Harness Wealth

Harness Wealth

Harness Wealth

Harness Wealth

Harness Wealth

Designing next-generation tools for tracking and understanding private equity.

Designing next-generation tools for tracking and understanding private equity.

Designing next-generation tools for tracking and understanding private equity.

Designing next-generation tools for tracking and understanding private equity.

Designing next-generation tools for tracking and understanding private equity.

Role: Product Design, UX, Responsive Web   Made at: Studio Rodrigo   Year: 2020   

Role: Product Design, UX, Responsive Web   Made at: Studio Rodrigo   Year: 2020   

Role: Product Design, UX, Responsive Web   Made at: Studio Rodrigo   Year: 2020   

Role: Product Design, UX, Responsive Web
Made at: Studio Rodrigo
Year: 2020

Role: Product Design, UX, Responsive Web
Made at: Studio Rodrigo
Year: 2020

In 2019, Harness Wealth launched a free service that matches people with thoroughly vetted financial and tax advisors tailored to their unique circumstances. They partnered with Studio Rodrigo where I worked as a product designer to grow their web experience and establish Harness as the go-to resource for navigating equity liquidity events.

In 2019, Harness Wealth launched a free service that matches people with thoroughly vetted financial and tax advisors tailored to their unique circumstances. They partnered with Studio Rodrigo where I worked as a product designer to grow their web experience and establish Harness as the go-to resource for navigating equity liquidity events.

In 2019, Harness Wealth launched a free service that matches people with thoroughly vetted financial and tax advisors tailored to their unique circumstances. They partnered with Studio Rodrigo where I worked as a product designer to grow their web experience and establish Harness as the go-to resource for navigating equity liquidity events.

The Problem

The Problem

The Problem

The Problem

The Problem

When I joined the project, the Harness site didn’t provide much standalone value to registered users. The dashboard served only to manage advisor meetings and the personal balance sheet feature lacked a point of view.

When I joined the project, the Harness site didn’t provide much standalone value to registered users. The dashboard served only to manage advisor meetings and the personal balance sheet feature lacked a point of view.

When I joined the project, the Harness site didn’t provide much standalone value to registered users. The dashboard served only to manage advisor meetings and the personal balance sheet feature lacked a point of view.

When I joined the project, the Harness site did not provide much standalone value to registered users beyond the advisor pairing experience—the existing dashboard served only to manage advisor meetings and the personal balance sheet feature lacked a point of view.

When I joined the project, the Harness site did not provide much standalone value to registered users beyond the advisor pairing experience—the existing dashboard served only to manage advisor meetings and the personal balance sheet feature lacked a point of view.

harness_dash_legacy
harness_pbs_legacy

Harness was seeing a lot of search-engine generated traffic to a Net Worth Calculator on their marketing site. Competitors had similar calculators and balance sheets, but many didn’t support keeping track of equity in private companies.

On top of this, the Harness team set a goal of getting 50% of users who completed onboarding to schedule their first free advisor meeting.

How can we leverage a user’s interest in understanding their complete financial picture to encourage them to work with an expert advisor?

Harness was seeing a lot of search-engine generated traffic to a Net Worth Calculator on their marketing site. Competitors had similar calculators and balance sheets, but many didn’t support keeping track of equity in private companies.

On top of this, the Harness team set a goal of getting 50% of users who completed onboarding to schedule their first free advisor meeting.

How can we leverage a user’s interest in understanding their complete financial picture to encourage them to work with an expert advisor?

Harness was seeing a lot of search-engine generated traffic to a Net Worth Calculator on their marketing site. Competitors had similar calculators and balance sheets, but many didn’t support keeping track of equity in private companies.

On top of this, the Harness team set a goal of getting 50% of users who completed onboarding to schedule their first free advisor meeting.

How can we leverage a user’s interest in understanding their complete financial picture to encourage them to work with an expert advisor?

The Solution

The Result

The Result

The Result

Over 10 months in 2020, I helped design and launch a platform that lets users aggregate all their assets and debts in one place and provides insights and tools to demystify complex financial decisions.

