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Digital Platform Redesign

When it was launched some years ago, Moody’s CreditView was mainly a simple means of gaining online access to the company’s credit ratings. But as demand grew for greater insight, and increased depth and breadth information for better decision-making, Moody’s embarked on an ambitious three-year program to revamp and reinvent CreditView. 

As a result, the new portal brings together almost every aspect of Moody’s services, providing investors and issuers with a vast wealth of information, deeper content and analysis.

In addition, CV2 offers a massively improved user-experience, with bespoke reporting, alerts and insight, as well as seamless access to all Moody’s data through Excel - enabling clients to work far more efficiently and productively than ever before.

 

SECTOR - Financial Industry / Technology

TEAM - Director, 3 UX Designers, 2 UI Designers, 2 Researchers, Content Expert

MY ROLE - Research Strategy & Testing, Stakeholder interviews, 360° Customer Reviews,  UXR Team Manager

LEAD TIME - 10 months (Phase 1 of 3)

COMPLEXITY - High

Business problem

Moody’s CreditView, or Moodys.com, offers information about Moody’s ratings, methodologies, and recent issuer and industry research for the more than 6,000 entities it rates. The platform has 25K subscribers in the financial industry.

A few years ago, Moody's CreditView started off as a basic online platform for accessing the company's credit ratings. However, as the need for more comprehensive information and deeper insights grew, and decision-makers sought enhanced data for making informed choices, Moody's embarked on an ambitious three-year initiative to transform and redefine CreditView.

My role was to lead the research, discovery and testing for CV2, to ensure the upgrade would meet user expectations, with a special focus on identifying unmet needs and opportunities for the new platform.

Discovery & testing

MIXED-METHODS MULTI-CHANNEL BEHAVIORAL ANALYSIS

HYPOTHESIS & PERSONA DEVELOPMENT

 BEHAVIORAL DATA ANALYSIS

PATH ANALYSIS

USER INTERVIEWS AND PROTOTYPE TESTING

WALKTHROUGHS, FEEDBACK SESSIONS AND ITERATIVE PROTOTYPE TESTING