Case study · Portfolio information architecture

Consolidating scattered portfolio-company data into an interactive information view

In a sovereign holding-company context, portfolio information was dispersed across companies and required a clearer consolidated view.

  1. 01

    Complex situation

    A portfolio owner can have extensive company-level data without a usable way to orient around the whole. The strategic issue is not only access to data; it is a shared information architecture that makes comparison, context and follow-up possible.

  2. 02

    Infographer intervention

    Infographer contributed information architecture and interactive-view work for a consolidated portfolio-company view.

  3. 03

    Material created or strengthened

    An interactive portfolio database that brought scattered information into a consolidated experience.

  4. 04

    What it enabled

    Easier orientation across the relevant portfolio-company landscape.

Illustrative structureIllustrative portfolio-consolidation logic, built without client data.

A generic portfolio interface represents common measures, exceptions and notes without client data.

The work in view.

Relevant contribution

Information architecture for a consolidated portfolio-company view.

Contact · The Hague, Netherlands

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