DASHBOARD SURFACE REDESIGN
FOR ADMIN & PRIMARY END-USERS
Addressing Northstar Metrics through Design
Designing for Modular Surfaces
Assess Current Surface against Design principles
Identifying People Problems & Opportunities
Designing to Increase Value & Productivity for Admin & Primary End-user
Point Spire is a Market Research SaaS Product that helps organizations generate insights about their customers to inform business decisions.
Northstar Metrics
In 2023, 20% increase in MAU
In 2023, 110% net ARR
In 2023, 20% YoY increase in bookings
According to Point Spire’s Q3 2023 Roadmap, they would like to address MAU, ARR, and YoY Bookings by greatly improving the Dashboard Surface for Primary End-users & Admin.
Aggreg8
Aggreg8, a Point Spire customer, is a national distributor of sustainable groceries. They use Point Spire to understand their customers, primarily small-chain health-focused grocers – assess their behaviors and plan business strategies.
However, the primary end-user and admin provided feedback that the Dashboard Surface needs to provide more value for their day-to-day tasks.
Alice
Primary End-user
Alice uses Point Spire as her primary tool for her job. She compiles customer insights through analyzing sales data and conducting market research.
She often collaborates with other Data Analysts to generate a monthly snapshot of ALL of customers across the US
Sometimes, she misses activity because she is unaware of actions taken by her collaborators in London. In addition, she is involved in 7-12 efforts at any given time.
Because of the time difference, it’s difficult to sync with her collaborators to understand what steps she needs to take on any given project.
Osaz
Admin
Osaz is the Aggreg8 IT Manager, based in San Francisco. He manages a team of 4 direct reports, 3 in SF, and 1 in London. The team is constantly stretched thin to address Aggegr8’s IT tickets, as well as setting up hardware for new employees.
The Point Spire Admin Dashboard is something he manages himself, delegating more low-level tasks to his direct reports. After 9 months using the Admin Dashboard, he has been vocal with CSMs about the laborious process to manage seats, integrations, and generating reports for the VP of Technology.
Osaz wishes to reduce his time managing seats, as well as, having to answer 1-off Help Tickets for the Point Spire tool.
Conduct Heuristic Evaluation against Point Spire’s Design Principles
Efficiency
Quick access to your content and easily complete tasks
Awareness
Surface relevant activity and know what needs attention
Collaboration
Seamless access to shared content and team communication
Support
Access to help and guidance for new and experienced users
Alice
Primary End-user Problems
She doesn’t know what is the next action
No distinction between collaborative project and individual projects
She doesn’t know what other collaborators have had done
Osaz
Admin Problems
Managing users from the dashboard is unclear
He spends too much time on answering to tickets
Osaz has little time to focus on higher-level tasks
Generating reports isn’t easily accessible
Based on Problems, Identified Opportunities
Help me find more value from the dashboard.
Alice
Opportunities
Help me understand the next action to take on a project.
Help me to easily know what collaborators have done.
Help me prioritize my projects more quickly.
Osaz
Opportunities
Help me to focus on higher level tasks.
Help me to generate reports quick and easy.
Help me prioritize support tickets.
User Interface Explorations & Iterations
Final Design: Alice’s Dashboard
01.
Help me understand the next action to take on a project.
02.
Help me to easily know what collaborators have done.
03.
Help me prioritize my projects more quickly.
Final Design: Osaz’s Dashboard
01.
Help me to focus on higher level tasks.
02.
Help me to generate reports quick and easy.
03.
Help me prioritize support tickets.
Measuring Impact
In 2023, 20% increase in MAU
In 2023, 110% net ARR
In 2023, 20% YoY increase in bookings
Before
After
Metrics
01. Number of engagements with ‘Next Action’ button
02. Decrease in length of projects
03. Increase in amount of projects
Before
After