Reports Reimagined
Demand Driver - Analytic Edge | CX100
Reports Reimagined
Demand Driver - Analytic Edge | CX100
Reports Reimagined
Demand Driver - Analytic Edge | CX100
Background
Industry
SaaS | B2B | Web App
Role
Product Designer L3
Timeline
8 Weeks
Analytic Edge is a C5i acquired company that provides AI driven analytics solutions for marketing & sales effectiveness. I led the team with an aim to design a SaaS product for AE that analyses marketing data and provides the user with scalable, cost-efficient, and real-time marketing insights.
Team: 1 Product Manager, 2 Business Analysts and 1 Product Designer and 1 Junior Designer
Background
Industry
SaaS | B2B | Web App
Role
Product Designer L3
Timeline
8 Weeks
Analytic Edge is a C5i acquired company that provides AI driven analytics solutions for marketing & sales effectiveness. I led the team with an aim to design a SaaS product for AE that analyses marketing data and provides the user with scalable, cost-efficient, and real-time marketing insights.
Team: 1 Product Manager, 2 Business Analysts and 1 Product Designer and 1 Junior Designer
Background
Industry
SaaS | B2B | Web App
Role
Product Designer L3
Timeline
8 Weeks
Analytic Edge is a C5i acquired company that provides AI driven analytics solutions for marketing & sales effectiveness. I led the team with an aim to design a SaaS product for AE that analyses marketing data and provides the user with scalable, cost-efficient, and real-time marketing insights.
Team: 1 Product Manager, 2 Business Analysts and 1 Product Designer and 1 Junior Designer
Problem
Inefficient dashboards make it difficult for data analysts to analyse data and gather insights
Data analysts are generally in a hurry to grasp the specific information they need from the entire data and a cluttered dashboard makes it very difficult and time consuming for them to analyse this poorly displayed data and make conclusions based on it.
Solution
30%
Increase in screen space for graphs
The new design displays all the data graphically and makes navigation easy by adding a collapsible left panel. Additionally, a lot of new features like customisation, notes, etc are added to make the experience better.
Problem
Inefficient dashboards make it difficult for data analysts to analyse data and gather insights
Data analysts are generally in a hurry to grasp the specific information they need from the entire data and a cluttered dashboard makes it very difficult and time consuming for them to analyse this poorly displayed data and make conclusions based on it.
Solution
30%
Increase in screen space for graphs
The new design displays all the data graphically and makes navigation easy by adding a collapsible left panel. Additionally, a lot of new features like customisation, notes, etc are added to make the experience better.
Problem
Inefficient dashboards make it difficult for data analysts to analyse data and gather insights
Data analysts are generally in a hurry to grasp the specific information they need from the entire data and a cluttered dashboard makes it very difficult and time consuming for them to analyse this poorly displayed data and make conclusions based on it.
Solution
30%
Increase in screen space for graphs
The new design displays all the data graphically and makes navigation easy by adding a collapsible left panel. Additionally, a lot of new features like customisation, notes, etc are added to make the experience better.
Heuristic Analysis
In order to understand the problem at hand, I, along with my team, conducted a detailed UX audit of the existing dashboard. Since we were familiar with the dashboard, we could identify some major drawbacks. I enlisted them in order to validate the same after user research.
Heuristic Analysis
In order to understand the problem at hand, I, along with my team, conducted a detailed UX audit of the existing dashboard. Since we were familiar with the dashboard, we could identify some major drawbacks. I enlisted them in order to validate the same after user research.
Heuristic Analysis
In order to understand the problem at hand, I, along with my team, conducted a detailed UX audit of the existing dashboard. Since we were familiar with the dashboard, we could identify some major drawbacks. I enlisted them in order to validate the same after user research.
User Research
We conducted 10 in person interviews with 7 existing users (data analysts) and 3 fairly new users, and asked them to navigate through the reporting module.
This was important to understand what motivates/ demotivates them to get insights from these reports and move forward.
User Research
We conducted 10 in person interviews with 7 existing users (data analysts) and 3 fairly new users, and asked them to navigate through the reporting module.
This was important to understand what motivates/ demotivates them to get insights from these reports and move forward.
Seasoned Users
Novice Users
NRS
Modelling Team
When the dashboard loads, I am unable to see the first graph completely due to lack of vertical space.
Ashwin
Data Analyst
I don't use the KPI indicators. We can probably hide them somewhere and see only when needed.
