Hong Kong Stock Exchange
To refine user experience ahead of the market release of HKEX’s Issuer Access Platform, 57 workshop sessions were conducted engaging 118 participants across listed companies, advisors, REITs, and ETPs to reflect real-world use cases from— from corporate governance flows to capital movements and regulatory submissions.
Timeline
March 2025 - June 2025
Role
UX Designer
Scope
User Research, Report Writing, Usability Testing
KEY OBJECTIVES OF USABILITY TESTING
WORKSHOP METHODOLOGY
01 Introduce the Issuer Access Platform (IAP) to diverse market participants
02 Observe real-world usage through guided task testing
03 Gather feedback, identify enhancement areas, and the change management process
04 Refine user experience ahead of market release
Over the course 3 workshop batches, I focused on:
○ Providing well-defined guidance to motivate participants, each session included an introduction to the platform, a demonstration of core task types, and a supported hands-on practice session.
○ Holistically developed workshop tasks to enable in-depth exploration of all submission flows, capturing constructive feedback from a diverse range of market participants.
○ Implementing continuous improvements through an iterative process, where insights from early workshop batches directly informed and refined the content and structure of subsequent sessions.
Onboard users with confidence
→ Assist users’ adaptation and understanding of the ecosystem
→ Support during onboarding and continuous guidance
Improve usability & automation
→ Implement automation and advanced features for better efficiency
→ Ensure actions are intuitive and outcomes are communicated
Strength submission
→ Enable seamless collaboration across submission teams, both online and offline
→ Close gaps in current operational and regulatory requirements
→ Reduce potential manual errors in submissions
LEARNINGS FROM DISCOVERY — WHAT’S WORKING WELL
AREAS TO IMPROVE
○ Participants rated IAP an average SEQ score of 6.0 out of 7, presenting high usability and user satisfaction
○ Centralised records empowers visibility and accountability
○ Integrated compliance reminders to assist users with submissions
○ Simplified workflows greatly enhance efficiency
We provided key findings on recommendations for enhancement before platform launch:
○ Streamline corporate personnel change workflows
○ Ensure meeting regulatory requirements like adding a ‘Place of incorporation’ field to align with regulatory disclosure standards and separating the editing of the principal share registrar and the Hong Kong branch share registrar's name and address
○ Reduce submission errors features, such as implementing a confirmation pop-up and reorder the additional information input field sequence
After completing 57 usability test sessions, data analysis was completed to write a cohesive visual report for presenting from Mirum UX team to the HKEX team.
OUTCOMES & DELIVERABLES