Eventus is a software company which offers products that monitor global market data to identify patterns of illegal activity.  tailors their products to Compliance Officers - people who are hired by organizations to ensure they are compliant with trading regulations. Eventus main platform is Validus.

Validus helps compliance officers by using algorithims which detect suspicious behavior, and contextualizes that data for compliance officer review.

The previous dashboard forced users to hunt for important information and offered no sense of priority or progress. We redesigned it to do the opposite: lead users to the right alerts quickly, present data in a way that matches their intuition, and make high-volume work feel approachable through clear visual progress indicators.

Pendo feature usage showed us that users spent the vast majority of their time operating in the bottom-left and upper-right quadrants in the original dashboard. This is where our users go to work their alerts.

An alert is created when the system detects potential manipulation. The bottom-left quadrant groups alerts by manipulation type (“procedures”), and the upper-right quadrant shows the individual alerts within the selected procedure.

I mapped the typical Compliance Officer workflow against click-rate data to identify wasted space in the interface. Surprisingly, the Market Overview page—the first page users see—was almost always skipped, making the Alert Overview page the de facto dashboard. This CTR map now guides how I structure the navigation for the solution.

With usage data enlightening us on what pages to prioritize, I looked at our qualitative research to guide how we should design those pages. I leveraged our Jobs-to-be-done user interviews to get an understanding of what Compliance Officers feel during the each step of their total job.

Our research found that any compliance officers job - agnostic of any particular tool - can be categorized in 5 distinct phases: 

Design (Deisgning the algorithims to catch what they're looking for),
Investigate (Filtering through false positives),
Evaluate (Proving if positive hits are malicious),
Respond (Raising to organizations & financial regulatory institutions),
Educate (Advising members of organization how to avoid such activity)

Validus is directly involved in the first 3 steps in the Compliance Officer's job. So, I looked at how they felt during these stages and found that the core issues they felt are: 

1. Fear of missing crucial information
2. Dread of high-volume workflows