Over 10 months in 2020, I helped design and launch a platform that lets users aggregate all their assets and debts in one place and provides insights and tools to plan for future financial life events with confidence.

Over 10 months in 2020, I helped design and launch a platform that lets users aggregate all their assets and debts in one place and provides insights and tools to plan for future financial life events with confidence.

Over 10 months in 2020, I helped design and launch a platform that lets users aggregate all their assets and debts in one place and provides insights and tools to plan for future financial life events with confidence.

Over 10 months in 2020, I helped design and launch a platform that lets users aggregate all their assets and debts in one place and provides insights and tools to plan for future financial life events with confidence.

One Place for Everything

One Place for Everything

One Place for Everything

One Place for Everything

One Place for Everything

Users can compile all their online financial accounts, private equity, and other assets and debts on the Personal Balance Sheet to understand their net worth and see how it changes over time.

Users can compile all their online financial accounts, private equity, and other assets and debts on the Personal Balance Sheet to understand their net worth and see how it changes over time.

Users can compile all their online financial accounts, private equity, and other assets and debts on the Personal Balance Sheet to understand their net worth and see how it changes over time.

Users can compile all their online financial accounts, private equity, and other assets and debts on the Personal Balance Sheet to understand their net worth and see how it changes over time.

Users can compile all their online financial accounts, private equity, and other assets and debts on the Personal Balance Sheet to understand their net worth and see how it changes over time.

harness_pbs_results2@2x
harness_company_results@2x

Understand Your Options

Understand Your Options

Understand Your Options

Understand Your Options

Understand Your Options

Users can input and save the details of their equity to see the total value of what they own in a company, including stock options, restricted stock units and awards, and direct investments.

Users can input and save the details of their equity to see the total value of what they own in a company, including stock options, restricted stock units and awards, and direct investments.

Users can input and save the details of their equity to see the total value of what they own in a company, including stock options, restricted stock units and awards, and direct investments.

Users can input and save the details of their equity to see the total value of what they own in a company, including stock options, restricted stock units and awards, and direct investments.

Users can input and save the details of their equity to see the total value of what they own in a company, including stock options, restricted stock units and awards, and direct investments.

Ditch the Spreadsheet

Ditch the Spreadsheet

Ditch the Spreadsheet

Ditch the Spreadsheet

Ditch the Spreadsheet

Users we talked to used DIY models to estimate the taxes associated with exercising and selling equity. We built a tool that runs the numbers and lets users compare scenarios—no more worrying about doing the math right.

Users we talked to used DIY models to estimate the taxes associated with exercising and selling equity. We built a tool that runs the numbers and lets users compare scenarios—no more worrying about doing the math right.

Users we talked to used DIY models to estimate the taxes associated with exercising and selling equity. We built a tool that runs the numbers and lets users compare scenarios—no more worrying about doing the math right.

Users we talked to used DIY models to estimate the taxes associated with exercising and selling equity. We built a tool that runs the numbers and lets users compare scenarios—no more worrying about doing the math right.

Users we talked to used DIY models to estimate the taxes associated with exercising and selling equity. We built a tool that runs the numbers and lets users compare scenarios—no more worrying about doing the math right.

harness_elp_results@2x

My Role

My Role

My Role

I was a product designer integrated into the team’s sprint cycle, working closely with the head of product, two other product designers, and the engineering team.

Product Strategy
At the beginning of the design process, I worked with two other designers at Studio Rodrigo to write personas, develop journey maps, and wireframe our initial UX recommendations.

Product Strategy
At the beginning of the design process, I worked with two other designers at Studio Rodrigo to write personas, develop journey maps, and wireframe our initial UX recommendations.

Product Strategy
At the beginning of the design process, I worked with two other designers at Studio Rodrigo to write personas, develop journey maps, and wireframe our initial UX recommendations.

Prototyping
I created interactive prototypes to demonstrate new features for user testing and stakeholder signoff.

Prototyping
I created interactive prototypes to demonstrate new features for user testing and stakeholder signoff.

Prototyping
I created interactive prototypes to demonstrate new features for user testing and stakeholder signoff.

