Business Intelligence Dashboard Tracking Customer performance

The client, a globally recognized food wholesaler company, sought the development of a portal to highlight their most frequent customers.

ROLE: UX DESIGN LEAD

Note: Due to NDA, the full process and all designs cannot be displayed publically

Problem Statement

How might we effectively address the unique needs of diverse user personas, such as Managers and Analysts, by supporting their decision-making and insight-generation processes through comprehensive performance tracking across local to global business levels?

Goal 1: Simplifying complex data into clear, visually appealing designs.

Goal 2: Catering to the needs of various user groups

Snippets of the Design Process

With the focus on user persona, user flows, style guide and design library, we were able to minimise the time taken for design deliverables, bring consistency in the designs across different tracks and facilitate self-service for the PO team.

User Persona

Helped us define user needs and ideate for solutions accordingly

Style Guide

Font styles and colour schemes are defined in the style guide for better visual design and consistency

Design Library

The design library consists of charts and graphs for various use cases and in various sizes.

Layout Specification Guide

This brought consistency and made the layouts more familiar to the user

Solution 1:
Layered Approach

We designed the site in layers to fulfil the requirements of two different personas, giving 'overview' to the Managers and giving 'in-depth view' to the Analysts.

BI Project Information Architecture 2.jpg

Solution 2:
Style Guide & Design Library

The style guide helped to bring consistency across the platform. The design library facilitated self-service for the PO team. Using the design library, the PO team was able to easily depict their own vision of the dashboards and explain in to the design and development teams.