Design specifications

Fidelity WealthCentral design specifications

Fidelity WealthCentral is a rich internet application created for Advisors and Broker-Dealers, and we meant it to be the precedent for every other RIA we would design subsequently; hence documenting the design had strong importance. I identified, defined, classified and described all the parts and pieces of the application.

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I kicked off the work with three half-day offsite meetings involving IAs and business stakeholders, and followed by coordinating the team of seven IAs into three standing meetings per week where we would discuss common design problems and decide how we would solve them consistently across the platform.

We also had a war room where we posted all of the fresh designs by their position in the site map, and where the project’s creative director, the style guardian and I would spend a good amount of time per day, comparing them visually and identifying inconsistencies.

Most of the visual specs were provided by our visual designers; I supplied about 10% of them myself. I wrote all of the copy, borrowing the structure of the text from the current online style guide for the rest of the firm, which I had developed in my previous role.

Fidelity WealthCentral specifications, March 2008