Empowering business professionals with self-service analytics
Empowering business professionals with self-service analytics
As a Designer at IBM Industry Solutions (2014 - 2016)

Context

A government client's CIO sought to enable Business Users with easy-to-use analytics so the Business Users could rely less on the few available Analysts. Also, Analysts could focus on their strategic work items instead of handling one-off requests from Business Users.

After engaging with IBM Research for months, the CIO was ready to see UX designs when our Development team became involved. I could access 40 pages of Research interviews but could not conduct additional interviews.

My role

I was tasked with designing a configurable analytics framework after understanding the shared and unique analytic tasks of personas and their departments in the ecosystem.

I carefully parsed the 40 pages of existing user research. I organized it into use cases by the nature of the analytic task. I distilled that into a 1-page model that I validated with the client. I then was able to design a flexible user experience that addressed the varying needs, including report scheduling and report templates capturing Analyst wisdom.

Results

The CIO praised me for "anticipating the needs" of a variety of Business Users, to whom I now was granted access. I engaged them in Design Thinking workshops to co-create designs for additional use cases.

Tricia has successfully assessed the needs of a wide range of stakeholders and applied effective solutions which our user community has noticed.
- the city CIO

Human problem

Business users in a city, such as economic planners, police detectives, and regulatory inspectors lacked the tools they needed to run their own analyses at any given time with the data of their choice. Instead, they had to rely on their respective departments' business or data analysts to do it for them, a process that wasn't quick, easy, or automated..

Business problem

Inefficiencies were created as departmental analysts and IT specialists were flooded with ad hoc requests, interrupting their focus and the in-depth analysis for which they'd been hired.

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The funnel effect - Analyst as choke point

Design approach and challenges

My challenge was to design a user experience for a specific analytic, such as crime hotspot analysis, while also designing a flexible, extensible analytic framework. My approach included personas, hills workshops, playbacks, task flow diagramming, and other typical Design Thinking techniques, as well as a deep-dive into user analytic needs.

Generative research played a key part, even though I couldn't contact end users. Another team had spent a year interviewing various users and stakeholders at the client's site. The client wanted a framework design now! I raced to mine more than 40 pages of raw interview notes for trends in actionable insights for departments and individuals.

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I identified six business contexts for using analytics, such as operational planning. I found four usage spectrums, such as running a pre-canned analysis (on one hand) to supporting real-time iterative, ad hoc exploration (on the other hand). Now that I knew the variables in my framework, I could design for flexibility. 

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Concept model I derived from 40+ pages of user interview transcripts

Human outcome

Business users could analyze their choice of data, using the best way for them: scheduling reports, starting from templates, or exploring ad hoc.

Business outcome

Entire departments could be more efficient as analysts captured their expertise in templates for their business colleagues, freeing up time to focus on their core missions. Business users could create and share templates amongst themselves as they gained experience.

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The multiplier effect - Analyst as catalyst

Apologies for the grainy images. It's on my to-do list to recreate them. Happy to walk you through them.