CASE STUDY- 2021
Enhancing Dashboard Experience
OVERVIEW
Document is a supporting product feature that helps create and save personalized dashboards for comparative studies for each user, based on their insights or search results.
MY ROLE
Product Designer
TIMELINE
2 Month
TEAM
Navdeep (Head of Design)
Ashok (PM)
Ashok (PM)
PROBLEM
Identifying common user pain points based on general customer feedback led us to re-evaluate the existing dashboard experience and related features of the product.
1. Unoptimized screen space
The primary function of cards to the user was data consumption and the existing design could only accommodate 60% of the space for this.
- An inefficient placement of the toggle at the bottom makes it difficult to
switch between views. - The note-taking feature on the right sidebar was quite unused & consumed space
that could potentially be used for data visualization.
1. Card view switcher - data/chart , 2. Note taking section
from old card design in dashboards
from old card design in dashboards
SOLUTION
1. Making more room for card data visualization
After going through different iterations of cards and possible interactions and discussing pros and cons of explorations we finally arrived to this one which was the most ideal one that bought us more space as well as least dev effort to implement.
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New - Card interaction in our dashboards
PROBLEM
2. Lack of card restructuring & grouping
Comparability of displayed data was crucial for quick
decision making.
- Modifying the current structure of cards was not considered hence, giving users the ability to assemble & organize multiple cards, had to be part of the layout control.
- These concerns raised by customers had to be addressed in this new
version of documents.
ITERATIONS
To minimize the effort from design to development, a simplified iteration was done with the use of a checkbox to select and group cards.
❌ No. of clicks for this approach was high.
❌ Rearranging cards wasn't possible.
SOLUTION
2. Grouping cards using new outline control
After going through different iterations of cards and possible interactions and discussing pros and cons of explorations we finally arrived to this one which was the most ideal one that bought us more space as well as least dev effort to implement.
Card grouping interaction
2. Restructuring cards using layout control
After going through different iterations of cards and possible interactions and discussing pros and cons of explorations we finally arrived to this one which was the most ideal one that bought us more space as well as least dev effort to implement.
Card layout restructuring interaction
PROBLEM
3. Friction in creating new cards
Adding a new card to documents had two functional drawbacks:
- "Add a new card" was placed at the bottom of the page creating difficulty
in visibility of this feature. - Newly created cards are empty by default, which was not beneficial.
old card addition design
ITERATIONS
Some early iterations we did bringing a flexible card addition functionality which can be accessed any where the user needs.
❌ Buttons appearing while hovering in between cards can interfere with the content and does not respond accurately
❌ An interruption in the whole experience since charts
and data within a card tend to re-render in this approach
and data within a card tend to re-render in this approach
❌ Add Card placed as a sticky button to the right side. User may find it difficult to judge the placement of the created card
❌ From an engineering standpoint, positioning a newly
created card can be tricky to implement
created card can be tricky to implement
SOLUTION
3. Quick add
After going through different iterations of cards and possible interactions and discussing pros and cons of explorations we finally arrived to this one which was the most ideal one that bought us more space as well as least dev effort to implement.
Card layout restructuring interaction
MEASURABLE IMPACT
Boosted NPS significantly from 30 to 70
Quantifying the user experience gave us a wider understanding on how our customers interacted with the product and noted a boost in NPS (Net Promoter Score) from 32 - 57
- 12% increase in DAU (Daily Active Users)
- 70% task success rate in card creation & grouping
- Considerable improvement in task completion rate & time optimization
- 30% decrease in customer queries.
- 40% Increase in DAU
- 80% Task success rate in card grouping and restructuring
- 30% Increase in documents adoption
TAKEAWAY
Through the length of this project, we observed that multiple design solutions are at times difficult to envision but it is always worth trying & testing out the various perspective and take on things, before discarding any idea. Often times the most simplified interactions or solutions may look basic to us as creators but can perform well with the users.
