Investment weighting calculator
Product
Interactive widget
Role
Lead Designer
Tools
Figma, Excel, Miro
Timeline
November 2023
Overview
In September 2022, the New Zealand migrant visa was replaced with Active Investor Plus - where investments are weighted according to type and class.
Currently, the weighting rules are communicated in a text heavy manner and housed on multiple web pages across two entities. The assumption is that potential investors and their advisers may find the information repetitive and overwhelming.
Working closely with a BA, we proactively explored a more visual and interactive communication of the investment weighting information. After presenting to the business and getting buy in, we proceeded to build out the widget, got it featured on the marketing website and used in social media campaigns.
Outputs
Requirements and analysis gathering alongside project BA
Design explorations iterating off an initial Excel version
Ran squad scoping and sizing workshops for developers
Presentation of designs to product delivery team and business stakeholders
Design refinement and developer handover documentation of finalised designs
Stakeholder testing in Dev and subsequent rapid design updates for Prod
Impact
🎯 Increased monthly unique page views by 30% on average for marketing pages that featured the calculator.
🎯 Building trust with internal stakeholders. The investment calculator was the first digital squad initiated product idea that was successfully approved by the Investment Lead Team. It’s execution and success built trust with these stakeholders and mobilised the digital team for future product initiatives.
“This calculator is brilliant! A fantastic tool to help explain the AIP investment requirements to a prospect!”
- Immigration adviser (Pilot test group)
Project Reflections
Simplifying complexity with design and technology. A productive exercise in utilising design and technology to transform overwhelming information into an engaging and easy to understand format
Knowing which design battles to fight for. During development, the ability to replicate an internal shadow in a donut diagram was deemed impossible with the out-of-the-box framework selected by the developers. After identifying that a suitable alternative could still serve the fundamental purpose of the original design intent, I decided to work with the constraints rather than fighting for exact replication. It was a good reminder to explicitly identify ‘tricky’ UI qualities during a scoping and sizing workshop.