Design Execution
I delivered responsive web designs in Figma, iterating based on engineering constraints, and advocated to make the existing design system more robust.

Development Support
I contributed to the agile sprint process by defining acceptance criteria for features and testing—a lot—for functionality and close adherence to design specs.

Development Support
I contributed to the agile sprint process by defining acceptance criteria for features and testing—a lot—for functionality and close adherence to design specs.

Development Support
I contributed to the agile sprint process by defining acceptance criteria for features and testing—a lot—for functionality and close adherence to design specs.

How We Did It

How We Did It

How We Did It

How We Did It

We began with a collaborative post-it workshop. Two other designers and I wrote down existing product features, goals the Harness team had expressed, and any new ideas that came to mind. We also interviewed the Harness Concierge (a dedicated customer support agent) to uncover pain points in the experience.

We began with a collaborative post-it workshop. Two other designers and I wrote down existing product features, goals the Harness team had expressed, and any new ideas that came to mind. We also interviewed the Harness Concierge (a dedicated customer support agent) to uncover pain points in the experience.

harness_postits@2x

It was clear that people often seek out financial advice when their circumstances become more complicated. We developed personas to help us think about the types of situations people might be going through, and apply that thinking to how a dashboard might serve different types of users.

It was clear that people often seek out financial advice when their circumstances become more complicated. We developed personas to help us think about the types of situations people might be going through, and apply that thinking to how a dashboard might serve different types of users.

harness_persona@2x
harness_dashboards@2x

I also created several user journeys showing how we could build more pre-registration tools to entice people to sign up.

I also created several user journeys showing how we could build more pre-registration tools to entice people to sign up.

harness_journey_maps@2x

After presenting this work to key stakeholders over the course of a month, Harness was able to define a new, more focused business objective: acquire high net worth clients who work at technology start-ups and growth-stage companies. With a clearer vision of what the product could become, we started designing.

After presenting this work to key stakeholders over the course of a month, Harness was able to define a new, more focused business objective: acquire high net worth clients who work at technology start-ups and growth-stage companies. With a clearer vision of what the product could become, we started designing.

After presenting this work to key stakeholders over the course of a month, Harness was able to define a new, more focused business objective: acquire high net worth clients who work at technology start-ups and growth-stage companies. With a clearer vision of what the product could become, we started designing.

After presenting this work to key stakeholders over the course of a month, Harness was able to define a new, more focused business objective: acquire high net worth clients who work at technology start-ups and growth-stage companies. With a clearer vision of what the product could become, we started designing.

User Insights

User Insights

User Insights

User Insights

User Insights

“How many of my options should I exercise? And when should I exercise them? If someone had built a model already and I just had to plug in numbers, that would have saved me many hours of work and given me more confidence in my decisions. I haven’t heard of anyone who’s successfully used a financial advisor to figure that out.”

“How many of my options should I exercise? And when should I exercise them? If someone had built a model already and I just had to plug in numbers, that would have saved me many hours of work and given me more confidence in my decisions. I haven’t heard of anyone who’s successfully used a financial advisor to figure that out.”

“How many of my options should I exercise? And when should I exercise them? If someone had built a model already and I just had to plug in numbers, that would have saved me many hours of work and given me more confidence in my decisions. I haven’t heard of anyone who’s successfully used a financial advisor to figure that out.”

“How many of my options should I exercise? And when should I exercise them? If someone had built a model already and I just had to plug in numbers, that would have saved me many hours of work and given me more confidence in my decisions. I haven’t heard of anyone who’s successfully used a financial advisor to figure that out.”

“How many of my options should I exercise? And when should I exercise them? If someone had built a model already and I just had to plug in numbers, that would have saved me many hours of work and given me more confidence in my decisions. I haven’t heard of anyone who’s successfully used a financial advisor to figure that out.”

The interview excerpt above gets at a common problem that our target demographic identified. Start-up employees are often given stock options as an incentive to join companies, but understanding the value of those options can be a frustrating endeavor, especially in anticipation of a liquidity event. The timing of exercises and sales can drastically impact how much is owed in taxes.

