Project overview
As project lead, I led a dashboard redesign to optimize user experience and interface design, collaborating with product manager and developers.
Team: Product Designer, Product Manager
Tools used: Figma, Dovetail, Confluence, Jira, MS Powerpoint
Background: Dashboards team conducted a survey in July 2020 to help prioritize future efforts to increase adoption of New Dashboards. This effort aligned with the Product Goal O3-KR2: Increase product adoption by address high-priority strategic competitive gaps in our core solutions.
Problem statement: Customers found it hard to switch / adopt the New Dashboards due to Performance and usability issues. Only 25% of users had adopted the New Dashboards so far.
Goal: BlackLine launched it’s dashboard in 2020 but not many users adopted it. The goal was to increase the adoption and usability by 100% by end of the year.
Methods used: Roadmap planning, Heuristic evaluation, Moderated interviews, Redesign user interface, Usability testing, Executive summary with final hand over to the developers.
Homepage/Dashboard
Initial findings based on the qualitative research (Old UI):
Performance Issues
Usability Issues
Feature parity (incompleteness of the workflow)
Next steps based on the prioritized recommendations:
Usability test findings:
All users were able to complete the tasks successfully (example: editing a widget, adding a new widget, moving the widgets)
Users preferred the new visual graphics presented to them
Divided the dashboard between two tabs, per users need to see the graphics in more tabular data form than graphics. Table view worked better for the accountants and analytical for managers to have a holistic view.
Editing a widget took less number of steps and was more discoverable with the new designs.
Adoption increased to 60% by end of the year.