Services
Data visualization,
Dashboard,
Saas design
Industries
Project management, Productivity
Date
November 2022
1 week Sprint
Team
CEO
Product Designer(Me)
Product Owner
problem
Report page was difficult to read and use
Extracting information from Reporting page is difficult, tiring and the visual design is outdated causing customers choosing more modern solutions
The current design of the Report page in Workdeck makes it difficult for Project Management Team Leaders, C-level executives and Administratives to understand and use important project information.
This creates challenges for making quick decisions and affects their overall experience.
solution
Understandable data visualization is the desired improvement
We redesigned the Report page to ensure staff from all roles can easily access project data in a clear and interactive format.
By incorporating charts, colored labels, and icons, users swiftly grasp vital information for quicker decision-making.
The addition of interactive features enables deeper data exploration.
The modern design not only appeals to new users but also maintains satisfaction among current ones, enhancing Workdeck's user experience and market visibility.
Quick and costless improvement process
The business needed a quick and costless solution to improve the functionality and visual aspect of the software, so it could attract new customers and retain current ones.
A clear and structured, but flexible process helped to achieve it efficiently.
Hypothese
Research
Ideate
Define
Design
Test
Next steps
backstory
Why to redesign?
Despite Workdeck’s rich array of features, customizable options, and appealing pricing, the product was facing challenges in broadening its customer base and outshining competitors.
2021
2022
32%
86%
46%
Customer base growth YOY 2021-2022
scope
Report feature
Reports serve as a means of communicating the performance of both the company and each individual project or department. Data is gathered and presented in one centralized location.
Particularly crucial for C-level executives and management, understanding reported data promptly is vital for making strategic decisions efficiently.
Currently, the design of the Report page is unattractive, making it a laborious task to extract information as it necessitates users to read through each line of numbers.
hypothesis
research
Does it answer user needs?
Before taking any action we did just enough research to know if we were attending the right problem.
Research goal
To gain a deep understanding of users' motivations for utilizing the Reports feature, their expectations for interacting with it, and the tangible outcomes they achieve as a result.
why do users use the Reports feature?
what do they expect it be like to interact with the feature?
what do they achieve thanks to what they find in the Report page?
We gathered feedback from users who had been using the product for 4 months to 1 year.
We identified this group of users as already familiar with all the features; however, they haven't yet invested so much to be reluctant to switch to another product.
Below I broke down Feedback of 20 participants, who use the Report feature at least monthly
C level
Project
Manager
30%
40%
15%
Finance
Admin
10%
5%
other
User's Role
45%
25%
15%
10%
5%
Tracking
project progress
other
Monitor financial
metrics
Allocating
resources
Evaluating
team
performance
Feature's usage
1
5%
2
5%
3
45%
4
15%
5
30%
very unsatisfied
very satisfied
User's Current Satisfaction
Users provided us with candid feedback, expanding on their thoughts through open-ended responses
“The Reports feature allowed me to identify a project that was consistently exceeding its budget, prompting me to reallocate resources and adjust the timeline."
“The data visualization sometimes feels overwhelming and unclear."
“Better data organization would really help me focus on specific metrics that matter to me."
“I imagine a quick summary of key metrics followed by the ability to drill down into detailed visuals that can be customized based on my needs."
To gain a deeper understanding of our users' experiences, it's crucial to empathize with our users. By tapping into their thoughts, feelings, and interactions, we uncovered valuable insights that guided our redesign efforts for Workdeck's Report page.
The empathy map below offers a glimpse into our users' perspectives, helping us to better grasp their needs and challenges.
Says
Thinks
Does
Feels
“I need this month overview of project team performence “
“I want to check how are we doing on the budget for this project so far ”
“ok, let´s read the report... “
“a lot of tools available out there that would make it quicker ”
“Ughh it should be easier...”
