{"id":22805,"date":"2019-02-13T21:03:35","date_gmt":"2019-02-13T21:03:35","guid":{"rendered":"https:\/\/motivate-research.com\/?post_type=project&#038;p=22805"},"modified":"2019-03-07T16:47:30","modified_gmt":"2019-03-07T16:47:30","slug":"advisor-engine-case-story","status":"publish","type":"project","link":"https:\/\/motivate-research.com\/project\/advisor-engine-case-story\/","title":{"rendered":"Advisor Engine: UX Design Support and Execution in a Fast-Moving Industry"},"content":{"rendered":"<p>[et_pb_section bb_built=&#8221;1&#8243; admin_label=&#8221;Company logo&#8221; _builder_version=&#8221;3.19.12&#8243; custom_padding=&#8221;100px||50px|&#8221; next_background_color=&#8221;#ffffff&#8221; background_image=&#8221;https:\/\/motivate-research.com\/wp-content\/uploads\/2019\/02\/CaseStory_Banner_AC.jpg&#8221;][et_pb_row _builder_version=&#8221;3.19.12&#8243; use_custom_width=&#8221;on&#8221; custom_width_percent=&#8221;90%&#8221; custom_width_px=&#8221;1171px&#8221;][et_pb_column type=&#8221;3_4&#8243;][et_pb_image _builder_version=&#8221;3.19.12&#8243; src=&#8221;https:\/\/motivate-research.com\/wp-content\/uploads\/2019\/02\/engine.png&#8221; custom_css_main_element=&#8221;max-width:150px;&#8221; always_center_on_mobile=&#8221;off&#8221; \/][et_pb_text admin_label=&#8221;Company Tagline&#8221; _builder_version=&#8221;3.19.12&#8243; header_3_font=&#8221;|700|||||||&#8221; header_font=&#8221;|700|||||||&#8221; header_font_size=&#8221;90px&#8221; header_3_font_size=&#8221;66px&#8221; background_layout=&#8221;dark&#8221; header_3_font_size_phone=&#8221;30px&#8221; header_3_font_size_last_edited=&#8221;on|phone&#8221; header_3_line_height=&#8221;1.5em&#8221;]<\/p>\n<h3>UX Design Support and Execution in a Fast-Moving Industry<\/h3>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_4&#8243;][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section bb_built=&#8221;1&#8243; fullwidth=&#8221;off&#8221; specialty=&#8221;off&#8221; prev_background_color=&#8221;#000000&#8243; next_background_color=&#8221;#000000&#8243;][et_pb_row _builder_version=&#8221;3.19.12&#8243; use_custom_width=&#8221;on&#8221; custom_width_percent=&#8221;90%&#8221; custom_width_px=&#8221;1171px&#8221;][et_pb_column type=&#8221;1_3&#8243;][et_pb_text admin_label=&#8221;The Challenge&#8221; _builder_version=&#8221;3.19.12&#8243; header_3_font=&#8221;|700||on|||||&#8221; header_font=&#8221;|700|||||||&#8221; header_font_size=&#8221;90px&#8221;]<\/p>\n<h3>The Challenge<\/h3>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;2_3&#8243;][et_pb_text _builder_version=&#8221;3.19.12&#8243;]<\/p>\n<p><i>\u2018Give us skilled, adaptable design talent that can help us iteratively launch and improve upon our digital advisor platform.\u2019<\/i><\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;3.19.12&#8243; use_custom_width=&#8221;on&#8221; custom_width_percent=&#8221;90%&#8221; custom_width_px=&#8221;1171px&#8221;][et_pb_column type=&#8221;1_3&#8243;][et_pb_text admin_label=&#8221;The Reframe&#8221; _builder_version=&#8221;3.19.12&#8243; header_3_font=&#8221;|700||on|||||&#8221; header_font=&#8221;|700|||||||&#8221; header_font_size=&#8221;90px&#8221;]<\/p>\n<h3>The Reframe<\/h3>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;2_3&#8243;][et_pb_text _builder_version=&#8221;3.19.12&#8243;]<\/p>\n<p>How might we offer AE on the ground design capabilities while helping them see big picture experience considerations?