Reporting Dashboard

Summary

Create a dashboard UI for a web application which allows customization by the user. Worked within an agile project team to rapidly gather feedback and improve the user experience and UI with each iteration.

Client

CONFIDENTIAL. All names, data and branding have been modified from the original project.

Role

Lead UI/UX designer - Involved in all steps from wireframes to creating fully functional prototypes.

Complete Customization

Beyond just allowing users to modify their dashboard views, administrators required a UI to maintain all aspects of the site from navigation to user management.

By developing "user personas" we identified the user flows needed to complete the different necessary tasks. From there we were able to take these very often complex workflows and simplify them into a streamlined user experience.

Data Reporting Screenshot
Data Reporting Screenshot

Challenges

By allowing users and administrators to modify different parts of the layout and design we were faced with the challenge of insuring a quality user experience throughout the site.

To solve this we came up with a grid system in which all elements would snap to and all UI elements were designed with this in mind to keep a consistent look and feel from page to page.

Additionally we provided layout templates and best practices guidance to help make edits and modifications a more intuitive experience.

Data Reporting Screenshot
Data Reporting Screenshot

Delivered

Fully functional HTML prototype for user testing and applying feedback before going to development.

Along with prototype provided a complete library of all UI elements with a SASS/CSS theme for production.

Key Takeaway

Understand the user and their specific business needs.

Through gaining feedback from our prototypes we consistently learned that viewing more data on the screen was of upmost importance to users in this industry. Our earlier designs had used a lot of whitespace and while they looked very modern and appealing they were limiting the amount of data that could be viewed at once. Using the prototype we were able to rapidly test and create a layout that maintained a good user experience along with more data on the screen.