Data Visualisation- Summary | Precious UX Design

Siro's Data Visualisations

SIRO'S DATA INTERFACE RESEARCH AND REDESIGN

(Summary Case Study)

The Siro Dashboard Redesign project aimed to revamp the company's data visualisations, making them more appealing and user-centric.

My Role

Conducted UX research, including surveys, interviews, and tests.
Developed presentations and presented findings to stakeholders.
Defined audience segments, customised reports.
Designed wireframes, prototypes, collaborated with BI and engineers.
Created reports for directors, reducing workload.
Conducted user testing, gathered feedback, and iterated accordingly.

Project Outcomes

50% reduction in task completion times through new features.
Increased user satisfaction by 40%.
Branded and presentation-ready reports saved account directors 6 hours per task.
Enhanced user experience, leading to better decision-making and operational efficiency.

Tools

Power BI (Data Visualization)
Figma (Wireframing, Prototyping)
Miro (Collaboration, Ideation)
Canva (Visual Design)
Open AI (Data Analysis, Idea Generation)
Otter.ai (Transcription)
Microsoft Azure (Project Management)

The Ask

1. Improve the overall quality of the company’s data visualisation
2. Make it easy to view and understand the data
3. Give the users the exact data they need, not necessarily what we think they want
4. Brand the data, especially those presented to external stakeholders and make them presentation ready

Research

Created a comprehensive research plan, gathering quantitative data through surveys and qualitative data through interviews and user tests.
Collaborated with BI experts to understand goals, past complaints, and desired outcomes.
Utilized AI to generate targeted survey and interview questions.

This iterative process led to dashboards that reduced each account director's workload by 6 hours monthly, increased dashboard engagement by 60%, and improved the understanding of report contents by 74%. Utilizing tools such as Power BI, Figma, Miro, Canva, Open AI, Otter.ai, and Microsoft Azure, I created visually appealing, user-friendly reports.

From the research, I was able to clearly define our target audience and categorise individual users into those groups. We have the Advanced users, the intermediate users and the basic users. So, where it used to be a one-size-fits-all type of thing, now it was a different kind of report for each category of user

I used Miro to highlight these.

Wireframing and Iteration

The next step was to implement the research. I started by editing the existing dashboards. From the research, it was clear that we needed to edit the existing reports to make them a lot more appealing and easy to read.

So, for this, I did a good scan of what others were offering. I looked on Google and Pinterest for beautiful, easy to read, user friendly power BI reports. I then created mood boards from them.

Defined target audience segments: basic, intermediate, and advanced users.
Edited existing dashboards for better readability and visual appeal.
Benchmarked designs against leading platforms like Facebook, Spotify, and Google.
Created and tested wireframes and prototypes, iterating based on feedback.

Overcoming the limitations of Power BI

Went straight into prototyping.
Created prototypes for reports in Figma.
Conducted user tests and iterated designs.
Replicated Figma prototypes into Power BI.
Took tutorials to learn Power BI and make it work for our needs.

Basic users mostly want clear and concise information, better visual appeal, and easier access to reports. So, I worked on some dashboards specifically for the a basic user.

Those reports have little to no filters, they have more visual appeal and I added an information buttons on many of them to this one to help the user understand the metrics they are looking at better.

The intermediate users care more about more filters, better data visualisation, and insights for commercial teams. So, I designed some specifically for them and I put filters there for them to be able to view the data better. I did not need to put information buttons on these ones as it is assumed that the user is more familiar with the data being shown.

Advanced users mostly want access to underlying data, more filtering options, and performance comparison with historical data. So, I intentionally designed many of the dashboards to show historical data more concisely and make it easy for the users to analyse them.

User Testing and Enhancements

Implemented user feedback to refine dashboards.
Designed dashboards to meet specific needs of basic, intermediate, and advanced users.
Worked within Power BI limitations to optimize design and functionality.

Previously, it took 6 hours to download, edit, and reformat reports for PowerPoint.
The process was tedious and time-consuming, but they were used to it.
Collaborated extensively with marketing on branding and colors.
Successfully streamlined the process, exceeding expectations.

Now, instead of spending 6 hours each on this task, account directors can get it done in a matter of minutes with just one click, because the data is now well-presented, easily readable, and presentation ready.

Key Learnings

Early involvement of the marketing team could have streamlined the process.
Regular user testing and feedback are crucial for continuous improvement.
Understanding domain-specific knowledge enhances the research and design process.

The Siro data visualisation project significantly improved the usability and appeal of dashboards, leading to higher engagement and better decision-making, ultimately enhancing the efficiency and satisfaction of account directors and stakeholders.