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Revamping Dashboard Efficiency
Revamping Dashboard Efficiency
Revamping Dashboard Efficiency
Used effective tab design to organize layered data, declutter the interface, and optimize limited space, resulting in clearer visuals and high customer satisfaction.
Used effective tab design to organize layered data, declutter the interface, and optimize limited space, resulting in clearer visuals and high customer satisfaction.
Used effective tab design to organize layered data, declutter the interface, and optimize limited space, resulting in clearer visuals and high customer satisfaction.
Company
Company
Company
Buckzy Payment
Buckzy Payment
Buckzy Payment
Stakeholders
Stakeholders
Stakeholders
Product team, Developers, PM
Product team, Developers, PM
Product team, Developers, PM
Role
Role
Role
UX/UI Designer
UX/UI Designer
UX/UI Designer
Duration
Duration
Duration
1 Month
1 Month
1 Month
Problem
Problem
Problem
Our payment portal dashboard isn’t performing at its full potential. To boost user engagement and make it truly valuable, we need to pinpoint the key issues and implement a thoughtful redesign.
Our payment portal dashboard isn’t performing at its full potential. To boost user engagement and make it truly valuable, we need to pinpoint the key issues and implement a thoughtful redesign.
Our payment portal dashboard isn’t performing at its full potential. To boost user engagement and make it truly valuable, we need to pinpoint the key issues and implement a thoughtful redesign.
Define Issues
Define Issues
Discovering current issues by critiquing the current dashboard
Define Issues
Discovering current issues by critiquing the current dashboard
Goal
Goal
Based on the critique, I decided to focus on redesigning the following:
Clarifying information hierarchy
Removing unnecessary unit
Organizing data in layers
Goal
Based on the study, here are the 4 problems I decided to focus on:
Clarifying information hierarchy
Removing unnecessary unit
Organizing data in layers
First Iteration with improving overall UI
First Iteration with improving overall UI
First Iteration with improving overall UI
Designing for visual consistency and user-friendliness by restructuring the layout and using icons in place of text where appropriate.
Designing for visual consistency and user-friendliness by restructuring the layout and using icons in place of text where appropriate.
I began by removing unnecessary sections, keeping only the information that could be effectively visualized on the dashboard. Next, I streamlined data, such as currency options, into a drop-down menu to save space and ensure a consistent layout for all data within frames of the same size. Additionally, I simplified the text and replaced it with icons where possible, allowing users to compare currencies more intuitively.
I began by removing unnecessary sections, keeping only the information that could be effectively visualized on the dashboard. Next, I streamlined data, such as currency options, into a drop-down menu to save space and ensure a consistent layout for all data within frames of the same size. Additionally, I simplified the text and replaced it with icons where possible, allowing users to compare currencies more intuitively.
I began by removing unnecessary sections, keeping only the information that could be effectively visualized on the dashboard. Next, I streamlined data, such as currency options, into a drop-down menu to save space and ensure a consistent layout for all data within frames of the same size. Additionally, I simplified the text and replaced it with icons where possible, allowing users to compare currencies more intuitively.
Finally, I applied the brand’s colour palette strategically, creating a cohesive interface and aligning the dashboard with the overall portal design.
Finally, I applied the brand’s colour palette strategically, creating a cohesive interface and aligning the dashboard with the overall portal design.
Finally, I applied the brand’s colour palette strategically, creating a cohesive interface and aligning the dashboard with the overall portal design.
Testing and feedback
Testing and feedback
Testing and feedback
Participants: Sales team, 4 actual users.
Methods: 1 -1 testing, giving prompts and observe how they act, and asking feedbacks.
Participants: Sales team, 4 actual users.
Methods: 1 -1 testing, giving prompts and observe how they act, and asking feedbacks.
Identified a user interaction issue with the 'Account' design while working on a parallel project and proposed a solution that achieved a win-win outcome.
Feedbacks:
Identified a user interaction issue with the 'Account' design while working on a parallel project and proposed a solution that achieved a win-win outcome.
