Arquivei

Main Insights from the Interviews

1. Error Detection

Many users expressed frustration that they had to manually review invoices for mistakes, which was time-consuming.

2. Dashboard Clarity

Several users highlighted that the dashboard’s design was cluttered, making it difficult to quickly identify important issues.

3. Automation Needs

Distributors and RSMs wanted more automation to help flag missing or incorrect information without needing to manually sift through data.

Collaborative Problem Mapping Session

We held a collaborative session involving the project manager, developers, and client stakeholders to map out and understand the key problems identified through user research. The session focused on identifying the root causes of these issues and aligning perceptions across all teams.

Opportunities identified during the session included:

Simplifying the Dashboard

Users found the dashboard overwhelming, with some preferring the report page as the default and feeling that charts weren’t useful. Both developers and clients agreed that simplifying the data presentation could help users focus on key tasks and reduce confusion.


Automating Error Detection

reported delays in updating invoices, even after ITS updates, and manual checks for quota issues. Developers saw this as an opportunity to introduce automation, reducing the need for users to manually track and resolve errors, streamlining the process.


Improving Data Accuracy and Visibility

The client emphasized the need for better data accuracy, especially for quota management. Automation would not only reduce errors but also provide real-time updates, ensuring that users could trust the information displayed on the dashboard.

User Flow Mapping

We also conducted a collaborative session to map out the User Flow for our primary users—distributors and regional sales managers (RSMs).

The goal was to visualize their current workflow, from accessing the dashboard to resolving errors and tracking quotas, while identifying the most critical pain points and opportunities for improvement.

Assumption Mapping

In preparation for design, we mapped out the key assumptions based on our Opportunity Tree and optimized user flow, identifying potential risks and validation plans for each key solution. This allowed us to tie our experiments directly to user needs and prioritize improvements.

By clearly identifying potential risks and establishing specific metrics for each experiment, we ensured that our development efforts were data-driven and focused on enhancing the user experience where it mattered most. This approach helped us streamline the decision-making process, prioritize solutions with the highest impact, and track success through measurable outcomes.

Wireframes

The wireframes were a direct result of the collaborative sessions in the Ideate phase, particularly the Opportunity Tree and user journey mapping exercises. We prioritized features that addressed key pain points, such as:

Real-Time Quota Updates

One of the critical issues identified was the need for up-to-date quota visibility. This led to the design of a dedicated Quota Management Section, which gave distributors and RSMs a clear view of quotas, color-coded for easy interpretation.


Enhanced Error Detection

Based on the opportunity to automate error detection, we integrated more visible and actionable error alerts in the dashboard, allowing users to resolve issues quickly.


Customization of Homepage

Stemming from user feedback in the discovery stage, we gave users the flexibility to set their preferred homepage, such as the quota view or error tracking, providing a more tailored experience.

High-Fidelity Prototype

After refining the wireframes based on early feedback, we transitioned into the high-fidelity prototype stage.

Our main focus was on ensuring that the design updates would address the pain points uncovered in earlier sessions, such as enhancing data visibility and offering users the flexibility to toggle between list and chart views. Both distributors and RSMs had unique requirements, and the prototypes were designed to meet these specific needs.

Distinct Views for Distributors and RSMs

The dashboard was designed with two primary user groups in mind: distributors and Regional Sales Managers (RSMs). Each group had access to different data sets and features, tailored to their needs.

RSM View

RSMs required visibility across all distributors they managed.

The high-fidelity prototype provided a bird's-eye view of key metrics like quota management, error rates, and operational summaries for each distributor. This allowed RSMs to oversee performance at both a macro and micro level, making them more efficient in identifying bottlenecks or issues.

Note: I currently do not have access to the original mockups for translation, but I am working on retrieving them for further updates.

Distributor View

Distributors, on the other hand, had a more focused dashboard view that displayed only their own operational data.

Key features included real-time updates on quotas, automated error detection, and customizable data visualization options, enabling them to handle day-to-day tasks more effectively without being overwhelmed by unnecessary information.

Because we had already gathered significant usability feedback during the wireframing phase and worked closely with the front-end developer, who confirmed the ease of implementation, we decided to move forward without additional usability testing. Instead, we aimed to quickly bring the design into the live environment, where real user interactions would provide more authentic insights and allow for rapid iteration if needed.