Streamlining Insights Across Investments

A single source of truth for the investment company’s knowledge about interactions with companies, investment history with context, investment data, and expert identification.

Knowledge Management


A tool that centralizes investment knowledge in the effort of avoiding duplicate efforts, like duplicate contact with clients, duplication of research and analysis of investment data, saving time, money, and maintaining the integrity of the brand.

Business Problem

Mubadala, a sovereign wealth fund owned by the Government of Abu Dhabi. They sought a comprehensive solution to consolidate information from various sources including CRMs, team collaboration tools, and databases. Employees needed access to past interactions with companies, investment history with context, and expert identification.

Need to know contact history

Platform CEOs need to know all previous contact history, and what resulted from that contact to avoid duplicating of contact and to preserve the Mubadala brand.

Need to know decision history

  • Platform CEOs need to know the context behind buy/sell decisions, both in the past and currently, when viewing deal history to learn from mistakes and preserve knowledge when a deal is terminated or deprioritized.

Need access to market data

  • Platform Strategists need to find market data in an easier way to propose better deals. Today it’s done in a very fragmented way by checking each source one by one separately instead of a consolidated list.

Contact

email@domain.com

000-000-000


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Design Process

We conducted extensive research and held design review sessions with users and stakeholders to understand requirements. Deliverables included user flows, wireframes, visual designs, and research content.


Outcomes

Our efforts resulted in an efficient internal knowledge base meeting Mubadala’s needs. Employees gained access to critical information, improving decision-making. Enhanced collaboration and data integration capabilities minimized duplication of efforts, enhancing productivity.

Empathize

Reviewed requirements, stakeholder meetings, and previously attempted solutions.

Define

  • Established design scenarios that capture exactly the problem to solve for each persona.


Document & Ideate

  • Created personas and user flows based on existing research and work to date.

Competitor Research

Researched similar apps – what do they do well/not, ideas for search and browse.

Design

Created low fidelity wireframes to communicate vision and ideas.

Prototype

  • Created workable prototypes based on the users’ needs and documented use cases.


Validate

  • Usability testing to gather feedback and iterate on designs.

Visual Designs

We incorporated the brand styles into the wireframes and produced the final visual designs for stakeholder communication and development build.

Personas

Goals

Generate sustainable financial returns for Mubadala’s shareholder, (Abu Dhabi government)


Develop world-class talent in a value-driven, resilient corporate culture that inspires their employees to succeed


Manage specific Platform operations and make major decisions affecting it's investment decisions


Execute the Board of Directors’ long-term strategic objectives


Make sure funds are invested in accordance with policies, procedures strategy and allocation plan

Frustrations

Limited standardization of Investment Committee proposals across platforms


No central filing system that can be leveraged to find information on something at the organization level (i.e., all deals with IBM)


The context behind buy/sell decisions, both in the past and currently, is not well-known

Awards

  • It’s Nice That
  • AIGA
  • Fonts In Use
  • The Dieline

Contact

email@domain.com

000-000-000


— Instagram

— Twitter

— Facebook



Amir is constantly looking for ways to share knowledge to help his teams make better decisions. He wants to continue to make informed investments for Mubadala, but at a bigger scale. He gets frustrated when he finds out information that could have been helpful for him in retrospect.



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Information Architecture

Wireframes

We wireframe to ensure we are satisfying the user and business needs before investing time in perfecting the styles, allowing for quicker iterations.

Final Designs

After usability testing and refinements, we designed the final mockups to be used for company collateral and for development.

Landing Screen

Search Results | Artifacts

Investment Detail

Partner Profile

External Contact Profile