<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;3.19.12&#8243; use_custom_width=&#8221;on&#8221; custom_width_percent=&#8221;90%&#8221; custom_width_px=&#8221;1171px&#8221;][et_pb_column type=&#8221;1_3&#8243;][et_pb_text admin_label=&#8221;Our Approach&#8221; _builder_version=&#8221;3.19.12&#8243; header_3_font=&#8221;|700||on|||||&#8221; header_font=&#8221;|700|||||||&#8221; header_font_size=&#8221;90px&#8221;]<\/p>\n<h3>Our Approach<\/h3>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;2_3&#8243;][et_pb_text _builder_version=&#8221;3.19.12&#8243;]<\/p>\n<p><b>Assess Advisor Engine\u2019s core needs and provide a \u2018Squad\u2019 model of staffing <\/b>making available skilled visual UI designers coupled with UX product strategists.<\/p>\n<p><b>Understand, conceptualize, design, develop and iterate <\/b>key UI screens for the Advisor Engine product platform ranging from client onboarding through to dashboard interactions and data visualization reporting.<\/p>\n<p><b>Scope and advise on ongoing resource needs <\/b>based on Advisor Engine\u2019s evolving business model in a highly-competitive fintech industry.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section bb_built=&#8221;1&#8243; fullwidth=&#8221;on&#8221; specialty=&#8221;off&#8221; prev_background_color=&#8221;#000000&#8243; next_background_color=&#8221;#000000&#8243;][et_pb_fullwidth_image _builder_version=&#8221;3.19.12&#8243; src=&#8221;https:\/\/motivate-research.com\/wp-content\/uploads\/2019\/02\/finance-case-story-02.jpg&#8221; \/][\/et_pb_section][et_pb_section bb_built=&#8221;1&#8243; fullwidth=&#8221;off&#8221; specialty=&#8221;off&#8221; prev_background_color=&#8221;#000000&#8243; next_background_color=&#8221;#000000&#8243;][et_pb_row _builder_version=&#8221;3.19.12&#8243; use_custom_width=&#8221;on&#8221; custom_width_percent=&#8221;90%&#8221; custom_width_px=&#8221;1171px&#8221;][et_pb_column type=&#8221;1_3&#8243;][et_pb_text admin_label=&#8221;Our Methods&#8221; _builder_version=&#8221;3.19.12&#8243; header_3_font=&#8221;|700||on|||||&#8221; header_font=&#8221;|700|||||||&#8221; header_font_size=&#8221;90px&#8221;]<\/p>\n<h3>Our Methods<\/h3>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;2_3&#8243;][et_pb_text _builder_version=&#8221;3.19.12&#8243;]<\/p>\n<ul>\n<li>UX Squads Staffing<\/li>\n<li>UX Strategy<\/li>\n<li>UX\/UI Design Sprints &amp; Prototyping<\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;3.19.12&#8243; use_custom_width=&#8221;on&#8221; custom_width_percent=&#8221;90%&#8221; custom_width_px=&#8221;1171px&#8221;][et_pb_column type=&#8221;1_3&#8243;][et_pb_text admin_label=&#8221;The Results&#8221; _builder_version=&#8221;3.19.12&#8243; header_3_font=&#8221;|700||on|||||&#8221; header_font=&#8221;|700|||||||&#8221; header_font_size=&#8221;90px&#8221;]<\/p>\n<h3>The Results<\/h3>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;2_3&#8243;][et_pb_text _builder_version=&#8221;3.19.12&#8243;]<\/p>\n<ul>\n<li><b>Timely on the ground UX talent vetted by Motivate <\/b>capable of working rapidly and iteratively meeting aggressive sprint development-based project plans.<\/li>\n<li><b>Scalable visual and interactive UX \/ UI standards <br \/><\/b>allowing for a common language between product managers, designers and development teams.<\/li>\n<li><b>Actively-managed UX support <\/b>leveraged for key initiatives with an equal focus on project goals, timelines and budgets.