To transform the data obscured in an overwhelming dashboard into insights an account executive can understand and share.
Lead user research and design strategy
Process Mapping -
User Research and Synthesis -
Refine User Needs and Problem Statement -
Define Design Drivers from User Needs -
Lo-Fi Prototypes -
Specify Data Visualizations and Interactions -
Final Clickable Prototype
A predictive analytics dashboard for non-technical users
who need clear insights quickly
IMPACT
Save expert analysis for only top 5% of data requests
Reduced time-to-insight from weeks to minutes
“This is so intuitive, it could become a tool we can show directly to clients to answer questions about high spend”
- CUSTOMER USER
6-figure predictive analytics deal
PROCESS
It took our customer weeks of work to deliver critical insights and recommendations to clients.
Their clients expect them to tell them when they should update their vehicles or identify patterns of issues within their fleet to reduce costs.
Our customer had ALL the data but it took weeks to turn that data into insights.
The existing tool was too advanced for their account executives.
They could not make sense of the data.
“No clear action of what I’m supposed to do”
“I forget what each term means”
“It’s a great tool, but what is it telling me?”
“All the stats blur together”
Account Executives need to make their clients happy
Analysts need access to all the data
Clients need to take action
How might we enable Account Executives to deliver insights to customers independently and immediately?
We translated the user needs into design drivers.
We created digital sketches to make the requirements real.
Every chart was precisely designed to highlight key metrics in an intelligible fashion.
Visual hierarchy, small graphics and tooltip interactions combined to make an intuitive tool for account executives.
IMPACT
Save expert analysis for only top 5% of data requests
Reduced time-to-insight from weeks to minutes
“This is so intuitive, it could become a tool we can show directly to clients to answer questions about high spend”
- ACCOUNT EXECUTIVE