Improving a financial data SaaS tool through UX optimisation
The context
IJ Global is a data-rich SaaS platform that provides extensive information on global Infrastructure & Energy projects. It is a critical tool for professionals who need to analyse complex datasets related to infrastructure, and it has a well-established subscriber base.
It is part of the product suite by Euromoney Institutional Investor PLC, a leading business and financial information company, which was acquired in November 2022 by Astorg and Epiris and renamed Delinian in 2023.
Market Intelligence
B2B
SaaS Product
Global
“This was a tricky project to navigate, between all the data and financials, but the team came up with an engaging result. Their designs were very strong.”
— Vaughan Ashe, Head of Delivery
The problem
IJ Global faced new competition in the market, challenging its position. The existing platform struggled with the complexity of its interface, which did not effectively cater to all their user types.
The objective
The goal was to redesign the user interface to simplify interactions for all users while preserving the functionality needed by more advanced subscribers. Additionally, transitioning to a gated revenue model was a critical objective, requiring a strategic and carefully planned approach.
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The approach
Conducted user research and interviews to understand usage patterns and gather feedback.
Developed clickable, high-fidelity prototypes to test new search and filtering mechanisms.
Designed a comprehensive UI design system that updated visual interactions to align with modern SaaS tools.
Created a front-end templating system to ease integration for the IJ Global engineering team.
Advised on strategy for introducing a gated revenue model, including free content display and compelling sign-up incentives.
The result
The prototypes were successfully tested with customers, confirming the usability of the new search features.
The front-end framework and UI design system facilitated a smoother workflow for the internal team and ensured consistency across the platform.
The strategic advice provided a clear pathway for implementing the gated revenue model, poised to enhance subscriber engagement and revenue.
By prioritising UX optimisation, IJ Global is well-positioned to maintain its competitive edge in the market.
45%
Usability score increase
32k+
Transactions listed
4.5/5
Clutch review
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