Sales Team
Sales Team
The visual design is much better, giving us more confidence, but we're unsure if all the graphs are necessary or provide useful data.
The visual design is much better, giving us more confidence, but we're unsure if all the graphs are necessary or provide useful data.
User 1
User 1
" This looks much better!
Is it possible to have a private mode that allows hiding amounts in certain situations?"
" This looks much better!
Is it possible to have a private mode that allows hiding amounts in certain situations?"
User 2
User 2
“Is it possible to selectively choose different types of graphs, as some data may be more intuitive with specific graph types?”
“Is it possible to selectively choose different types of graphs, as some data may be more intuitive with specific graph types?”
User 3
User 3
"There are too many graphs displaying similar information. Could we have a simple dashboard to make the data more clear?"
"There are too many graphs displaying similar information. Could we have a simple dashboard to make the data more clear?"
User 4
User 4
"The colour feels too busy, it is hard for me to focus on what I want and the Book a Deal seems very complicated?"
"The colour feels too busy, it is hard for me to focus on what I want and the Book a Deal seems very complicated?"
Second Iteration - Final Solution
Second Iteration - Final Solution
Second Iteration - Final Solution
Identified a user interaction issue with the 'Account' feature while working on a parallel project and proposed a solution that achieved a win-win outcome.
Identified a user interaction issue with the 'Account' feature while working on a parallel project and proposed a solution that achieved a win-win outcome.
Beside feedbacks from testing, I also I identified a user interaction issue While working on multiple projects. Users must return to the dashboard to switch accounts back and forth, then return to the page they were working on.
I relocate the 'Account as a 'Global Account,' moving it to the left side menu. This change allows us to streamline user interactions by reducing unnecessary clicks, such as replacing dropdowns with more intuitive tabs.
Based on user feedback, I reduced the use of color for a cleaner interface, combined the graphs into one unit with an option to switch graph types in the top right corner, and used tabs to display different data dimensions. To simplify the "Book a Deal" unit, I left only one currency option, which moves the item to the watchlist after getting a quote, with the choice to proceed or cancel.
Beside feedbacks from testing, I also I identified a user interaction issue While working on multiple projects. Users must return to the dashboard to switch accounts back and forth, then return to the page they were working on.
I relocate the 'Account as a 'Global Account,' moving it to the left side menu. This change allows us to streamline user interactions by reducing unnecessary clicks, such as replacing dropdowns with more intuitive tabs.
Based on user feedback, I reduced the use of color for a cleaner interface, combined the graphs into one unit with an option to switch graph types in the top right corner, and used tabs to display different data dimensions. To simplify the "Book a Deal" unit, I left only one currency option, which moves the item to the watchlist after getting a quote, with the choice to proceed or cancel.
Reflection
Reflection
Reflection
In this project, I see the importance of UX/UI to product development and realize that designers sometimes need to be responsible for popularizing and educating basic design principles, which is very common in startups.
This environment also brought me more opportunities to practice, such as learning to synchronize the working language with different teams, communicate with the developers to make sure that the project, thinking ahead and planning for the future design, and how to understand their difficulties to make sure that they are taken into account in the next design.
In this project, I see the importance of UX/UI to product development and realize that designers sometimes need to be responsible for popularizing and educating basic design principles, which is very common in startups.
This environment also brought me more opportunities to practice, such as learning to synchronize the working language with different teams, communicate with the developers to make sure that the project, thinking ahead and planning for the future design, and how to understand their difficulties to make sure that they are taken into account in the next design.
In this project, I see the importance of UX/UI to product development and realize that designers sometimes need to be responsible for popularizing and educating basic design principles, which is very common in startups.
This environment also brought me more opportunities to practice, such as learning to synchronize the working language with different teams, communicate with the developers to make sure that the project, thinking ahead and planning for the future design, and how to understand their difficulties to make sure that they are taken into account in the next design.