ESG & Climate Dashboard

ESG View is a monitoring dashboard that tracks a companies environmental, social and governance scores, related news, and adherence to international standards.

As the lead Product Designer on the team, I played a key role in shaping the product's features and user experience. 

MOODYS
LEAD PRODUCT DESIGNER
APRIL 2022 - DEC 2023
THE PROCESS

Collaborated with my product partner to create a multi-phase plan to launch an MVP while considering data uncertainty, future integrations, and acquisitions.

Documented product goals to execute a flexible design that meets user needs and adapts to business goals.

Challenges

  • Lack of industry standards

  • Inconsistent methodologies

  • Difficulty recruiting UR participants

  • Sensitivity around climate change in global politics

  • Irregular data

Opportunities

  • Streamline user flows

  • Consolidate multiple internal experiences into one product

  • Create a modular design that can easily integrate future content sets

  • Explore new data visualization styles 

MAIN PRODUCT GOAL

A modular dashboard presents well-organized information, specifically designed to give users a quick and concise summary of key data points creating a more seamless user flow.

This structure improves usability and navigation, enabling efficient decision-making and easy expansion for growing analytical needs.

Primary Persona 👤

An ESG expert that routinely monitors ESG and Climate Data

Secondary Persona 👤

A Financial Advisor that perform ad-hoc ESG analysis related to major economic events or acquisitions

MEETING OUR BUSINESS GOALS

A second phase of the ESG product merges data that was previously lived in separate products, simplifying the process and providing better insights.

As a result, significant changes were made to the pricing model increasing sales by 1MM.

ACCOUNTING FOR TWO MAJOR PERSONAS

This two-tiered approach enables both an overview and in-depth examination of relevant information.

A secondary detailed view of data and methodologies is essential for a deeper analysis.

User Testing Methodology

8 moderated sessions on Zoom using a basic Figma prototype to test content, and 7 sessions with a detailed prototype to test user flow and design.

Metrics

Created a north star design concepts while defining MVP features that aligned with our business objective to integrate multiple acquisitions into one cohesive dashboard

This was a market differentiator that facilitated 16 new sales contracts and $1MM in revenue since launching in October