Growing business needs demanded robust dashboard features for Operations teams to make sound financial decisions for clients. I was involved in the research, design, and testing of potential new features and redesigning existing interaction patterns within dashboards
UX Designer - Tanya Kuruvilla
Engineers
Product Manager
Visual Designer
Project Manager
User Research, Interaction Design,
Wireframing, Prototyping, Usability Testing
Bank of New York Mellon - Operations teams (Internal), Investors (External)
4 months
Figma, Axure, Adobe Illustrator
The operations team spent an enormous amount of time in widget manipulation required for widget comparisons and effective decision making leading to lesser time spent on important activities such as deriving data insights from dashboards
The bank extensively uses dashboards for multiple reasons such as managing an investment portfolio for a High Net-worth individual, informing clients about possible financial risks, settling deals with clients etc
Businesses believed that data analyses efficiency could be improved by redefining dashboard standards and introducing new features within existing dashboards
Since dashboards were extensively used for data analysis, I had to first study how teams interacted with dashboards. I conducted Contextual Inquiry with a few operations teams.
Teams spent an enormous amount of time manipulating widgets instead of deriving business decisions from them.
Reduce the widget comparison time by atleast 30%
Provide solution that requires least development time
There were over 1000 existing dashboards. Proposed design solution had to be minimal and effective to make changes in all existing dashboards
To incorporate the ability to duplicate widget within dashboards, I studied how widgets were added, removed, modified and dragged in the existing system
Card-view of widgets in widget catalog
Add button on the widget to select and close button to remove selection
Pop-up modal scroll through 200 widgets
Duplicate a widget within a dashboard
Low development time
Easy to add changes to over 1000 existing dashboards and new dashboards
Create tabs within a dashboard with multiple instances of a dashboard
Apply different filters, derive different insights for each widget and publish only the insights
High development time
If a widget were to be compared 5 times, 5 instances of the dashboard had to be created with no control on number of tabs.
Adding counters within each widget card to add multiple instances of the same widget on the dashboard is fairly straightforward
Excessive clicks to access the widget catalog modal when the user was unsure of the instances of a particular widget required.
Adding a menu option ‘Clone Widget’ within the widget menu did not require any changes within the widget catalog modal.
The PM and the engineers found this a very smooth and simple change to implement
Extensive scrolling within the widget catalog modal when widgets were over 10 in number.
Reducing scroll - Widget numbers exceeded 100 and grid view was a better option considering scalability.
Existing mental model - Most teams were used to grids over cards in other applications.
To save development time, product managers and engineers preferred the existing card layout
Participants spent 50% lesser time on grid version versus the card version
To balance the requirement of the PM and the users, I chose to provide the option to toggle between the grid view and the card view
50% Faster Widget Comparison
Operations team were able to make comparisons faster using the 'clone widget' feature
'Cloning' extended from Widgets to Dashboards
The 'Clone' concept was a fit for dashboards as a whole and led to the introduction of the 'Clone Dashboard' feature to reduce the time taken to manually create dashboards with similar widgets