Our product lead defined the goal simply: educate users on the various actions they can take and show them the tax outcomes they each would produce.

The interview excerpt above gets at a common problem that our target demographic identified. Start-up employees are often given stock options as an incentive to join companies, but understanding the value of those options can be a frustrating endeavor, especially in anticipation of a liquidity event. The timing of exercises and sales can drastically impact how much is owed in taxes.

Our product lead defined the goal simply: educate users on the various actions they can take and show them the tax outcomes they each would produce.

The interview excerpt above gets at a common problem that our target demographic identified. Start-up employees are often given stock options as an incentive to join companies, but understanding the value of those options can be a frustrating endeavor, especially in anticipation of a liquidity event. The timing of exercises and sales can drastically impact how much is owed in taxes.

Our product lead defined the goal simply: educate users on the various actions they can take and show them the tax outcomes they each would produce.

The interview excerpt above gets at a common problem that our target demographic identified. Start-up employees are often given stock options as an incentive to join companies, but understanding the value of those options can be a frustrating endeavor, especially in anticipation of a liquidity event. The timing of exercises and sales can drastically impact how much is owed in taxes.

Our product lead defined the goal simply: educate users on the various actions they can take and show them the tax outcomes they each would produce.

The interview excerpt above gets at a common problem that our target demographic identified. Start-up employees are often given stock options as an incentive to join companies, but understanding the value of those options can be a frustrating endeavor, especially in anticipation of a liquidity event. The timing of exercises and sales can drastically impact how much is owed in taxes.

Our product lead defined the goal simply: educate users on the various actions they can take and show them the tax outcomes they each would produce.

Adding Equity

Adding Equity

Adding Equity

Adding Equity

Adding Equity

To provide accurate and relevant insights to users, they needed a way to input the details of their equity. Unlike bank accounts which could already be connected to Harness using Plaid, there was no existing integration for pulling equity data from another source.

In one month, I delivered a prototype that lets users view their Personal Balance Sheet, add records of equity they hold in private companies, and see how their equity contributes to their net worth.

To provide accurate and relevant insights to users, they needed a way to input the details of their equity. Unlike bank accounts which could already be connected to Harness using Plaid, there was no existing integration for pulling equity data from another source.

In one month, I delivered a prototype that lets users view their Personal Balance Sheet, add records of equity they hold in private companies, and see how their equity contributes to their net worth.

To provide accurate and relevant insights to users, they needed a way to input the details of their equity. Unlike bank accounts which could already be connected to Harness using Plaid, there was no existing integration for pulling equity data from another source.

In one month, I delivered a prototype that lets users view their Personal Balance Sheet, add records of equity they hold in private companies, and see how their equity contributes to their net worth.

To provide accurate and relevant insights to users, they needed a way to input the details of their equity. Unlike bank accounts which could already be connected to Harness using Plaid, there was no existing integration for pulling equity data from another source.

In one month, I delivered a prototype that lets users view their Personal Balance Sheet, add records of equity they hold in private companies, and see how their equity contributes to their net worth.

To provide accurate and relevant insights to users, they needed a way to input the details of their equity. Unlike bank accounts which could already be connected to Harness using Plaid, there was no existing integration for pulling equity data from another source.

In one month, I delivered a prototype that lets users view their Personal Balance Sheet, add records of equity they hold in private companies, and see how their equity contributes to their net worth.

harness_add_flows@2x

Add Equity Flows  From the same page where users can connect accounts, they can add a Private Company. After doing so, they can add their individual grants and holdings. We designed with a lot of modals because they can be reused in different contexts. For example, each add flow asks the user if they have sold any of their shares, and the data needed to log a sale is the same for all three.

Add Equity Flows  From the same page where users can connect accounts, they can add a Private Company. After doing so, they can add their individual grants and holdings. We designed with a lot of modals because they can be reused in different contexts. For example, each add flow asks the user if they have sold any of their shares, and the data needed to log a sale is the same for all three.

