This responsive HTML 5 application is used by traders and sales reps on the Morgan Stanley trading floor to capture requests from inbound client calls and manage the workflow from quotes to trades.

User shadowing was key on this project. Each user sits at a desk with 4-8 computer monitors in front of them and they are constantly interacting with multiple disparate apps, talking on phone headsets,  speaking into intercoms and standing up and shouting things back and forth to each other. So the one thing this software needed to do most was fit seamlessly into this high intensity, mega-multitasking, chaotic work environment.

The details of the project and data elements displayed in our samples can not be disclosed for obvious confidentiality reasons.

  • Client: Morgan Stanley
  • ServicesVisioning, User Shadowing, Information Design, Visual Design and Prototyping.
  • Website: Internal app