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BOOK DESIGN

Technology at Morningstar

A print annual review of the accomplishments by Morningstar’s Technology group to help socialize the company’s position as technology leader in the financial services industry.

Close collaboration with writer John Carruthers identitfied key themes during a thorough interview process with the technology team.

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A strict baseline grid and rigourous typographic system generated the systematic visual language and structure of the publication.

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COVER

The cover is compromised of five interlocking icons representing each major section within. Built as an annual report, the thought was that each year would maintain this composition while applying a new aestehtic layer relevant to that year. The second iteration, shown here, uses a background texture from the UI of a recently launched product.

Cover

GRID SYSTEM

Grid System

All content conformed to an underlying baseline grid. Three type sizes were used, each with a specific purpose and relationship to the grid.

CONTENTS

Contents

The opening spread established the structure of the book and its corresponding thematic colors.

LETTER

Letter

The highlight motif, a narrative device used throughtout the book, is introduced here revealing section-specific takeaways to readers.

BIG DATA

Big Data

In an effort to elevate the voice of our employees, each section opened with an quote from a leader within the technology organization and relevant datapoints on that topic.

Big Data

Given the velocity of the project, the highlight motif was developed as a design solution to allow us to add clarity to our communication during any point of our process without disturbing the main narrative.

INNOVATION

Innovation

The margin space was used to add additional information to provide a level of visual and verbal richness to a relatively short and concise piece.

Innovation

The iconography, typography, and color were inspired by the visual language of our products—creating a link between this marketing piece and the visible face of our technology manifested through the UI of our products.

RELIABILITY

Reliability

Though primarily a piece for technologists, certain data-gathering and editorial exercises helped us extract certain details and sound bites that could aid our sales and marketing as well.

SECURITY

Security

Bringing in creative resources outside technology allowed us to translate facets of Morningstar’s technology in a way that was accessible to resonate across all parts of the business.

PEOPLE

People

This also served in beginning to verbalize a cultural identity and point of view for technology at Morningstar that was aligned with our brand and values, rather than specific technological facts and figures.

People

Along with designing the piece, I also shot all the portraits and photos to bring forth the same level of cohesion in its design to the photography.

OUR JOURNEY

Our Journey

Lastly, the conclusion provided a look at our technology strategy for the upcoming year along with relevant contact information.