Sean Patrick Coon

Case studyInter-American Development BankDevelopment finance

Making the IDB’s work across Latin America easy to find and explore

The Inter-American Development Bank finances projects across Latin America and the Caribbean, and its website held decades of data about them, in progress or finished. The data was there, but it wasn’t an experience. As the only UX designer on Studio Analogous’s team, I worked across two years and three launches: a rebranded iadb.org organized around projects, countries, and sectors; Mapamericas, which put every project in context on a map; and a portal that made the bank’s courses easy to find.

Client
Inter-American Development Bank, Washington, D.C.
Studio
Studio Analogous, led by Fanny Krivoy and Josh Goldberg
My role
Staff UX designer, the only UX designer on the engagement
When
2014 to 2015
Team
Visual designers Isabella and Alejandra

Results

After launch

  1. 300%increase in project traffic
  2. 200%growth in mobile usage
  3. 3launches: the redesigned site, Mapamericas, and the courses portal

Traffic and mobile figures as reported by Studio Analogous.

The client

The IDB is the World Bank of Latin America: it finances projects, shapes policy, and produces research across the region. Its website served everyone who touched that work, from ministry staff and executing agencies to contractors bidding on projects, companies seeking financing, investors, journalists, and the bank’s own country representatives.

Each of them came with a different job to do, in a different country, often in a different language.

The problem

The bank’s work was on the site, but hard to see. The issues that mattered most:

  • Projects were recordsData on projects in progress or finished, with no way to explore it
  • The homepage told the wrong storyIt led with people and country videos, not the projects behind them
  • Doing business was buriedProcurement and financing paths were hard to find for the people who needed them most
  • Expertise was hiddenResearch and publications didn’t establish the bank as a knowledge leader
  • Too many audiences for one personaA ministry staffer, a mining executive, and a reporter all needed different things
  • Courses were hard to reachPeople struggled to find courses, to enroll, or even to know they existed

What I did

My strategy was to put the bank’s projects at the center: the proof of the brand, the backbone of navigation, and something anyone could explore in context, wherever they entered the site.

In practice, that meant:

  • Model expectations across a region. Fit the research model to an audience too broad for one primary persona.
  • Navigate by projects, countries, and sectors. Rebuild the site’s structure around the bank’s work.
  • Give every country and sector a front door. Templates that lead with projects, results, and opportunities.
  • Put the map inside every page. Start from how the bank used project data, and turn a destination into context.
  • Make courses findable. Give the bank’s learning offerings clear paths to discovery and registration.

I was the only UX designer on the engagement, working full time from Greensboro with regular trips to Washington and New York. I did the research synthesis, information architecture, interaction design, and design strategy. Visual designers Isabella and Alejandra brought the wireframes to life, and Fanny Krivoy and Josh Goldberg led the engagement for Studio Analogous.

Track one

Rebuilding iadb.org

From research to a site map and templates, 2014.

Model expectations across a region

The research came from interview records a previous firm had run, along with information about the roles that engaged with the bank. The question was how to model it. The IDB served people across South and Central America, from government workers to educators to business owners, and their jobs to be done were too diverse to narrow into product-specific primary personas.

So I modeled persona expectations, a format consistent with Alan Cooper’s Goal-Directed Design. For each role, it captured three things: general expectations, in the person’s own words; behavioral expectations of the site; and the influences behind them. Humberto, a staffer at Chile’s Ministry of Education, needed reporting on education projects for his boss. Mauricio, a construction CEO, needed bidding opportunities across the three countries where his company could operate. Margarita, an IDB representative in El Salvador, worked in the field and needed to update her country’s pages quickly. Secondary roles included a fund manager weighing IDB bonds and a reporter on deadline.

A persona expectations chart listing five primary roles, each with a portrait, a quote, general expectations, behavioral expectations, and expectation influences.
ArtifactPersona expectations for the primary roles, from ministry staff to a mining company and the bank’s own country representative.

Navigate by projects, countries, and sectors

The navigation strategy rebranded the site around the bank’s work. A search across all content, with facets for each content type, sat at the top. The global navigation narrowed to About us, Projects, Countries, Sectors, Research, and Publications. The homepage replaced its people and country videos with a project-focused module, such as “In Honduras, we’re improving health services,” linked to the project’s results. Modules for experts’ voices and regional knowledge established the bank’s credentials, and a fat footer made paths for doing business with the bank plain.

Each homepage module was mapped to the persona expectations it served, so every element had someone it was for.

The homepage strategy: five bands for the header and navigation, a project-focused module, social media, regional knowledge, and a fat footer, each showing the portraits of the personas it served.
ArtifactThe homepage strategy, February 2014: each module, and the personas it served.
The IDB site map: global navigation across About us, Projects, Countries, Sectors, Research, and Publications, with project search, procurement, country and sector overviews, and task flows highlighted.
ArtifactThe site map, April 2014, with task flows for finding projects, results, and documents.
The launched IDB homepage: a full-width featured project, Cultural heritage, new growth engine for Chile, linking to project details, above three groups of links for governments and donors, for business, and for researchers and media.
LaunchedThe homepage as it went live: a featured project up top, and paths for governments and donors, business, and researchers and media. Captured by the Internet Archive, May 2016.