<\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section bb_built=&#8221;1&#8243; fullwidth=&#8221;on&#8221; specialty=&#8221;off&#8221; prev_background_color=&#8221;#000000&#8243; next_background_color=&#8221;#ff490c&#8221;][et_pb_fullwidth_image _builder_version=&#8221;3.19.12&#8243; src=&#8221;https:\/\/motivate-research.com\/wp-content\/uploads\/2019\/02\/Advisor-Mockups-.jpg&#8221; \/][\/et_pb_section][et_pb_section bb_built=&#8221;1&#8243; specialty=&#8221;off&#8221; next_background_color=&#8221;#84c6bc&#8221; _builder_version=&#8221;3.19.12&#8243; custom_padding=&#8221;0px||0px|&#8221; background_color=&#8221;#ff490c&#8221; global_module=&#8221;23053&#8243; prev_background_color=&#8221;#ffffff&#8221;][et_pb_row global_parent=&#8221;23053&#8243; _builder_version=&#8221;3.19.12&#8243;][et_pb_column type=&#8221;4_4&#8243;][et_pb_post_nav global_parent=&#8221;23053&#8243; _builder_version=&#8221;3.19.12&#8243; prev_text=&#8221;Previous Case Story&#8221; next_text=&#8221;Next Case Story&#8221; in_same_term=&#8221;off&#8221; title_font=&#8221;Montserrat|600|||||||&#8221; title_text_color=&#8221;#ffffff&#8221; custom_margin=&#8221;0px|||&#8221; \/][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section bb_built=&#8221;1&#8243; _builder_version=&#8221;3.19.12&#8243; background_color=&#8221;#84c6bc&#8221; custom_padding=&#8221;40px||40px|&#8221; prev_background_color=&#8221;#ff490c&#8221; next_background_color=&#8221;#000000&#8243; global_module=&#8221;22846&#8243;][et_pb_row global_parent=&#8221;22846&#8243; _builder_version=&#8221;3.0.47&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221;][et_pb_column type=&#8221;4_4&#8243;][et_pb_text admin_label=&#8221;Ready to Collaborate?&#8221; global_parent=&#8221;22846&#8243; _builder_version=&#8221;3.19.12&#8243; text_font_size_last_edited=&#8221;on|desktop&#8221; header_font=&#8221;|700|||||||&#8221; header_text_align=&#8221;center&#8221; header_font_size=&#8221;50px&#8221; background_layout=&#8221;dark&#8221;]<\/p>\n<h2 style=\"text-align: center;\"><span style=\"font-size: xx-large;\"><strong>Ready to Collaborate?<\/strong><\/span><\/h2>\n<p>[\/et_pb_text][et_pb_button global_parent=&#8221;22846&#8243; button_url=&#8221;\/contact\/&#8221; button_text=&#8221;Connect&#8221; button_alignment=&#8221;center&#8221; _builder_version=&#8221;3.19.12&#8243; custom_button=&#8221;on&#8221; button_text_size=&#8221;18px&#8221; button_border_width=&#8221;1&#8243; button_border_color=&#8221;#ffffff&#8221; button_border_radius=&#8221;0&#8243; button_font=&#8221;Montserrat|500||on|||||&#8221; button_text_size_last_edited=&#8221;on|desktop&#8221; background_layout=&#8221;dark&#8221; custom_padding=&#8221;0px||0px|&#8221; custom_margin=&#8221;-16px||-2px&#8221; \/][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section bb_built=&#8221;1&#8243; _builder_version=&#8221;3.19.12&#8243; background_color=&#8221;#000000&#8243; custom_padding=&#8221;||0px|&#8221; prev_background_color=&#8221;#84c6bc&#8221; global_module=&#8221;22660&#8243;][et_pb_row global_parent=&#8221;22660&#8243; use_custom_width=&#8221;on&#8221; module_class_2=&#8221;footmenu20&#8243; _builder_version=&#8221;3.19.12&#8243; custom_width_px=&#8221;1171px&#8221;][et_pb_column type=&#8221;1_2&#8243;][et_pb_image global_parent=&#8221;22660&#8243; src=&#8221;https:\/\/motivate-research.com\/wp-content\/uploads\/2019\/02\/Motivate-Logo-Website.png&#8221; _builder_version=&#8221;3.19.12&#8243; module_alignment=&#8221;left&#8221; custom_margin=&#8221;-20px||&#8221; module_class=&#8221;kipper&#8221; \/][et_pb_code global_parent=&#8221;22660&#8243; module_class=&#8221;feetdontfail&#8221; _builder_version=&#8221;3.19.12&#8243;]<\/p>\n<table><!-- [et_pb_line_break_holder] --><\/p>\n<tbody>\n<tr><!-- [et_pb_line_break_holder] --><\/p>\n<td><a href=\"\/services\/\">Services<\/a><\/td>\n<p><!-- [et_pb_line_break_holder] --><\/p>\n<td><a href=\"\/insider-insight\/\">Insider Insight\u2122<\/a><\/td>\n<p><!-- [et_pb_line_break_holder] --><\/tr>\n<p><!