Rahul
Client - Modeller
Have to scroll through the entire page to find the chart I am looking for. I am not sure even if it is available or not. I keep looking for it. Having found the one I need, it is not easy to drag it to the top while simultaneously also scrolling to move this chart to the top.
Rupa
Data Analyst
Extremely time consuming
Jim
Data Analyst
Works for me!
Shay
Client - Data Analyst
Would like the ability to drill down in the charts for a atomic level analysis on the dashboard itself.
It becomes difficult to read all the information in such a tiny space. Would like to see at least each chart completely in one frame.
Iterations
User Research
We conducted 10 in person interviews with 7 existing users (data analysts) and 3 fairly new users, and asked them to navigate through the reporting module.
This was important to understand what motivates/ demotivates them to get insights from these reports and move forward.
User Research
We conducted 10 in person interviews with 7 existing users (data analysts) and 3 fairly new users, and asked them to navigate through the reporting module.
This was important to understand what motivates/ demotivates them to get insights from these reports and move forward.
Seasoned Users
Novice Users
NRS
Modelling Team
When the dashboard loads, I am unable to see the first graph completely due to lack of vertical space.
Ashwin
Data Analyst
I don't use the KPI indicators. We can probably hide them somewhere and see only when needed.
Rahul
Client - Modeller
Have to scroll through the entire page to find the chart I am looking for. I am not sure even if it is available or not. I keep looking for it. Having found the one I need, it is not easy to drag it to the top while simultaneously also scrolling to move this chart to the top.
Rupa
Data Analyst
Extremely time consuming
Jim
Data Analyst
Works for me!
Shay
Client - Data Analyst
Would like the ability to drill down in the charts for a atomic level analysis on the dashboard itself.
It becomes difficult to read all the information in such a tiny space. Would like to see at least each chart completely in one frame.
Iterations
Design Exploration
During the design exploration phase, we sketched out wireframes to reiterate on the user flow. By focusing on the arrangement of elements and the overall user journey, wireframes helped us identify potential blockers early on and work on iterations to solve these dynamic set of graphs.
Iterations
The Final Design
We designed a user-friendly dashboard featuring a collapsible left panel to address navigation challenges. This layout allows users to quickly access the desired chart with just one click, offering more space for chart viewing. The dashboard is also customisable, enabling users to move, edit, and delete components as needed.
The Final Design
We designed a user-friendly dashboard featuring a collapsible left panel to address navigation challenges. This layout allows users to quickly access the desired chart with just one click, offering more space for chart viewing. The dashboard is also customisable, enabling users to move, edit, and delete components as needed.
The Final Design
We designed a user-friendly dashboard featuring a collapsible left panel to address navigation challenges. This layout allows users to quickly access the desired chart with just one click, offering more space for chart viewing. The dashboard is also customisable, enabling users to move, edit, and delete components as needed.
Feature Add-Ons
Notes
The new "Notes" feature enhances user experience by allowing users to add, edit, and comment directly on charts. This functionality is designed to help users keep track of important details and observations while presentation/ discussions.
Hide Charts
The new "Hide/Unhide Charts" feature provides users with greater control over their data visualisation experience within the reports. It is designed to simplify the interface, allowing users to customise their owns dashboards.
Impact
The redesign of the report module led to a significant impact, with a 30% increase in available screen space, allowing for a more streamlined presentation of data. This expansion enabled users to view more information at a glance, reducing the need for excessive scrolling.
Additionally, the introduction of an improved navigation system made it easier for users to access different sections of the module, enhancing overall usability. The redesign not only improved efficiency but also contributed to a more intuitive user experience, leading to higher user satisfaction and engagement.
Impact
The redesign of the report module led to a significant impact, with a 30% increase in available screen space, allowing for a more streamlined presentation of data. This expansion enabled users to view more information at a glance, reducing the need for excessive scrolling.
Additionally, the introduction of an improved navigation system made it easier for users to access different sections of the module, enhancing overall usability. The redesign not only improved efficiency but also contributed to a more intuitive user experience, leading to higher user satisfaction and engagement.
Impact
The redesign of the report module led to a significant impact, with a 30% increase in available screen space, allowing for a more streamlined presentation of data. This expansion enabled users to view more information at a glance, reducing the need for excessive scrolling.
Additionally, the introduction of an improved navigation system made it easier for users to access different sections of the module, enhancing overall usability. The redesign not only improved efficiency but also contributed to a more intuitive user experience, leading to higher user satisfaction and engagement.