Redesigning the Engage risk profile report

Start from what we knew. I began with the findings from the design sprint with Red Badger.

Create samples. I used Figma to create samples of the new report. I built them with a shared set of text styles and a reusable table.

Test internally. I tested the samples with our insights team and with compliance. I wanted to check that the report covered everything it needs to for regulatory reasons.

Test with end users. I then took the samples to advisers and recorded their response in Miro, page by page. I marked what they liked and disliked, then grouped the feedback into themes. These included presentation, purpose, projections, capacity for loss and Word versus PDF. Some said the look was childish or the charts were not in HD. Others said they wanted to be proud of the output.

Simplify. Simplification mattered most. If presentation and guidance improved, advisers said they would likely share the report with clients. So the front of the report became a quick fact sheet for the client. The risk level page shows the questionnaire result next to the agreed risk level, with a plain-language definition. I moved complex detail and justification into appendices. It is out of the way, but still in the document.

Support branding. Some advisers asked for white-labelling with their own branding. I reserved a space for their logo in the header of the cover page. For now the report must stay Defaqto branded.

Refine and hand off. I built the feedback into the designs, including HD charts and fewer pages. I then marked the designs ready for dev in Figma and handed them to the developers.