Give every country and sector a front door

Country and sector pages became templates that led with the bank’s work. A country page opened with the IDB’s strategy and representation there and its projects at a glance, then results linked to the map, country data, loans by sector, and the people to contact. A procurement call-out took bidders straight to every project open for procurement in that country. Sector pages showed the sector’s current projects on a map, and listed the bank’s internal experts with a strong relationship to the sector.

The data views worked the same way. Projects by country could be toggled across historical, five-year, and one-year views, and financing broken down by subsector. Every slice clicked through to project search results, with procurement opportunities at the top.

The launched Nicaragua country page: a hero with links to Mapamericas and procurement opportunities, an overview, results, and the IDB team on the ground, with tabs for overview, strategy and office, and projects at a glance. The launched education sector page: a hero with links to see it on the map, the bank’s vision and current focus areas, related resources, and tabs for overview, sector framework, and projects at a glance.
LaunchedThe country and sector templates as they went live, each linking to the map, and the country page to procurement opportunities. Captured by the Internet Archive, March and May 2016.
A country home page wireframe with functional annotations: strategy and representation, projects at a glance, a procurement call-out, results, overview, data, loans by sector, contacts, news, events, and blogs.
ArtifactThe country template, with functional annotations.
A donut chart of sector projects by country, with a total of 811, and its rollover state for one country. A subsector financing breakdown of 10.6 billion dollars in education, with bars for each subsector and a rollover state.
ArtifactData views for projects by country and financing by subsector, each clicking through to project search.

Track two

Mapamericas

From a workshop on how project data was used to a map inside every page, 2015.

Put the map inside every page

The bank had data on every project, in progress or finished, but the previous experience wasn’t an experience. It was data. Before designing anything, I led a workshop with the IDB team to uncover how project data was actually used, then worked through approaches to discoverability with them. That work landed on Mapamericas.

My idea was to move the map from a destination to a contextual experience. Instead of asking people to find a map, every project, country, and sector page opened a window into it, reflecting the DNA of the page: a sector page showed all of that sector’s projects across Latin America.

The map had three jobs: present project results in the context of one another, simplify the navigation and discovery of projects, and rely on project pages for the details. Clicking the window let the map take over the interface, centered on the project, with its description and related results, and filters shown as active to hint that people could keep exploring. Choosing a result changed the description to match it. Deselecting attributes, or zooming out, revealed every project that fit.

The maps interaction model: a sequence of screens from a project page with a map window, to the map taking over the interface, to filtering by country and zooming out to see more projects.
ArtifactThe maps interaction model, January 2015: moving from a destination to a contextual experience.
A country page wireframe for Nicaragua, with a window into the map beside the country’s strategy and data. The map wireframe’s default project view: the project description over a map of linked results, with filters along the bottom.
ArtifactFrom the maps wireframes, February 2015: a map window on a country page, and the project view it opens.
The Mapamericas design: an IDB project in Mendoza, Argentina, with its description and results beside a map of related projects, and filters for country, sector, results, project type, total cost, and status.
DesignThe Mapamericas design: a project in Mendoza, Argentina, in the context of its results.

Track three

Learning

Making the bank’s courses easy to find and register for, 2015.

Make courses findable

The bank offered courses, but people struggled to find them, to enroll, and even to know they existed. The redesign mapped four levels of access. The courses home set expectations for the bank’s learning offerings, with featured courses and the most valuable groupings, filterable in place. Every attribute of a course, its competency, topic, or sector, had an index page of all courses like it. Search results surfaced the course details that mattered for scanning, with predictive search. And the course page itself was flexible enough to handle different course types, with related courses and the knowledge areas as paths to discovery.

Alongside the courses, I designed the sign-up and onboarding for a learning community, which hadn’t launched by the time I left.

Two tablets showing the IDB learning portal: a course page for Datalogy, data-driven decision making, with course details, upcoming courses, and a video; and a page of course coordinators and tutors.
DesignThe learning portal as Studio Analogous brought it to life: a course page and its coordinators and tutors. Image: Studio Analogous.
The courses key path ecosystem: courses home, search results, course details, and knowledge areas, leading to registration.
ArtifactThe courses key path ecosystem, December 2015.
A knowledge area index page for one competency, listing courses with session dates, language, and course type.
ArtifactA knowledge area index: every course for one competency.

Key learnings

  1. Fit the model to the audience.Goal-Directed Design usually narrows to a primary persona for a product. A development bank’s site has no single primary user. Persona expectations kept the rigor of the method, while matching the breadth of people the IDB served.
  2. Start from the research that already exists.Interview records from a previous firm gave the work a foundation. Synthesizing them into a new model moved the project forward faster than starting discovery over, and kept the bank from repeating conversations it had already had.
  3. Find the spine, and hang everything on it.A bank this size produces stories, research, events, and data in every direction. Projects were what tied them together, so they became the backbone of the site: the homepage led with them, country and sector pages organized around them, and every chart and map clicked through to them. One clear spine kept a vast site navigable.
  4. Data becomes an experience when it meets people where they already are.The project data was complete before we started. Putting a window into the map on every project, country, and sector page turned a database into a picture of where the bank worked, without asking anyone to go looking for it.
  5. Make the paths to doing business impossible to miss.For contractors, companies seeking financing, and investors, the site was the front door to working with the bank. Procurement call-outs on country pages, procurement opportunities at the top of search results, and a footer built around doing business turned those paths from buried links into part of the structure.

Questions about this project? Email me.