Morgan
A virtual assistant mobile application specifically tailored for the MS employee user experience for a more organized and human-centric MS employee workday.
This project presents an approach to solving problems faced during a user’s task management and schedule coordination experience to focus on building connections and exceptional client service.
CLIENT
Morgan Stanley
Case Competition Finalist
ROLE
Product Designer
(team of 5)
TIME
Spring 2020 / 2 months
TOOLS
Figma, Photoshop
Context
As a big company with a long history, Morgan Stanley has many employees with diverse backgrounds of different generations. This is a great environment to collaborate and learn from each other’s differences, yet also brings a challenge to make sure that employees are happy and supported at work. As a result, Morgan Stanley wants to explore solutions to maintain and improve employee satisfaction and productivity, as well as capture data and measure the success of these initiatives.
Research
MS provided us with internal user research focusing on 3 divisions of the company. Discussions were centered around 5 topics and how each division prioritized these areas – commute/travel, communication, collaboration, information management, and flexible working/ mobility.
We went beyond what the user research suggested at face value and built empathy with the MS employee. Through this step, we were able to successfully understand the needs of the MS employee to generate insights and potential opportunity areas. There were 4 big themes based on the pain points that we collected from the interviews and research.
Key Findings
From the 4 key themes, we were able to identify the most common areas that MS employees want to improve for a better working experience.
Morgan Stanley employees…
are relationship-driven and seek collaboration.
value efficiency through task management and schedule coordination.
crave connections and have a sense of community.
require support to navigate the resources and tools available.
Problem Statement
How might we leverage data and technology to build organic connections and community?
Solution
Morgan eliminates administrative pain points allowing employees to be more time-efficient, focusing on building connections and exceptional client service.
Key Features and Capabilities
Morgan uses predictive analytics and machine learning to better understand the needs of the user & customize to their preferences. This results in a more personalized and tailored experience for each employee at Morgan Stanley. Morgan not only alleviates administrative burdens but also encourages employees to meet their personal and professional goals. This is a highly emotional aspect to Morgan despite being virtual in nature.
Personas
Meet Willa and Mateo who work together in Morgan’s Global Capital Markets team.
Design
Willa and Mateo represent the MS employees who value efficiency, organization, and human connections. While both Willa and Mateo are on the same team, it’s important to note some traits that distinguish the type of workday both of them experience. With Morgan, Willa and Mateo will be able to fulfill their needs which range from finding the right technical support to balancing their professional life with their personal life.
Prototype Walk-through
Prototype
Measuring Success
Before launch, we will acquire baseline benchmarking data which will allow us to track app usage and any changes in behavior that occur as a result of integrating Morgan into your daily life. With an aggressive timeline of 3 months after launch, we are hoping to follow a clear measurement plan that will allow us to track progress toward these key results
