Senior Product Designer
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Mobile App

Mobile App

 

companies Dossier

Dossiers are interactive and always stay current with real-time data, ensuring your presentations on a company never go stale. We've also made it easier for you to quickly run an analysis on the charts within the Dossier with a feature called CBI Narrative.  CBI Narrative is a feature that analyzes a chart’s data and offers insightful narratives on trends the chart is displaying.  This will help give you a head start in your analysis by automatically creating bullets of descriptions for you to use. I was tasked to design Dossier on our Mobile App where users can view and download PDF on company data on the go.

What we delivered

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Collections on Mobile

What can’t we do on Mobile Collections?

  1. There is a lot of functionality in Collections on the web platform that can’t be done on Mobile yet so we took initiatives in order to do the following:

    1. View your Collections that you created on the web platform or Expert Collections

    2. Add companies/investors into your Collections from Profiles, Top Search, and Expert Collections

    3. Easily add any company/investor or custom company into your collection from the new PLUS button

    4. Edit any editable column

    5. See all details of a row

Editing a Column

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