Analytics Transformation
Analytics Transformation
Embedded Files
Improved the visibility of metrics and insights across enterprise organizations for monitoring effective business measurements and tracking compliance. designed for store managers, analysts and operations staff.
Improved the visibility of metrics and insights across enterprise organizations for monitoring effective business measurements and tracking compliance. designed for store managers, analysts and operations staff.
The Challenge and Case Study
The Challenge and Case Study
Completion reports, course status and progress are key metrics to target in solution. Stores use different reports and views then corporate users.
Analysis shows data users export data to use further in executive presentations and 3rd party dashboards. Minimal research was in place to pinpoint the best solution/design. There was big data available and collected in the system, but was not organized or structured to present as a report or flat table for export for customers.
Architecture and service teams were required to get data presentable and usable. In parallel pattern library and component data grids were not yet in place. The development team was in progress of implementing via a javascript library AG Grid.
Project required design team to reevalute, provide full detail specs for tables, behavior and testing with the new library. There were many "cooks in the kitchen" on this project and it was stuck to move forward with strong inertia till research and further task analysis was performed with users.
Scope
Scope
2.5 year year project. enterprise size impact (25+ top profile customers on first iteration, 175k+ users)
extensive research with customers
new architecture and design pattern development
Completion Reports
Completion Reports
Data queries and exports could be shared and prepared for end users. Including option to add analytics or data only tables.
Existing Experience
Existing Experience
Inconsistent controls, never the same UX or usability across customers and clients. Broken in function and concept. No ability to schedule and cant export data effectively to scale and share. Poor ability to select filters/columns and view data effectively. No preview to avoid random data outcomes
WHAT PROBLEMS WERE SOLVED
WHAT PROBLEMS WERE SOLVED
quick glimpses of data to determine outliers and problems
provided easy export of data for further downstream workflows
made export feature easy and flexible with auto scheduling
incorporated analytics and insights for further investigation of data
provided top to bottom drill downs and views of data
My Role as the Lead Designer
My Role as the Lead Designer
performed research and discovery with over 15 customers to pinpoint problems and observe pain points
tested conceptual and low fidelity designs with users and adjusted accordingly (XD)
leveraged design thinking through the entire process and led meetings with stakeholders in those steps
drove architecture team to restructure reporting strategy as the current data solution and feedback of users
Demo'd Prototypes
Page updated
Google Sites
Report abuse