UX Design

Challenge:

At the time, market intelligence analysts had to use multiple tools in order to access robust data on competitors or prospective companies in the market.

How could we make an Enterprise-level dashboard that allowed them to easily access the data they needed to make informed decisions?

Plan of Action:

• Understanding the user persona

• Figuring out the most important information market analysts wanted to see on their dashboard

• Developing the key interactions for the graphs/data visualizations

Solution:

Creating the first iteration of the dashboard prioritizing relevant data visualizations of both private and public companies.

Immediate Insights

Daily updates and alerts that notify users on important company news. Both features were prioritized at the top of the dashboard.

Reducing Cognitive Load

Graphs that highlight 5 companies with the most percentage change of the companies they follow

Clarity in Companies Followed

Users can easily view the total number of companies they follow

Built-In Trust

Displaying when the graphs were last updated to show users that the data is recent and accurate

Takeaways:

• When dealing with ambiguity, conduct user interviews early to establish a direct understanding of the persona and their priorities. When it comes to sprint planning, it is also crucial to test a prototype as soon as there is a mid-fi design in order to have experts in the field give feedback for further iteration.

• Establishing design guidelines at the beginning, so the team is aligned. Building and rebuilding components is no fun for anyone.

• Design is an iterative process, it’s important not to get too attached to my original design in favor of the user and the goal.