Admin Dashboard
Admin Dashboard
Design and workshop facilitation for a reports dashboard that decreased support tickets by 30%
Design and workshop facilitation for a reports dashboard that decreased support tickets by 30%
CompanY
Next Steps Idaho
Statewide platform that helps Idaho students explore careers, plan for educational paths after high school.
Statewide platform that helps Idaho students explore careers, plan for educational paths after high school.
ROLE
ROLE
Lead Product Designer
Facilitation, Prototyping, High Fidelity Mockups, Information Architecture
Facilitation, Prototyping, High Fidelity Mockups, Information Architecture
Timeline
Timeline
3 months
AS DESIGN LEAD,
AS DESIGN LEAD,
I designed a new data-rich table dashboard allowing admins to view student progress by facilitating workshops and improving information architecture.
I designed a new data-rich table dashboard allowing admins to view student progress by facilitating workshops and improving information architecture.
I designed a new data-rich table dashboard allowing admins to view student progress by facilitating workshops and improving information architecture.
30%
30%
Decrease in ticketing
12.5%
12.5%
Time saved in sprint
LEGACY DESIGN
LEGACY DESIGN
The outdated, confusing and unintuitive platform caused admins to constantly call staff for support to help guide them to the right pages they needed.
The outdated, confusing and unintuitive platform caused admins to constantly call staff for support to help guide them to the right pages they needed.
The outdated, confusing and unintuitive platform caused admins to constantly call staff for support to help guide them to the right pages they needed.
Repetitive filters
Repetitive filters
Filters applied to one dataset, while time filters controlled a separate dataset on the right.
Filters applied to one dataset, while time filters controlled a separate dataset on the right.
Login/Accout metrics
Login/Accout metrics
These were the points of access to get deeper data, which wasn't apparent.
These were the points of access to get deeper data, which wasn't apparent.
Arbitrary metrics
Arbitrary metrics
Bookmarks didn't seem wholly necessary for admin to know as their more important data sets.
Bookmarks didn't seem wholly necessary for admin to know as their more important data sets.
Repetitive filters
Filters applied to one dataset, while time filters controlled a separate dataset on the right.
Login/Accout metrics
These were the points of access to get deeper data, which wasn't apparent.
Arbitrary metrics
Bookmarks didn't seem wholly necessary for admin to know as their more important data sets.
INFORMATION ARCHITECTURE
Reporting pages could be accessed at any point—where Information architecture was non-linear—creating massive confusion.
Reporting pages could be accessed at any point—where Information architecture was non-linear—creating massive confusion.
Reporting pages could be accessed at any point—where Information architecture was non-linear—creating massive confusion.
Users could go down a rabbit hole because each page could access to all grades of reports. This was really frustrating to the admin and they called customer support for guidance because of it.
Users could go down a rabbit hole because each page could access to all grades of reports. This was really frustrating to the admin and they called customer support for guidance because of it.
FACILIATION WORKSHOP
FACILITATION WORKSHOP
Stakeholders initially requested nested data tables with six datasets in a single column. In a workshop, I challenged this assumption.
Stakeholders initially requested nested data tables with six datasets in a single column. In a workshop, I challenged this assumption with a wireframe I designed and walked through.
Stakeholders initially requested nested data tables with six datasets in a single column. In a workshop, I challenged this assumption with a wireframe I designed and walked through.
I discovered their “all-in-one” solution came from needing a clearer, more focused way to access student data on the district, school, and individual level.
I discovered their “all-in-one” solution came from needing a clearer, more focused way to access student data on the district, school, and individual level.
REFINED INFORMATION ARCHITECTURE
I ensured that IA uses the same drill-down pattern at every level, making it easier to navigate, more predictable, and less mentally taxing for users.
I ensured that IA uses the same drill-down pattern at every level, making it easier to navigate, more predictable, and less mentally taxing for users.
Final Design: With distinct color coding for data, clear breadcrumb navigation, and a focus on activities as the primary entry point, the design enables districts, schools, and students to easily track progress around activity completion.
Final Design: With distinct color coding for data, clear breadcrumb navigation, and a focus on activities as the primary entry point, the design enables districts, schools, and students to easily track progress around activity completion.
Drop down menu
Drop down menu
Easy to access all statewide activities to see how all schools and students completed it.
Easy to access all statewide activities to see how all schools and students completed it.
Individual student list
Individual student list
Admins had access to view students in a particular school and access their school info.
Admins had access to view students in a particular school and access their school info.
Final Design: Interactive prototype
Final Design: Interactive prototype
Final Design: Interactive prototype
THE RESULTS?
THE RESULTS?
Admins reported since launch, reporting felt "seamless" since they knew where and how to find all information on all levels and quickly generate reports
Admins reported since launch, reporting felt "seamless" since they knew where and how to find all information on all levels and quickly generate reports
The admins also noted they called in support less to ask about the reports dashboard.
The admins also noted they called in support less to ask about the reports dashboard.
DESIGN TAKEAWAYS
DESIGN TAKEAWAYS
Design is more than just pixels. It's about strategy.
Design is more than just pixels. It's about strategy.
In this project, my design team ultimately prioritized speed in for the clients business requirements. However, I felt advocating for any type of user research or validating assumptions led to a more effective and efficient outcome.
In this project, my design team ultimately prioritized speed in for the clients business requirements. However, I felt advocating for any type of user research or validating assumptions led to a more effective and efficient outcome.
Final Design: Based on user and stakeholder feedback, in the final iterations, I incorporated a bolder color palette to distinguish states of completion, emphasized iconography, and categorization for a more intuitive interface.
Navigational tabs
Reorganized sections and grades into tabs, streamlining navigation and improving content accessibility.
states of completion
By using icons and color, students could easily tell what was urgent, what was done, and what to focus on next.
Interactive Side bar
The separation of grades and lessons make it unclear to users that these elements were intended to be related.
Upcoming events
To boost visibility, I created an ‘Upcoming Events’ section linking Next Steps Idaho programs in the dashboard.
Navigational tabs
Reorganized sections and grades into tabs, streamlining navigation and improving content accessibility.
states of completion
By using icons and color, students could easily tell what was urgent, what was done, and what to focus on next.