Omega One

Submit Order Experience Design

This project is a form and table design for a crypto trading platform that aims at making order submitting process faster and mitigating the cognitive load of tracking orders.

Overview

Task

1. Design an order form to allow users to submit the orders

2. Design an order status panel that can allow user checking their orders and tracking the process

3. 
   

Challenge

How to balance the institutional level data & user-centered interface

Research

Fine-tech industry products lack user-centered design due to the nature of the industry - overwhelming data, absurd graph, and complex trading process.

Generally, the data hierarchy is not clear: the use of color disrupts the visual and information hierarchy of data

It always costs a lot of energy to read and process the information. The heavy cognitive load makes traders feel exhausting.

Order form: the form is too simple to meet the needs of professional configuration

Goal: provide more configuration for a user to customize, in the meantime keep it simple and clean

Order status table: not easy to track the order progress and check order details.

Goal: provide more order details, and an easy way to tracking these orders as well

Solution

Re-prioritize data and re-organize data and find the best way to display it

Process

Analyze Requirement

Understanding the product and technical requirements

Structuring the requirement specification can help the designer understand the complexity and challenges of the task. Keep the problems in mind for all design phases can ensure the solution stick to the problem. I simplified and converted the product documentation into forms and table to see how could we refine the data.

Since crypto trading data and mechanisms are too absurd, we need help from the technology team and the compliance team to support us to understand the sufficient knowledge of orders and working on restructure the data with us. Tech team helped us a lot to reduce the less important data, parameters, and balancing the design and difficulties from the technology perspective.

Solution: Order Form

Re-prioritize data & advanced option for professional configuration

• Hide/display optional configuration meets both simple order and complex order set up

• Easy to adjust with future developing, can compatible with multiple trader roles

Solution: Order Status Table

Restructure the table and popover for detail information

• Prioritized and visualized order process for tracking fast

• Extract order details from unfolding section in the table to an individual pop up window - easy to focus and read data, can fits more details and future development

Order Entry Panel

• Simple form with advanced options

• Order review before submitting

Order Status Panel

• Remove lower priority columns

• Use a popover contains more details and interactions

• Extracted sub-fill list independently

Next Step

Real User Test

Currently, all the fundamental panel on dashboard are developed and technically connected with back-end matching engine. The next step is to run the beta test for this MVP version with our investors.

Takeaway

1. User needs is the key to a desiring experience. Due to the time limitation and constraints of user research, the design is still at the early stage of the product. But we’ll believe that this product will change the experience in fin-tech industry with our efforts.

2. The real product design is the result of a multiply-disciplinary collaboration. Understand the limitation of technology and business is the key to a feasible product.