FCI Dashboard

FCI-Dashboard-Case-study-cover

Dashboard Design

Client
5

KVP Business Solution

Tools used
5

Figma

Deliverables
5

UX Design

5

Styleguide

Overview

To design a dashboard for displaying internal business unit performance in one single platform.

To automate the business performance tracking across internal departments so that it becomes easier for management to do yearly planning

Challenges

M

No one-stop platform to view department performance

M

Manual report preparation

Solution

  • Design a web portal so every department can update its status in a timely manner.
  • Design a dashboard, to present important KPI’s in a view.

My Role

  • Visual Design
  • UX Design

Creative process

Define

Ideate

Design

Discovery

strategy-workshop

After understanding the business goals, I planned to conduct a strategy workshop with the stakeholders to define the UX KPIs and overall project requirements. The project took almost 2 months to complete and handoff to the client product team to develop.

I started with some research and learnings about best practices for designing Dashboards. I gathered a couple of design inspirations from Behance and Muzli.

Define

Started brainstorming sessions with the stakeholder and other department heads to ideate on possible solutions. The goal of this process was to figure out the below areas.

  • The KPIs to track on the platform from different verticals of the organization
  • To understand different tasks users willing to perform by creating User stories & HMW (How Might We) questions.
  • Create an information architect to understand the functional aspect of the product from the project manager.

Design

I started with creating the wireframes to validate the content layout for the portal. After creating the hifi mockups I also performed Usability to validate the designs.

Usability findings

Dashboard
Profile
Dashboard
Dashboard
Profile

Key impact

Before starting the project, we decided to track some of the metrics to define UX success. The insight is from a period of 6 months post-launch of the application.

  • Time saved – 50%
  • Reduced server downtime – 35%
  • Incidents – 40%

Key learnings

  • Creating the information architect with a complete understanding of the functional side of the product is crucial. It helps the designer determine the interaction.
  • Improved communication skills as there were multiple meetings and presentations with the stakeholders and client management.
  • Developer collaboration is very helpful early in the design process, as it helps to overcome design debt.

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Attra wallet

UX Design

Helped with designing a payment app for in-house employees to make day-to-day transactions easier.

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Attra wallet

KPB-Case-study-cover

Mobile & Web App Design

Client
5

Attra

Tools used
5

Adobe XD

5

Miro

Deliverables
5

Styleguide

5

Hifi Mockups

5

Prototype

Overview

Attra is a service-based company in the B2B domain. They specialize in the banking, finance, and payments industry. To showcase their expertise in the payment domain, they wanted to launch a payment app for in-house employees. The idea was to integrate their rewards system and provide employees with a more convenient way to make payments to the office vendors in the cafeteria and promote domain expertise and branding.

Challenges

M

Employees rewards platform was difficult to access

M

Failed transaction due to poor network connectivity

Solution

N

QR based payment app

N

Redeem rewards to wallet

N

Pay later option, incase of network issues

My Role

  • User Experience
  • Visual Design

Creative process

Since the project had a short timeline for launch, the process I followed was Double Diamond as it helped to align with stakeholders the work we will be doing in each phase and the value we can have by following the same.

Research

strategy-workshop

After discussing the project requirement with the project manager and business head, I started to interact with our employees to understand what challenges they face to make payments and the issues faced to interact with the rewards portal. The purpose of this research was to figure out the below areas.

  • To deep dive into the user’s actual needs, how they are dealing with the present situation, and what ideas they have to improve the challenge they are facing
  • To understand user’s reactions to integrating a rewards system into a payment app, which could also help them with coupons and offers in day-to-day transactions.

The process I used to conduct my research findings was MVR (Minimum Viable Research) as I needed to validate my hypothesis and have some insights to share with the stakeholders.

During the research, I observed that most of the users were not much interested in using a separate payment system, even though there were instances of failed and delayed transactions. But when they realized that the organization was also planning to integrate our reward system where they can avail of discounts and offers, they seem to like it.

Also, as mentioned, employees were very hurt as they were sometimes failing to redeem their rewards on time, with no reminder.

Define

In this phase, we actually did multiple ideations and brainstorming session with stakeholders. The goals of this process was to figure out the below areas.

  • To define the user’s journey and map out the activities.
  • To understand different tasks user might be willing to perform by creating User stories & HMW (How Might We) questions.

The product was designed for three different roles. One for the employees (user) and the other two for admin, agents with different tasks.

For users
  • Make payment for any purchase
  • Redeem rewards in the wallet
  • Apply coupons/offers in the transactions
  • Users can Pay later if required for situations like poor network or failed transaction
For admin
  • Approval for the vendors onboarding
  • Tracking of all users detail
  • Tracking of any disputes between vendors and employees
For Agents/Vendors
  • Payment accept
  • Offer discount
  • Menu uploading
  • Transaction details

Design

We started with creating the information architect, followed by wireframes to validate the content layout for the app. After creating the hifi mockups I also performed Usability to validate the designs.

Usability findings
Color scheme

The color scheme used was the brand colors.

color palette
Typography

Typography used was Source Sans Pro

KPB-typography

Admin Dashboard

Profile
Homepage
Profile

Usability findings

Q

Unclear, with profile and homepage

Q

Offers from vendors were difficult to find

Q

Transaction details was in side nav

User app (Employees)

Homepage
Homepage
Profile
Profile

Key impact

Once the app was launched, it was observed that there were still disputes in transactions, however, the wait time was reduced for both employees and vendors, as the Pay Later feature eased the transaction. Also, there was a great response due to rewards redemption and discounts.