-- [et_pb_line_break_holder] --><\/p>\n<tr><!-- [et_pb_line_break_holder] --><\/p>\n<td><a href=\"\/case-stories\/\">Clients<\/a><\/td>\n<p><!-- [et_pb_line_break_holder] --><\/p>\n<td><a href=\"\/we-are-insiders\/\">Insider Collective<\/a><\/td>\n<p><!-- [et_pb_line_break_holder] --><\/tr>\n<p><!-- [et_pb_line_break_holder] --><\/p>\n<tr><!-- [et_pb_line_break_holder] --><\/p>\n<td><a href=\"\/people-culture\/\">People + Culture<\/a><\/td>\n<p><!-- [et_pb_line_break_holder] --><\/p>\n<td><a href=\"\/2-week-sprint\/\">2-Week Sprint<\/a><\/td>\n<p><!-- [et_pb_line_break_holder] --><\/tr>\n<p><!-- [et_pb_line_break_holder] --><\/p>\n<tr><!-- [et_pb_line_break_holder] --><\/p>\n<td><a href=\"\/youx\/\">YouX\u2122<\/a><\/td>\n<p><!-- [et_pb_line_break_holder] --><\/p>\n<td><a href=\"https:\/\/uxhires.com\/\">UX Hires<\/a><\/td>\n<p><!-- [et_pb_line_break_holder] --><\/tr>\n<p><!-- [et_pb_line_break_holder] --><\/p>\n<tr><!-- [et_pb_line_break_holder] --><\/p>\n<td><a href=\"\/contact\/\">Connect<\/a><\/td>\n<p><!-- [et_pb_line_break_holder] --><\/p>\n<td><a href=\"\/thing-about-swings\/\">The Thing About Swings<\/a><\/td>\n<p><!-- [et_pb_line_break_holder] --><\/tr>\n<p><!-- [et_pb_line_break_holder] --><\/tbody>\n<\/table>\n<p>[\/et_pb_code][\/et_pb_column][et_pb_column type=&#8221;1_4&#8243;][et_pb_signup global_parent=&#8221;22660&#8243; provider=&#8221;hubspot&#8221; hubspot_list=&#8221;Motivate Signup|271&#8243; name_field=&#8221;on&#8221; success_message=&#8221;Thanks! We&#8217;ll be in touch.&#8221; title=&#8221;Subscribe to YouX\u2122&#8221; button_text=&#8221;Submit&#8221; form_field_background_color=&#8221;rgba(206,206,206,0)&#8221; form_field_text_color=&#8221;#ffffff&#8221; focus_text_color=&#8221;#ffffff&#8221; _builder_version=&#8221;3.19.12&#8243; header_font=&#8221;|||on|||||&#8221; header_font_size=&#8221;20&#8243; background_color=&#8221;rgba(126,190,197,0)&#8221; border_color_all=&#8221;#ffffff&#8221; border_radii_fields=&#8221;on|0px|0px|0px|0px&#8221; border_width_bottom_fields=&#8221;1px&#8221; border_color_bottom_fields=&#8221;#ffffff&#8221; custom_button=&#8221;on&#8221; button_text_size=&#8221;15px&#8221; button_border_width=&#8221;1&#8243; button_border_color=&#8221;#ffffff&#8221; button_border_radius=&#8221;0px&#8221; button_font=&#8221;Montserrat|||on|||||&#8221; custom_padding=&#8221;0px|0px|0px|0px&#8221; activecampaign_list=&#8221;|none&#8221; aweber_list=&#8221;|none&#8221; campaign_monitor_list=&#8221;|none&#8221; constant_contact_list=&#8221;|none&#8221; convertkit_list=&#8221;|none&#8221; emma_list=&#8221;|none&#8221; feedblitz_list=&#8221;|none&#8221; getresponse_list=&#8221;|none&#8221; icontact_list=&#8221;|none&#8221; infusionsoft_list=&#8221;|none&#8221; madmimi_list=&#8221;|none&#8221; mailchimp_list=&#8221;|none&#8221; mailerlite_list=&#8221;|none&#8221; mailpoet_list=&#8221;|none&#8221; mailster_list=&#8221;|none&#8221; ontraport_list=&#8221;|none&#8221; salesforce_list=&#8221;|none&#8221; sendinblue_list=&#8221;|none&#8221; custom_margin=&#8221;-20px|||&#8221; custom_margin_last_edited=&#8221;on|desktop&#8221; \/][\/et_pb_column][et_pb_column type=&#8221;1_4&#8243;][et_pb_text global_parent=&#8221;22660&#8243; _builder_version=&#8221;3.19.12&#8243; header_3_font=&#8221;|700||on|||||&#8221; background_layout=&#8221;dark&#8221; custom_margin_phone=&#8221;20px|||&#8221; custom_margin_last_edited=&#8221;on|desktop&#8221; custom_margin=&#8221;-20px|||&#8221;]<\/p>\n<h3 style=\"padding-bottom: 30px;\">Contact<\/h3>\n<p>111 John Street, Suite 450<br \/>New York, NY 10038<\/p>\n<p>hello@motivatedesign.com<\/p>\n<p>646.400.5108<\/p>\n<\/p>\n<p>[\/et_pb_text][et_pb_social_media_follow