Leveraging partner buy-in through improved dashboard and data collection experience

Dashboard update for Renova

Summary

The previous dashboard was a rushed build that was slowing down partner buy-in. The old dashboard was built and designed by the development team under some time and resource limitations. While it fulfilled its part as an MVP, there were obvious shortcomings.

Role
Lead UX/UI Designer, collaborated with CEO, CTO and lead developers

Scope
User research, ideation, user flow, visual design

Skills
Figma, Wireframing, prototyping

Team
CEO, CTO, CFO, developer

The challenge

The original version of the client’s dashboard was failing to meet these business goals:

  • Scannability

  • Scalability

Based on listening to the client team and their key findings, it was difficult for the partners to skim and find information quickly due to the poor organization of the dashboard and too much information. The previous dashboard was not set up for potential scaling of the business such as adding more essential features.

Why are we doing this? (value)

  • Increase the number of partnership contracts

  • Attract and gain investors

  • Improve efficiency and ease for users

Our hypothesis was that, If we create an intuitive and scalable dashboard:

  • Users will save time when finding and exporting the data they need

  • Users will feel less frustrated and in turn trust in the brand more

  • Levels of partnerships and investor buy-in will increase

Considerations and constraints

  • I was tasked with delivering redesign solutions under a tight deadline

  • The developers expressed there is a skill limit and asked for a design

Site mapping helped me to understand the hierarchy of information and technical architecture.

Based on the results of a quick card sorting test I conducted, and the needs of the team and future partners, I mapped out the elements of the platform to create an intuitive experience that makes it easy and efficient to find and read complex data.

Solution

The redesigned dashboard reduced overwhelm while allowing for complex data intake.

Users are now given access and can view complex performance data with room for scalability as the company scales and expands features.

Impact:

  • Improved efficiency by 30%

  • Increased the client’s value in a $70 billion market

  • Contributed to partnership buy-in

Next steps:

  • Allow for further dashboard customization to fit users’ individual reporting needs

  • Add in new features based on company’s next steps and offerings, such as new tabs and filtering options

Key learnings:

  • Not every piece of information is important. I learned to prioritize the most crucial information to reduce information overload and as a result increase the value of the platform.

  • Building an MVP challenges the fine balance between time and value while also not sabotaging yourself or the next designer with redesigns because it’s easy to create an MVP or solutions that are easy fixes rather than sustainable fixes.