Add Equity Flows  From the same page where users can connect accounts, they can add a Private Company. After doing so, they can add their individual grants and holdings. We designed with a lot of modals because they can be reused in different contexts. For example, each add flow asks the user if they have sold any of their shares, and the data needed to log a sale is the same for all three.

Add Equity Flows  From the same page where users can connect accounts, they can add a Private Company. After doing so, they can add their individual grants and holdings. We designed with a lot of modals because they can be reused in different contexts. For example, each add flow asks the user if they have sold any of their shares, and the data needed to log a sale is the same for all three.

These flows feed into the company page, which acts as a living record of their equity. Users can return to edit past records or log new sales, exercises, and grants. A comprehensive record like this is not only essential for the tools we were developing, but it also sets up users for more informed conversations with advisors.

These flows feed into the company page, which acts as a living record of their equity. Users can return to edit past records or log new sales, exercises, and grants. A comprehensive record like this is not only essential for the tools we were developing, but it also sets up users for more informed conversations with advisors.

These flows feed into the company page, which acts as a living record of their equity. Users can return to edit past records or log new sales, exercises, and grants. A comprehensive record like this is not only essential for the tools we were developing, but it also sets up users for more informed conversations with advisors.

These flows feed into the company page, which acts as a living record of their equity. Users can return to edit past records or log new sales, exercises, and grants. A comprehensive record like this is not only essential for the tools we were developing, but it also sets up users for more informed conversations with advisors.

These flows feed into the company page, which acts as a living record of their equity. Users can return to edit past records or log new sales, exercises, and grants. A comprehensive record like this is not only essential for the tools we were developing, but it also sets up users for more informed conversations with advisors.

By standardizing the card layout for grant metadata, we were able to keep the page looking visually consistent. Componentizing the layout saved us time later on—whenever we needed to represent a grant in the product, we had the design ready to drop in.

By standardizing the card layout for grant metadata, we were able to keep the page looking visually consistent. Componentizing the layout saved us time later on—whenever we needed to represent a grant in the product, we had the design ready to drop in.

By standardizing the card layout for grant metadata, we were able to keep the page looking visually consistent. Componentizing the layout saved us time later on—whenever we needed to represent a grant in the product, we had the design ready to drop in.

By standardizing the card layout for grant metadata, we were able to keep the page looking visually consistent. Componentizing the layout saved us time later on—whenever we needed to represent a grant in the product, we had the design ready to drop in.

By standardizing the card layout for grant metadata, we were able to keep the page looking visually consistent. Componentizing the layout saved us time later on—whenever we needed to represent a grant in the product, we had the design ready to drop in.

harness_cards@2x

I worked directly with the engineering team in sprint cycles over the course of four months to refine and build out the responsive experience for adding equity. We launched these features to a pilot group of users in November 2020.

I worked directly with the engineering team in sprint cycles over the course of four months to refine and build out the responsive experience for adding equity. We launched these features to a pilot group of users in November 2020.

I worked directly with the engineering team in sprint cycles over the course of four months to refine and build out the responsive experience for adding equity. We launched these features to a pilot group of users in November 2020.

I worked directly with the engineering team in sprint cycles over the course of four months to refine and build out the responsive experience for adding equity. We launched these features to a pilot group of users in November 2020.

I worked directly with the engineering team in sprint cycles over the course of four months to refine and build out the responsive experience for adding equity. We launched these features to a pilot group of users in November 2020.

Delivering Insights

Delivering Insights

Delivering Insights

Delivering Insights

Delivering Insights

While keeping up with sprint responsibilities like user acceptance testing, I was also iterating on prototypes for the solution to our users’ frustrations—a tool to calculate the costs and tax burdens associated with exercising and selling their stock options.

Before I started designing, I met with the team's quantitative analyst to get familiar with the data model. We used real numbers in our prototypes whenever possible to anticipate edge cases in visualizations.

Below are the first two versions of the prototypes we tested.

While keeping up with sprint responsibilities like user acceptance testing, I was also iterating on prototypes for the solution to our users’ frustrations—a tool to calculate the costs and tax burdens associated with exercising and selling their stock options.

