Organising Mergers & Acquisitions (M&A) with DealDoc

Overview

Project Classification: Independent Design Engagement

Sector: Mergers & Acquisitions (M&A)

Primary User Demographics: Investment Banking Professionals, Venture Capitalists, Corporate M&A Executives

Strategic Objective: To revolutionize M&A deal management with an intuitive, centralized platform—positioning DealDoc as the definitive digital tool in this domain.

Problem Identification & Research

Industry Pain Points Before DealDoc:

• Fragmented workflows are scattered across multiple disconnected tools, leading to inefficiencies and redundancies.

• No single source of truth, resulting in communication breakdowns and operational friction.

Research Approach:

• The project was initiated by finance professionals who experienced these challenges firsthand and envisioned a more cohesive solution.

Design Process & Ideation

Shaping the User Journey:

• The user experience was structured based on insights from industry professionals who provided a high-level roadmap of the deal management process.

• Collaborative sketching sessions were conducted with stakeholders to refine workflows and optimize navigation.

• The biggest design challenge was structuring a high-density information interface while ensuring seamless navigation and usability.

Visual & Interaction Design

Design Principles:

• A clean, intuitive interface that prioritizes functionality and ease of use.

• A minimal colour palette focused on primary hues to reduce cognitive load, catering to professionals accustomed to traditional enterprise tools.

Interaction Model:

• Streamlined navigation for effortless transitions between deal stages.

• Thoughtful interactions are designed for critical tasks like document uploads, deal tracking, and real-time collaboration.

Home Page

A dynamic dashboard summarizing active deals and key insights.

Notes Page

A dedicated space for organizing and retrieving deal-related notes.

Deal Overview Page

A comprehensive summary with progress tracking and critical documents.

Tasks Page

A task management hub for assigning, tracking, and completing actions.

Feedback Page

A section for gathering and reviewing stakeholder feedback.

Critical Analysis Page

A deep dive into analytical insights and risk assessments to aid strategic decisions.

Onboarding Pages

A step-by-step guide ensuring a smooth onboarding experience.

Settings Page

Customization options for user preferences, security, and notifications.

Reflection & Future Enhancements

Key Takeaways:

• Designing for information-dense environments requires a meticulous approach to structuring content and workflows.

• Striking a balance between advanced functionality and intuitive usability is critical for adoption.