  • Failed transaction – 55%
  • Wait time – 35%
  • EMPLOYEE SATISFACTION – 75%

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UI/UX Design, Web Design

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FCI Dashboard

UX Design

Helped in designing the dashboard for displaying internal business unit performance in one single platform.

Thanks for viewing

Have a project in mind? Let’s get to work!

I’m here to help. Just answer a few simple questions to help me understand about your requirements and we can take it forward from here.

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Jotlines

Jotlines-Case-study-cover

App Design & Website Development

Client
5

Khabar Priyo Bangali

Tools used
5

Adobe XD

5

Miro

Deliverables
5

UX Design

5

Website Design & Development

Overview

Design a mobile app for engineering students to help them find their study notes easily. Also design and develop the product website.

Challenges

M

Students in engineering college finds difficult to prepare notes for exam due to less available resources

M

No much mentoring available

M

Need to go through multiple books at times to prepare notes on certain topic

Solution

After understanding the client’s requirements and business details, the solutions recommended are as below:

  • A search feature has been provided in the app so that students can find notes easily.
  • The request notes feature has been added so that, resources or notes can be made available on demand.

My Role

  • User Experience
  • Visual Design
  • Website Design
  • Website Development

Creative process

Helped the client with designing the product app and website by understanding the goals and success metrics for the project. Followed the traditional UCD (User Centric Design) process.

Discovery

Research

Define

Ideate

Design

Develop

Research

After understanding the business goals and project requirement, I planned to conduct preliminary research by connecting with some college students, as the project revolves around them. The purpose of this research was to figure out the below areas.

  • To deep dive into students actual needs and validate the pain points shared from business.
  • To understand quantitative data (how much percentage of students have the issue). Do they need help with something else?
  • To eliminate assumptions, and validate early stage solutions.

The process I used to conduct my research findings was Lean UX & MVR (Minimum Viable Research) as I needed to validate my hypothesis and have some insights to share with the stakeholders.

During the research, I had interviewed around 8 students from different locations and came across some interesting facts.

  • Direct mentorship – 70%
  • Notes requirement – 55%
  • Used any similar services before – 2%

Define

In this phase, I presented the research findings with stakeholders, to re-look into the requirement. The goals of this process was to figure out the below areas.

  • To define the user’s journey and map out the activities.
  • To understand different tasks user might be willing to perform by creating User stories & HMW (How Might We) questions.
Some of the HMW questions from the workshop>
  • How might we make customer aware of the application?
  • How might we make notes/documents search easier?
  • How might we verify duplicate contents?
  • How might we make trust customer for online payment?

Ideation

After lot of user interactions and connect, finally we arrived at solutioning. So, I organized a brainsorming session where we followed the storyboarding & Crazy 8 method. The workshop included multiple stakeholder from client – Sales lead, developers, business manager.

The reason, I went ahead with this approach, was to get the ideas stakeholders were trying to implement, as they were confusions and unprioritized requirement. So the personas we created, helped the stakeholder frame the user stories mentioning the features. Followed which we went with sketching the solutions.

User story
User story

The product was designed for two different roles. One for the users and other for admin with different tasks.

For users
  • Search notes or mentors on specific topics
  • Request for notes or mentorship session on specific topic of users choice
  • Sharing of notes with others
For admin
  • Approval for notes published in platform
  • Request for notes or mentorship session on specific topic of users choice
  • Sharing of notes with others

Design

We started with creating the information architect, followed by wireframes to validate the content layout for the app. After creating the hifi mockups I also performed Usability testing to validate the designs.

Color scheme

The color scheme was selected based on brand attributes and persona.

color palette
UI elements
Typography

Based on the type of Personas, we tried with 2-3 font options and the type selected was Raleway which is a Sans-serif font.

KPB-typography
Homepage
Request Notes
SignIn
Request Notes
Profile
Request Notes

Usability findings

Q

The search feature was not clearly understood by users

Q

Question papers were one of the primary requirements

Q

New upload was confusing for users, so moved to upload

Q

CTA's were seen as a secondary action, not very clear

Q

Users wanted to see the category as well

Key impact

The app was initially launched in Assam state. Post launch, it was initially downloaded by more then 500+ students. Some of the key highlights we tracked.

  • Return Users – 65%
  • Notes downloaded – 1000+
  • Notes requested – 200+
  • Mentorship sessions – 650+

Website Development

Post the app was delivered I also started working on the website design of the product. As some of the process and goal alignment were alredy done in the app design process, I started with wireframes to validate the content layout for the website.

The biggest challenge we had here was to align that the website to be created will be informative instead of the web app of the product.

I started with creating the wireframes to align the website layout and content pattern.

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Attra Wallet

UI/UX Design

Helped with designing a payment app for in-house employees to make day-to-day transactions easier.

KPB-case-study-cover
Khabar Priyo Bangali

UX Design, Web Design

Helped with brandingUX, and customized website development services for the restaurant. 

Thanks for viewing

Have a similar project in mind? Let’s get to work!

I’m here to help. Just answer a few simple questions to help me understand about your requirements and we can take it forward from here.

Join the community

Find me on