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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.

Context

Our Design Team redesigned the Health Insights dashboards as the dashboards were reimplemented in a new Business Intelligence (BI) tool.

Because the Analysts who would be customizing the out-of-box dashboards for our clients were not BI programmers, our cross-functional product team kept the dashboard coding simple, at the expense of some slicker visual design. Our Product Director questioned whether the resulting dashboards had enough "Wow."

My role

I had 3-5 days to respond to the Product Director's question, working alone. I researched state-of-the-art dashboard design, including competitors, designs shared online and cited in "best of" articles, and real-life examples showing our BI tool's visual design possibilities.

I identified what I liked and disliked about each dashboard I curated. I synthesized the strongest characteristics into three coherent "makeovers" of one of our dashboards. I shared my findings with the cross-functional team..

Results

Given this information, the Product Director was satisfied and ultimately agreed with our approach. I was able to use one of the three makeover options to accelerate a Health Equity dashboard design project.