To comply with my non-disclosure agreement, I have omitted and obfuscated confidential information in this case study. All information in this case study is my own and does not necessarily reflect the views of HSBC HK.

Project Structure

Objectives

Vision Go is a new business community published by a bank that helps entrepreneurs to push out their branding, get business insights and provide a communication platform for B2B and B2C. Its strong portal system also helps to build up the Omi-channel experience among other products or even the Chinese products.

Users & Requirements

Member types

Visitor

Everyone can visit the website to read the content

Member

Everyone can register an account to become a member

Business member

Only a member who owns a business can apply for the business member

Admin

Staffs that has all rights on the platforms to manage all contents

Rights

Requirements

• Provide a platform that members can exchange and share ideas, e.g. Articles, discussions, direct contact, webinar
• A performance tracker that can view data and generate the reports
• Good search engines and keywords system that the product can reach the new customer and the right people
• Recommend relevant information about the latest market trends, e.g. subscript newsletter, discover page
• Build business connections through the Follow system, e.g. writers, experts, topics
• Build a personal collection of favourite reads. User can control their reading experience and discover fresh and relevant content based on their interests, e.g. For you page

• Build up a community of businesses
• Achieve Omni-channel between HSBC products
• Well manage the platform to avoid inappropriate contents
• Keep track of user activities when the exceptional case occurred

Persona

Business member

Platforms

Platform types

It is the main site of Vision Go to display all the content, which is also responsive to mobile. Users can view, comment, join events, interact with each other and get the latest information on it.

It is a portal for business members to manage and publish their content on the main site. They can see the data and feedback of their posts to generate a business report, which can help their decision-making.

It is a portal for admins to manage all the content on the main site. They can have rights to approve and block the content, select features for the main site, track the history, and send content to other HSBC platforms as an Omni-channel experience.

Platforms & Users

Flows

Awards

2021 US CIO 100 Award

https://fastlyssl2.cio.com/cio/detail/103/444964/1

FinTech Awards 2020 — Outstanding Commercial Banking Service

http://fintech.etnet.com.hk/2020/winners.php

Showcase

Reflections

Design system

As one of the designers in this international enterprise, I learnt a lot from its design system and structure. I know that my knowledge is not complete enough to design a product and I am grateful to have a chance to study in this enterprise. It makes me grow from just a student.

Think wider and integrated

In this project, I need to cater for the flows on both three platforms and the responsive version. It was quite a big challenge for me to imagine all the scenarios and exceptional cases it will be caused. The design and system thinking I learnt from this project will be my powerful skill to work on other projects.

Work with different disciplines and cultures

To work on this big project, I am responsible for working with different stakeholders from different countries. For example, the users from Chinese and Hong Kong, the design head office from the UK, the businessman from worldwide, the development team and the local design team from Chinese. I should listen to both parties and revise the design based on their feedback. I fasten my communication skill with different backgrounds people.