Data Visualization Project
#B2B
#enterprise
#datascience
#SaaS
Note: The name and branding of the company has been removed to protect the confidentiality.
Quad Analytics: Designed for First Bank data analysts, business manager and department heads to transform their data into an intelligent dashboard to help them make informed decisions
Accelerate findings and quick decision-making. Influenced CSAT score improvement by 25%.
• Encouraging collaboration by copying and downloading graphs.
• More accessible and efficient for data analysts and business managers.
• Cloud-based and enterprise-grade data viz. platform
Details
Tools : Figma, Microsoft Suit
Team : Director, Product Development and team; Director, Software Engineering and team; Product Manager; QA Team
My Role : Product Designer
Timeline : 4+ months
Prototype Video
Project Summary
Company/Client: A data visualization company offering a software platform that allows customers to analyze extensive datasets and develop charts based on analyst's needs.
Problem Statement: The previous software interface was difficult to navigate, and customers often experienced confusion when trying to use advanced visualization features.
Goal: To enhance the user experience by streamlining data visualization features, making it easier to view the dashboard, and providing users with means to better analyze data and extract insights.
Target Audience: Data analysts, business managers, and decision-makers who rely on data-driven insights.
UX Research Synthesis
Complexity of Interface: Users found the software overwhelming due to the complexity of the dashboard.
Help: There was no clear option for user documentation access.
Solution Design
Design Thinking Process:
Empathize: Conducted interviews and surveys with existing users to understand their frustrations and goals.
Define: Users needed a more intuitive way to interact with data. The main pain points were the software’s steep learning curve and the difficulty in identifying actionable insights.
Ideate: Several ideas were brainstormed, including simplified navigation, and interactive data dashboards that allowed users to drill down into specific data points.
Key Features Developed:
Navigation: Side navigation within dashboards that allows users to view the specific visualizations that are most relevant to them.
Contextual Help: Integrated tooltips and contextual graph point summary tooltips
Chart Menu: Added features for users to download or copy reports to share and present that encourage team collaboration.
Prototyping & Testing
Wireframes: Created low-fidelity wireframes focusing on the new dashboard layout and how the features can be put into design. These wireframes focused on simplifying the user flow.
Interactive Prototypes: Developed interactive prototypes that allowed users to test key features like charts and side navigation interaction.
Prototype User Testing:
Conducted usability testing sessions with data analysts and business managers to observe how they interacted with the new interface.
Key findings included:
Users appreciated the clarity of the new dashboard
While the contextual help was useful, some users wanted comprehensive demos.
Results & Impact
CSAT Score: Improved by 25 points from 40 to 65.
Efficiency Gains: The time to create a report was reduced by 30% on average, as users could quickly select visualizations, edit them, and generate comprehensive reports.
Challenges & Future Considerations
Challenges:
More types of charts: Some users wanted more customization options.
Data Overload: Despite improvements, users still found themselves overwhelmed with the sheer volume of data. Further filtering tools could be beneficial.
Future Improvements:
Implementing predictive analytics to guide users toward future trends based on historical data.