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Master Service Agreement & Forms Booklet (2006-2007)


Client: A.G. Edwards & Sons, Inc.
Duration: 3 months

Work responsibilities:

  • Developed the prototypes of A. G. Edwards Master Service Agreement booklet in the first phase of this two phase information design project. Responsibilities for the first phase included design of a grid system, layout composition, and development of wireframes.
  • Responsibilities for the second phase of the project included the refinement of selected prototype in terms of layout composition, table of content design, cover page graphic design, and a print-ready content composition.

Issues with existing design

  • Cover Page was plain, and lacked attraction.
  • TOC was not ideal in effectively navigating the document.
  • Content was too flat with insufficient hierarchy within the various content sections.
  • Crucial information was buried deep in the respective sections, and finding a particular piece of information in the existing taxonomy could be very difficult.

Old Design

Old Design of Service Agreement Booklet

New MSA Cover with side caption and Flap to hold Forms

New MSA Cover with side caption and Flap to hold Forms

Design Features

  • A more attractive cover page designed with color gradients and brand graphics. It would also help in building brand identity.
  • Cover of the MSA has a flap in the front to hold Forms. The cutout for the flap was derived from company logo 'Flame'.
  • Brief previews or snippets of information on the first page of each section for upcoming pages in that section to help user anticipate the type of information.
  • Added 2nd level content headings to the TOC for improved Findability.
  • A better organization of content using Tabbing and Color-coding to achieve information hierarchy.
  • Use of attributes such as: color, alignment, and different typeface styles to give contrasting visual weights to different levels of content and to ensure that crucial information stand out from the rest of the content.
  • Provides an index to quickly look for all the relevant terms and important pieces of information.

Underlying Grids at Varying Detail Levels

Underlying Grids at Varying Detail Levels


New Content of Table with Color-coded sections and snippets of sub-section titles

New Content of Table with Color-coded sections and snippets of sub-section titles


New header for Section Title Pages

New header for Section Title Pages