request Topic
Upcoming
Suggested Topics
Fitness Industry
88/100
UK Housing Trends
67/100
Shoe Sales
67/100
Digital Advertising Industry
67/100
See All
Give Feedback
Is this topic specific enough?
Is this topic relevant?
Was this panel call helpful?
Submit
Research Findings
KEY INSIGHTS
- Large excitement about upcoming panels and exploratory features
- Desire for easier scanning and clearer expert context
- Frustration with long, unstructured paragraphs
Despite strong enthusiasm and demand for new panel call features, the larger issue at hand was that none of the interviewed beta users read panel.
Therefore, the project’s priority became clear, leading me to narrow my scope to improving user engagement with panel call transcripts.
INITIAL SCOPE
How might we improve panel calls?
REFINED SCOPE
How might we improve the panel call transcript to streamline investor research?
Design Iterations
Through multiple design variations, I increased glanceability by incorporating more visuals, making the transcript easier for investors to quickly skim.
First iteration
Insufficient visual distinctions
Second iteration
Easily glanceable
Visually overwhelming
Final iteration
Easily glanceable
Consistent visual cues
05
Reflection
Through Tegus, I've grown to love the complex challenges of B2B companies and gained a lot of knowledge about the fintech industry.
I’m super thankful for Tegus’s design team for all the feedback and mentoring, engineers for challenging me and pushing me to understand technicalities, product managers for keeping me in check, and my fellow interns for keeping me entertained.
What I Learned
Never be afraid to learn more and ask questions
During my internship, constant questioning provided a deep understanding of Tegus as a business and a product, greatly aiding my design decisions with confidence and knowledge.
Designing when constant adaptation is essential
My project timeline constantly shifted during my internship due to new research, internal discussions, and business constraints. This experience provided genuine insights into navigating design in a business context, especially with a new feature lacking predefined goals or timelines from the product teams.
Next Project
Tegus
Dark Mode
Designed a dark mode theme with scalable design systems
Sunny
Work
Play
About
TegusPanel Calls
Reducing time to insight for investors through Panel Calls
↑
TIMELINE
May 2023 - Aug 2023
TEAM
1 Product Designer
2 Engineers
1 Product Manager
DISCIPLINE
Product Design
Product Thinking
UX Research
TOOLS
Figma
Hotjar
ROLE
As a Product Design Intern at Tegus, I took full ownership of this project, serving as the sole designer and leading it from concept to completion.
Contents
WHAT IS TEGUS?
Tegus is a research platform for institutional investors, offering a vast database of expert insights and investor-driven interviews.
01
Overview
Tegus introduced Panel Calls to 350+ beta users, providing an innovative format for investor research. However, early feedback revealed that panel call transcripts had low engagement due to poor transcript readability and unclear value to users.
DESIGN CHALLENGE
How might we enhance the Panel Call Transcript to make investor research more efficient, intuitive, and insightful?
IMPACT
Increased Panel Call Transcript engagement from 15% to 40% MoM and launched successfully to GA.
02
Problem
2a
Problem - Business Focus
In beta testing, no users were reading the transcripts and user engagement was low.
2b
Problem - User Focus
Panel call transcripts are dense and hard to navigate, making it challenging to extract key research insights efficiently.
There were two main pain points users had due to the current transcript designs:
PAIN POINT 01
Difficult to keep track of who is speaking
who’s talking?
who’s responding to who?
PAIN POINT 02
Constantly forgetting contextual expert details
what’s this expert’s take again?
i forget if this expert has a credible background...
03
Solution
A visually guided and interactive Panel Call transcript for easier research and insight extraction.
Color-Coding and Visual Distinctions
Implementing color-coding and distinct visual markers for each participant makes it easier to identify speakers and follow the conversation.
Contextual Expert Information
Having important contextual information about the expert in their expert bios follow the user as they read the transcript makes it easier to follow the transcript information.
FEATURE #1
Hover-Activated Expert Bios
Hovering over a participant's name offers quick access to expert information
FEATURE #2
Floating Bio Component
A floating component provides continuous expert context while scrolling
PAIN POINT
Difficult to keep track of who is speaking
SOLUTION
Color-Coding and Visual Distinctions
PAIN POINT
Constantly forgetting contextual expert details
SOLUTION
Contextual Expert Information
04
Design Process
Identifying Opportunities
What areas of panel calls can be improved?
Talking to the Operations team and reading customer feedback, I began narrowing down my initial broad scope, I comprehended the current state, pinpointed issues, and transformed them into opportunities.
Exploring Solutions
What’s the best solution to improve Panel Calls?
Using an Opportunity Solutions Tree, I explored potential solutions stemming from the two overarching opportunities.
Using my brainstormed concepts, I created high-fidelity prototypes to visualize my explorations for both Tegus users and my team.
User Research: Concept Testing
But what do the users really want?
Taking my explorations from the Opportunity Solutions Tree, I engaged users to prioritize proposed solutions and ensure they aligned with user needs through a Hotjar survey and user interviews.
RESEARCH GOAL
Determine user prioritiesfor proposed solutions
RESEARCH METHODS
METHOD #1
Hotjar survey
350+ beta users
To test users' real engagement, I created a minimum viable product and set up a pop-up Hotjar survey on the platform.
METHOD #2
User Interviews
7 users 5 beta + 2 non-beta
To allow users to visualize my ideas, I created high-fidelity prototypes and presented my explorations, gathering initial user reactions and feedback.
Panel Calls
Request Topic
Upcoming
Suggested Topics
Fitness Industry
88/100
UK Housing Trends
67/100
Shoe Sales
67/100
Digital Advertising Industry
67/100
See All
Give Feedback
Is this topic specific enough?
Is this topic relevant?
Was this panel call helpful?
Submit
Research Findings
KEY INSIGHTS
- Large excitement about upcoming panels and exploratory features
- Desire for easier scanning and clearer expert context
- Frustration with long, unstructured paragraphs
Despite strong enthusiasm and demand for new panel call features, the larger issue at hand was that panel call engagement was low.
Therefore, the project’s priority became clear, leading me to narrow my scope to improving user engagement with panel call transcripts.
INITIAL SCOPE
How might we improve panel calls?
REFINED SCOPE
How might we improve the panel call transcript to streamline investor research?
Design Iterations
Through multiple design variations, I increased glanceability by incorporating more visuals, making the transcript easier for investors to quickly skim.
First iteration
Insufficient visual distinctions
Second iteration
Easily glanceable
Visually overwhelming
Final iteration
Easily glanceable
Consistent visual cues
05
Reflection
Through my internship, I've grown to love the complex challenges of B2B companies and gained a lot of knowledge about the fintech industry.
I’m super thankful for the design team for all the feedback and mentoring, engineers for challenging me and pushing me to understand technicalities, product managers for keeping me in check, and my fellow interns for keeping me entertained.
What I Learned
Never be afraid to learn more and ask questions
During my internship, constant questioning provided a deep understanding of Tegus as a business and a product, greatly aiding my design decisions with confidence and knowledge.
Designing when constant adaptation is essential
My project timeline constantly shifted during my internship due to new research, internal discussions, and business constraints. This experience provided genuine insights into navigating design in a business context, especially with a new feature lacking predefined goals or timelines from the product teams.
Next Project
Tegus
Dark Mode
Designed a dark mode theme with scalable design systems