Putnam Reporting

Putnam Investments is a global money management firm with over 68 years of investment experience, $190 billion in assets under management, and nearly 11 million shareholders.

Putnam partnered with us to create a uniform and scalable reporting interface for Putnam's various internal reporting systems with the goals of enhancing user productivity,  reducing training time and streamlining development processes.

We conducted contextual user research, heuristic analysis, information architecture design, directional interface design and provided visual design direction.

The result was an easy to learn and consistent interaction pattern across all reporting systems. This allowed the user base to be more productive and easily move from system to system. The development team was also able to consolidate maintenance and enhancement efforts.
Insights
  • Consumer Decisions in a Social World
    In a recent issue of the Harvard Business Review that focused on branding, David Edelman articulates how consumers’ engagement with brands is evolving with the proliferation of social media and other digital channels.
  • 5 Steps To Designing A Better Health Care System
    The goal of the Healthcare Experience Design Conference (HxD) held in Boston recently was less about dissecting the problems within our existing health care system and more about how we can start solving them. In the keynote address, the U.S. Chief Technology Officer, Todd Park, called on designers to participate in a “self-propelled, open ecosystem of innovation.” As people invested in improving health care through design, we were excited to hear it.
  • Defining A Social Commerce Strategy
    Relying on friends, family and other consumers to gather and share purchase information is fundamental to shopping behavior.
What's Happening
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