Before I started designing, I met with the team's quantitative analyst to get familiar with the data model. We used real numbers in our prototypes whenever possible to anticipate edge cases in visualizations.

Below are the first two versions of the prototypes we tested.

While keeping up with sprint responsibilities like user acceptance testing, I was also iterating on prototypes for the solution to our users’ frustrations—a tool to calculate the costs and tax burdens associated with exercising and selling their stock options.

Before I started designing, I met with the team's quantitative analyst to get familiar with the data model. We used real numbers in our prototypes whenever possible to anticipate edge cases in visualizations.

Below are the first two versions of the prototypes we tested.

While keeping up with sprint responsibilities like user acceptance testing, I was also iterating on prototypes for the solution to our users’ frustrations—a tool to calculate the costs and tax burdens associated with exercising and selling their stock options.

Before I started designing, I met with the team's quantitative analyst to get familiar with the data model. We used real numbers in our prototypes whenever possible to anticipate edge cases in visualizations.

Below are the first two versions of the prototypes we tested.

While keeping up with sprint responsibilities like user acceptance testing, I was also iterating on prototypes for the solution to our users’ frustrations—a tool to calculate the costs and tax burdens associated with exercising and selling their stock options.

Before I started designing, I met with the team's quantitative analyst to get familiar with the data model. We used real numbers in our prototypes whenever possible to anticipate edge cases in visualizations.

Below are the first two versions of the prototypes we tested.

Prototype V1

Prototype V1

Prototype V1

Prototype V2

Prototype V2

Prototype V2

Aside from the visualization of the results, the first two concepts were not all that different. They both allowed for a lot of customization so users were free to explore and save precise scenarios that they could come back to later.

This turned out to be an unsuccessful strategy. There were so many levers that it left users feeling overwhelmed. A common wish we heard during testing was to incorporate more guidance in the results. There was a lot of detailed information, but the results looked just as complex as the problem we were trying to solve.

With that feedback in mind, we decided that the next iteration would focus on educational moments and side-by-side comparisons of the results.

Aside from the visualization of the results, the first two concepts were not all that different. They both allowed for a lot of customization so users were free to explore and save precise scenarios that they could come back to later.

This turned out to be an unsuccessful strategy. There were so many levers that it left users feeling overwhelmed. A common wish we heard during testing was to incorporate more guidance in the results. There was a lot of detailed information, but the results looked just as complex as the problem we were trying to solve.

With that feedback in mind, we decided that the next iteration would focus on educational moments and side-by-side comparisons of the results.

Aside from the visualization of the results, the first two concepts were not all that different. They both allowed for a lot of customization so users were free to explore and save precise scenarios that they could come back to later.

This turned out to be an unsuccessful strategy. There were so many levers that it left users feeling overwhelmed. A common wish we heard during testing was to incorporate more guidance in the results. There was a lot of detailed information, but the results looked just as complex as the problem we were trying to solve.

With that feedback in mind, we decided that the next iteration would focus on educational moments and side-by-side comparisons of the results.

Aside from the visualization of the results, the first two concepts were not all that different. They both allowed for a lot of customization so users were free to explore and save precise scenarios that they could come back to later.

This turned out to be an unsuccessful strategy. There were so many levers that it left users feeling overwhelmed. A common wish we heard during testing was to incorporate more guidance in the results. There was a lot of detailed information, but the results looked just as complex as the problem we were trying to solve.

With that feedback in mind, we decided that the next iteration would focus on educational moments and side-by-side comparisons of the results.

Aside from the visualization of the results, the first two concepts were not all that different. They both allowed for a lot of customization so users were free to explore and save precise scenarios that they could come back to later.

This turned out to be an unsuccessful strategy. There were so many levers that it left users feeling overwhelmed. A common wish we heard during testing was to incorporate more guidance in the results. There was a lot of detailed information, but the results looked just as complex as the problem we were trying to solve.

With that feedback in mind, we decided that the next iteration would focus on educational moments and side-by-side comparisons of the results.