global_parent=&#8221;22660&#8243; _builder_version=&#8221;3.19.12&#8243; text_orientation=&#8221;left&#8221;][et_pb_social_media_follow_network social_network=&#8221;facebook&#8221; url=&#8221;https:\/\/www.facebook.com\/MotivateDesign\/&#8221; _builder_version=&#8221;3.19.12&#8243; background_color=&#8221;#000000&#8243; follow_button=&#8221;off&#8221; url_new_window=&#8221;on&#8221;]<\/p>\n<p>Facebook<\/p>\n<p>[\/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network=&#8221;instagram&#8221; url=&#8221;https:\/\/www.instagram.com\/motivatedesign\/&#8221; _builder_version=&#8221;3.19.12&#8243; background_color=&#8221;#000000&#8243; follow_button=&#8221;off&#8221; url_new_window=&#8221;on&#8221;]<\/p>\n<p>Instagram<\/p>\n<p>[\/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network=&#8221;linkedin&#8221; url=&#8221;https:\/\/www.linkedin.com\/company\/motivate-design&#8221; _builder_version=&#8221;3.19.12&#8243; background_color=&#8221;#000000&#8243; follow_button=&#8221;off&#8221; url_new_window=&#8221;on&#8221;]<\/p>\n<p>LinkedIn<\/p>\n<p>[\/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network=&#8221;twitter&#8221; url=&#8221;https:\/\/twitter.com\/Motivate_Design?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor&#8221; _builder_version=&#8221;3.19.12&#8243; background_color=&#8221;#0c0000&#8243; follow_button=&#8221;off&#8221; url_new_window=&#8221;on&#8221;]<\/p>\n<p>Twitter<\/p>\n<p>[\/et_pb_social_media_follow_network][\/et_pb_social_media_follow][\/et_pb_column][\/et_pb_row][et_pb_row global_parent=&#8221;22660&#8243; use_custom_width=&#8221;on&#8221; _builder_version=&#8221;3.19.12&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; custom_width_px=&#8221;1171px&#8221;][et_pb_column type=&#8221;1_2&#8243;][et_pb_text global_parent=&#8221;22660&#8243; _builder_version=&#8221;3.19.12&#8243; text_font_size=&#8221;10px&#8221; background_layout=&#8221;dark&#8221;]<\/p>\n<p>\u00a9 2019 Motivate. All rights reserved<\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_4&#8243;][\/et_pb_column][et_pb_column type=&#8221;1_4&#8243;][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>UX Design Support and Execution in a Fast-Moving Industry The Challenge \u2018Give us skilled, adaptable design talent that can help us iteratively launch and improve upon our digital advisor platform.\u2019 The Reframe How might we offer AE on the ground design capabilities while helping them see big picture experience considerations? Our Approach Assess Advisor Engine\u2019s [&hellip;]<\/p>\n","protected":false},"author":8,"featured_media":22876,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":""},"project_category":[3,95],"project_tag":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v16.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Advisor Engine: UX Design Support and Execution in a Fast-Moving Industry - Motivate Design<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/motivate-research.com\/project\/advisor-engine-case-story\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Advisor Engine: UX Design Support and Execution in a Fast-Moving Industry - Motivate Design\" \/>\n<meta property=\"og:description\" content=\"UX Design Support and Execution in a Fast-Moving Industry The Challenge \u2018Give us skilled, adaptable design talent that can help us iteratively launch and improve upon our digital advisor platform.\u2019 The Reframe How might we offer AE on the ground design capabilities while helping them see big picture experience considerations? 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