I conducted user research and mapped out the user flows to aid with designing the dashboard.
It should be noted that this project is not finished and missing many final designs due to changes in company priorities.
UX Designer, UI Designer
March 2022 — March 2023
Before starting any project, it's vital to understand the problem or the challenge we are trying to solve. Why does it need to be solved and what are the key areas involved. The main frustration identified that led to this project was the bad user experience for our operations team using the current platform. The services were slow and very manual.
The current platform is not scalable and relies heavily on manual processes. This leads to inefficiencies, particularly for the operations team who need to manually add numerous statements to each project.
The current platform, built quickly as an MVP, lacks user-centered design. Checking project funding details is tedious, requiring frequent screen changes.
The current platform isn't scalable, lacks easy access to project summaries, and has no automated invoicing process, requiring the accounts team to manually check data and create invoices.
Workshops and interviews were conducted to understand the operations team's needs and frustrations with the platform. A decision was made to buy a tool short-term and build a scalable solution long-term. Key improvements identified included a clear table for claimant data, designated customer and payee information spaces, and infographic widgets for easier data visualisation.
After identifying user personas and studying use cases, we created workflows for each tab based on user interactions. We added infographic widgets to visually present data, aiding the operations team. Constant testing ensured all features met their needs.
These designs highlight some iterations we went through to get to our final concepts.
During these design sprints, we did user testing with operations teams to hone in on changes and feature development.
The designs presented below are only concept designs as there was a change in business direction resulting in this project being halted.
The project timeline didn't allow for all desired features. We prioritized and phased them, reinforcing the importance of realistic planning in design.
User feedback is crucial for identifying issues, but users might not know the best solutions. Designers take feedback, create designs, iterate, and share them to reveal potential solutions, rather than just modifying the current tool.