Downloads the report in .xls and pastes to Excel file with formula ready to generate graphs
Reads the report, Creates google slides file with charts, re-writes the data in more organized way
Disappointed with the data representation
Tired to go through bunch of numbers
Pain Points
Disappointment with complex data representation
Frustration due to lack of easy accessibility
Time-consuming process of data extraction and organization
Gains
Ability to obtain monthly project team performance overview
Adaptation and manipulation of data through Excel formulas
Achievement of project budget tracking through self-organized charts and slides
Before jumping into defining the solution we wanted to make sure our strategy was right. To increase our chances on the market we needed to know first:
How do our competitors help their users to achieve their goals?
We thought it would be a great help to examine the products we are competing with. We had a lot of questions: Do they offer a Report feature? If so, how does it function and appear? How do they assist their users in reaching their objectives?
We checked the 3 most popular project management tools:
Monday.com
Asana
ClickUp
Highlighted takeouts
Design Practices Employed
UX Result
Grouping Data into Categories
Enhanced clarity and reduced information repetition
Visualize data with charts
Improved data comprehension and insights
Utilize interactive widgets
Seamless navigation for both overview and details
Incorporate distinct colors
Easy differentiation of elements and groups
Integrate avatars and icons
Reduced cognitive load and improved user understanding
define
Brainstorming ideas and defining project goals
After gathering and analyzing findings from the research phase
we ran a workshop and approached the discovered found challenges as opportunities.
We asked ourselves How Might We... solve the issues we had one by one.
How might we…
Delight users with our report feature
How might we…
enable easy navigation
How might we…
Make data interpretation on the Report page more intuitive
How might we…
Remove unnecessary steps from the report flow
We were then able to precisely define the Report page redesign goal.
Project Goal
Transform the Report page into a user-friendly data hub, enabling Executives and Project Management Team Leaders to make informed decisions efficiently, thereby enhancing Workdeck's competitive edge in the market
design
Reading data needs to be easy
We looked at our reports page and decided to group repeated numbers into charts and widgets
Without further ado, I put myself into work. I chose the appropriate data representation method for each information group and began to organize it on the page.
I considered the hierarchy, scalability, and the actions users take after interacting with our Reports feature.
I carefully designed a new, modern, clean aesthetic that will later be applied to next Workdeck features, giving users the feeling that they are interacting with a trustworthy, professional, and future-proof product.
Final result
Testing, Learning, Impact
User Testing Validates Enhanced Functionality and Satisfaction.
To validate our design improvements, we created a prototype and engaged users in task-oriented interactions.
Our participants were asked to perform specific tasks using the prototype, providing us with valuable insights into its functionality and user experience.
As part of our commitment to data-driven decision-making, we meticulously measured the impact of the redesign. The following results underscore the success of our efforts:
Task completion
New and frequent users are completing tasks with greater success rate, less confusion and less repetition
Faster time on Task
It takes users 42% less time to complete tasks they performed already or new to them tasks.
User satisfaction
In surveys and interviews Users confirm they are more satisfied when using Reports section now. They cannot wait to the next updates.
We observed a positive shift in users' impressions. As they interacted with the redesigned Report page, a sense of relief and engagement was palpable among them.
The new reports tool is a breath of fresh air. I can effortlessly switch between templates, making it easy to compare different sets of data.
Sonia, Project Manager
I can dive into the details by simply clicking on elements on the dashboard. It’s so interactive!
Daniel, Administration
The visual representation of the report results through charts is fantastic. It helps me quickly grasp the key insights without getting overwhelmed with raw numbers.
Monica, Business Strategy
next steps
Features prioritization
After the success of Reports feature redesign it’s important to define the direction for Workdeck, take a look at the functionalities and implement the change gradually.
Dashboard
Expenses
Purchase
Launch the changes gradually
For the success to be measured the Executives team will set KPIs and Marketing, Product and Development team will enhance the platform so it satisfies user needs better than ever.
Innovation
As there is already tens of project management tools, and all of them are undoubtfully high quality - to gain competitive advantage it’s crucial to study the market and come up with innovative, distinctive solution and delight our users.
