BlockBuilder, the redesign of a No-Code Trading Strategy Feature

My role

UX/UI Designer

Industry

Financial, Trading

Company

Nelogica

Year

2023

Overview

Trading everyday can be a pain for investors. There are so much things to do and to be aware of, like assets, prices, news, and the list goes on.

This is why in 2022 Nelogica launched a new feature called “BlockBuilder” for their trading softwares. This tool makes it easier for traders to create advanced and automated strategies by removing the need of knowing programing.

But there was a problem. The first version of BlockBuilder was a failure. So i got the mission of redesigning it, overcoming usability issues and improving the appearance to make traders want to use it.

The old trading strategy tool required code knowledge to operate. BlockBuilder removes this barrier.

The old BlockBuilder

As already cited, The first version of BlockBuilder was a failure. There were two major flaws in the old Design.

The first one was the Information Architecture and Usability. With a confusing structure and bad use of affordances, users had a hard time finding out how the feature works.

The second one was the low aesthetical appealing. If the  aesthetical appeal is high, also the user’s perception of “easiness to use” will be too, making it more “invitable” for users.

This is the first BlockBuilder version

The process

First thing I did was to dive deeper into the no-code universe to understand how it works. I discovered great tools like Construct, Scratch, Zapier, Bubble.io and Salesforce.

After that, I did a Design Evaluation of the first version of BlockBuilder to find out the possible issues and think about solutions.

Then, I started to ideate in high-fidelity and generated lots of ideas for the new BlockBuilder to guarantee it would be highly innovative.

To finish, I also did some Motion and Visual Design to create the tutorial, interactions and iconography with impactful aesthetics.

01.

Interface Research

02.

Design Evaluation

03.

High Fidelity Ideation

04.

Interface Design and Prototipation

05.

Motion and Visual Design

Some tools found in the visual research
Some Design flaws found in the Design Evaluation
Some ideas generated in the Ideation Phase

How it works?

To create a strategy with BlockBuilder it’s necessary to follow some steps (you can jump straight to the image below if you are in a hurry):

First you must create a rule, composed by at least one condition and one result. A condition should have two objects with a relationship between them (higher, equal, lesser, etc).

When the conditions are true, it will trigger the result, in our case the result will be a stock buy or sell operation.

After defining the result, you can add the rule into the strategy and repeat the rule creation process. It’s possible to have several rules inside of your strategy.

The image below summarizes how the feature works.

How BlockBuilder works

The final result

The challenge was hard, but rewardable. BlockBuilder is one of my best UX/UI Design work so far, so I am very proud of it.

Also, it follows the no-code trend that is shaping people’s behaviour and making it easier for the ones that got the “DIY” mentality to build their own things.

The main learning with this project was: Innovation in Design requires hard work. You got to sit down and design lots of options if you want to get the best results.

Final result of the redesign
Differences between Old and new BlockBuilder
Differences between Old and new BlockBuilder
Differences between Old and new BlockBuilder
Differences between Old and new BlockBuilder
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