Integrating data from People Data Labs into S&P Capital IQ Pro’s People Summary page to enrich profiles with granular professional and organizational data, complementing S&P’s financial insights. This enhances user decision-making by offering comprehensive views of individuals and companies, supporting targeted research, recruitment, and partnerships, while differentiating S&P as a multi-purpose analytics platform.
The People's Summary page in CIQ Pro has details of the top executives, and board members in a particular company. PDL is a vendor specializing in Employee Headcount Analytics, mainly covering private companies, boasting a database of over +29 million profiles. By integrating S&P's data with PDL, we get the following features to enhance the user experience of the page:
The enhanced page has two views (2 tabs):
1. Analytics view, which shows key trends.
2. Peoples view which captures detailed information.
Advantages
1.Incorporation of insightful, data-driven tools to empower users in their decision-making.
2. Performance Optimization, as all the info is not displayed on page load.
3. The user can download data in each tab separately on an Excel sheet as required.
1 week
Figma, Highcharts
The top ribbon is common to all the views. It captures a bird's eye view of key data.
Advantages of the latest ribbon compared to the earlier version:
1. Enhanced the filter experience by optimizing the filters in collaboration with the product team.
2. The improved gender representation ribbon has two versions, current and historical, which show the current composition of gender diversity and historical trends on a toggle. This helps to analyze the direction in which a company is headed regarding diversity.
A new type of ribbon showing a trend graph was added to the design system documentation to ensure uniformity
3. The previous version of the page had a tab at the top to move through various roles. In the latest version, the tab was moved to the bottom of the page to move between different grids. The ribbon at the top now has visual data about all the roles. The user gets a bird's eye view without moving between tabs.
4. The improved version shows the trends and current values on a toggle, giving the user a comprehensive view.
Most private companies' presence was limited to 5-7 regions/countries. So a heatmap here provides a better representation of data than using a map.
This is an alternate view instead of the heat map only for companies operating solely out of the US to show the headcount representation within the states as data within the country was available only for the USA. This was not a suitable representation as we did not have available data for all the states in the US.
We finally decided to go with an interactive pie chart after discussions with the product team as well as user feedback. This just goes to show the multiple design iterations we had to go through to reach an optimal decision.
We changed visual for trends by role to focus on the trends for top roles as we found that the streamlined data was more important to the stakeholders.
This shows a comparison of the company's headcount growth to that of its peer group and selected individual firms. The graph is annotated to show the rounds of funding coverage illustrating the use of proceeds and growth trajectory.
The Sankey chart shows the movement of employees within the top 5 competitors for a selected role. This can be crucial data as it impacts HR-related employee retention policies.
Hovering over a particular branch in the Sankey shows the no of employees who move from company A to B. The opacity of the other branches is reduced to highlight the selected data.
In version 1, unique colors are used to represent the firms.
In version 2, I shifted to a single-color model to bring focus to the data.
The final version is more holistic in its design and the information it provides the users. The green/red used gives clear visual cues regarding incoming/outgoing employees.
Also, I added data for the total number of employees to ensure a true representation of data
During user testing, we discovered that people with red-green color blindness had difficulty distinguishing between the two colors. To address this, we adjusted the saturation levels to ensure a clear distinction, making the design more accessible for all users.
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