Administrator Dashboard

Skills & Tools

User Research, User Interviews, Information Architecture, Wireframes, Visual Design, Prototyping, Design Specifications

Balsamiq, Sketch, Invision

The Problem

Administrators didn't know where they could go in the system for information pertaining to the health of their institution.

Understanding The Problem

It was important to meet with administrators to understand why they couldn't find the information they needed and what information they were looking for on a daily basis. I was interested in getting a holistic view of the problem so I met with members of Product and Customer Success to understand the needs of these users. Knowing what data was important to access, I mapped out potential flows users could take from a singular location.

User Map

This flow needed to be validated with internal stakeholders. I ran a whiteboarding session asking multiple members of the team to brainstorm some ideas on what information these administrators needed to see.

Whiteboard Session

Three Pain Points

Here are three big problems from user and stakeholder discovery and how I set out to solve them:

1

Look & Feel

Users didn't like how dated the product looked and weren't excited to login every day. By modernizing the UI and setting this as their home screen, it made sure administrators checked this data on a daily basis.

2

No Central Information

Metrics users needed were buried in the system in disparate locations. By finding which of these metrics were most relevant and combining them together on one dashboard, users would spend less time digging in the system for what they needed.

3

No Way To Keep Track

Users had a hard time remembering and keeping tabs on tasks they needed to complete. Giving them a tool that allowed them to create their own to-do list introduced self-management of tasks.

The Solution

Taking the information from the whiteboarding session, I created a wireframe using Balsamiq to illustrate some of these concepts. This wireframe was validated with more administrators to determine all needs were being met.

Example User Interview Questions:
  • What's the first thing you notice on this dashboard?
  • How would you compare data from location to location?
  • What's missing from this screen that would help you complete your daily tasks?
Project Wireframes

After incorporating user feedback, high fidelity mockups were created. Since this dashboard was part of a larger application, I needed to marry the old with the new to make sure the experience wasn't too jarring to users. By evaluating existing UI and design patterns, I was able to introduce some more interesting visual design while still keeping consistency with the rest of the system.

High Fidelity Dashboard

I sent off detailed design specifications to the development team and stayed involved with the project all through launch.

Result & Next Steps

After the feature was launched, I worked with members of the Product and Customer Success teams to send out a survey to collect data about the new dashboard. Overall feedback was positive with the main comment being how easy it was to quickly assess the status of the locations they managed.