Final Prototype

Final Prototype

Final Prototype

The trimmed-down version of the results shows two of the most common scenarios next to each other and spotlights the most important figure—how much money a user can potentially take home. We incorporated plain-language insights to explain the major differences between the scenarios. Users are encouraged at the end to discuss the results with an advisor.

The trimmed-down version of the results shows two of the most common scenarios next to each other and spotlights the most important figure—how much money a user can potentially take home. We incorporated plain-language insights to explain the major differences between the scenarios. Users are encouraged at the end to discuss the results with an advisor.

The trimmed-down version of the results shows two of the most common scenarios next to each other and spotlights the most important figure—how much money a user can potentially take home. We incorporated plain-language insights to explain the major differences between the scenarios. Users are encouraged at the end to discuss the results with an advisor.

The trimmed-down version of the results shows two of the most common scenarios next to each other and spotlights the most important figure—how much money a user can potentially take home. We incorporated plain-language insights to explain the major differences between the scenarios. Users are encouraged at the end to discuss the results with an advisor.

The trimmed-down version of the results shows two of the most common scenarios next to each other and spotlights the most important figure—how much money a user can potentially take home. We incorporated plain-language insights to explain the major differences between the scenarios. Users are encouraged at the end to discuss the results with an advisor.

The Outcome

The Outcome

The Outcome

The Outcome

The Outcome

The updated personal balance sheet with support for private equity hasn’t been released to the public yet, but the number of advisor meetings scheduled was up 848% in late 2020 compared to the previous year with a particular rise in users going through liquidity events.

The updated personal balance sheet with support for private equity hasn’t been released to the public yet, but the number of advisor meetings scheduled was up 848% in late 2020 compared to the previous year with a particular rise in users going through liquidity events.

The updated personal balance sheet with support for private equity hasn’t been released to the public yet, but the number of advisor meetings scheduled was up 848% in late 2020 compared to the previous year with a particular rise in users going through liquidity events.

Takeaways

Takeaways

Takeaways

Takeaways

Let go of your assumptions
Before I started this project, I knew next to nothing about private equity taxes. I did a lot of reading to compensate, and as a result some of my early design explorations over-explained concepts that were already familiar to our users. I had to learn to stop putting our target persona in my shoes so that I could focus on solving their problems.

Solve one problem first
Our early prototypes for the liquidity tool were too feature-rich and users were overwhelmed. Testing taught me that answering one question well is much more valuable than trying to answer every question and failing.

Componentize early
We spent a lot of sprint time fixing design inconsistencies on the site. This is bound to happen when you’re building a design system from scratch, but we could have advocated for more sprint time devoted to perfecting components early on.

Let go of your assumptions
Before I started this project, I knew next to nothing about private equity taxes. I did a lot of reading to compensate, and as a result some of my early design explorations over-explained concepts that were already familiar to our users. I had to learn to stop putting our target persona in my shoes so that I could focus on solving their problems.

Solve one problem first
Our early prototypes for the liquidity tool were too feature-rich and users were overwhelmed. Testing taught me that answering one question well is much more valuable than trying to answer every question and failing.

Componentize early
We spent a lot of sprint time fixing design inconsistencies on the site. This is bound to happen when you’re building a design system from scratch, but we could have advocated for more sprint time devoted to perfecting components early on.

Let go of your assumptions
Before I started this project, I knew next to nothing about private equity taxes. I did a lot of reading to compensate, and as a result some of my early design explorations over-explained concepts that were already familiar to our users. I had to learn to stop putting our target persona in my shoes so that I could focus on solving their problems.

Solve one problem first
Our early prototypes for the liquidity tool were too feature-rich and users were overwhelmed. Testing taught me that answering one question well is much more valuable than trying to answer every question and failing.

Componentize early
We spent a lot of sprint time fixing design inconsistencies on the site. This is bound to happen when you’re building a design system from scratch, but we could have advocated for more sprint time devoted to perfecting components early on.

The Team
Khoi Uong, Caroline Lukins, Dwight Clancy, Ashley Newcomer, Or Leviteh, and the rest of the team at Harness Wealth and Shift Lab

Thanks for reading!
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