Tegus: Panel Calls
Improving investment research through Panel Calls
Timeline
May 2023 - Aug 2023
Tools
Figma, Hotjar
Role
Product Design Intern
What is Tegus?
Tegus is a research platform that provides investors with insights through expert interviews and transcripts.
Context
Tegus successfully launched a new content type, Panel Calls, to 350+ beta users, offering an innovative format for investor research. However, early feedback revealed a critical issue: Panel Call transcripts were significantly underutilized.
the VERY dense and lengthy panel call transcript…
USER PAINPOINT 02
Forgetting key expert details
Problem
Panel call transcripts are hard to read and extract research insights from.
USER PAINPOINT 01
Difficult to keep track of who is speaking
Final Solution
A visual and guided Panel Call Transcript for simplified research experience.
USER PAIN POINT #1
Difficult to keep track of who is speaking
USER PAIN POINT #2
Forgetting contextual expert details while reading
SOLUTION #1
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.
SOLUTION #2
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
design process
↓ so.. how did i get here?? ↓
The project started with the veryyyy broad scope:
How might we improve panel calls?
Identifying Opportunities
What areas of panel calls can be improved?
Exploring Opportunities
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.
Using an Opportunity Solutions Tree, I explored potential solutions stemming from the two overarching opportunities.
My brainstormed solutions included:
Entirely new panel call features
Enhancements and redesigns
of existing panel call features
01
problem framing
Concept Testing
But what do the users want?
Taking my explorations from the Opportunity Solutions Tree, I engaged users to prioritize proposed solutions and ensure they aligned with user needs.
Method #2
User interviews
5 beta users + 2 non-beta users
Goal
Determine user priorities for proposed solutions
→
Method #1
Hotjar surveys
350+ beta users
METHOD #1
Hotjar survey
To test users' engagement with panel calls and determine the content they prefer, I created a minimum viable product and set up a pop-up Hotjar survey on the platform.
METHOD #2
User interviews
To allow users to visualize my hypothetical concepts, I created high-fidelity prototypes that combine various solution explorations.
Presenting my explorations, I gathered initial user reactions and feedback for the various explorations.
Prioritizing Solutions
The urgent problem
Concept tests revealed strong user enthusiasm and demand for the new
panel call features I proposed.
However, users' positive feedback on the new explorations was overshadowed by a critical discovery from my user interviews.
None of the interviewed beta users read panel
call transcripts due to their lack of usability.
Therefore, the project’s priority became clear, leading me to narrow my scope to improving user engagement with panel call transcripts.
So, what’s so wrong with the panel call transcript?
Reading customer feedback, conducting internal workshops, and synthesizing insights from user interviews, I identified pain points users have with the current panel call transcript experience.
PAIN POINT #1
Difficulty tracking who is speaking
Juggling multiple speakers makes it challenging for users to quickly keep track of who is speaking.
Design Iterations
A skim-able transcript
PAIN POINT #2
Forgetting key expert details
Users often forget experts' backgrounds and perspectives, which are crucial for understanding the transcripts.
I increased glanceability by incorporating more visuals, making the transcript easier for investors to quickly skim.
02
designing a solution
Identifying Pain Points
☆
final thoughts
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.
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