Create custom data visualization and dashboards
About the company
Sweet Systems is a company that helps small and big businesses to go digital. There are a few services that a customer can purchase and use, such as: CRM, case management, digital forms, project planning, automation etc.
Overview of the project
Create a Cloud based software from scratch which will allow our customers to use their data and create custom data visualizations and dashboards.
My role
- Requirements discovery
- Requirements documents
- User stories and scenarios
- User research
- Interaction
- Visual design
- Prototyping
- Testing (QA)
- Built a design system in Figma
- Onboarding process for new users
- Manuals and help pages
- White papers
- Create and update our site with Product info
Project
Organizations collect data everyday through our services. They would like to gain meaningful insights from their data and make data driven decisions. Our customers want to be able to create their own custom data visualizations and dashboards and be able to share with their team members.
Create an MVP
Your hands are fully open when you start a new project from a blank page. Our main goal was to meet the needs of our customers, but at the same time build a minimum viable product with lots of useful features.
User research (Discover and Define)
The very first step before creating our product vision map was to learn about our current and potential customers. I gathered information by using different user research methods, such as:
- Interviews with customer success team members
- Interviews with sales team
- Competitive analysis
We needed to ask ourselves some questions in order to better understand the problem we were trying to solve:
- What is the root of the problem for our customers?
- What are some of the specific pain points with the current solution?
- Who will be using it?
Analyzing data
After the research, together with the team, we identified many different user personas, scenarios, user journeys and user flows. The information we collected helped us to prioritize the needs and develop our solution statement.
Wireframing the solution
Based on the needs, goals and identified problems, I worked towards creating good potential solutions for different features.
Validating the designs and conducting usability testings
I conducted usability testing sessions with our customers and internal users to validate whether the designs would solve their problems. During the sessions, I observed how they interacted with the prototypes.
Developing the designs
The new product had to follow the same design patterns as the other Sweet services, so our customers would feel that they work within the same system. I created high fidelity prototypes in Figma by following the Sweet’s design patterns.
User stories and prioritization
I divided the prototypes into small user stories and prioritize them based on the customer’s needs and goals.
Iterate, Iterate and Iterate
User testing before launching the product
Before launching the product into the market I conducted multiple user testing just to make sure we are delivering the correct solution.
After launching the product
In order to collect more customer’s feedback and include that in the feature interactions, I hold demos to stakeholders, current and potential customers.
Personal growth
I've grown tremendously in the two years, some key achievements of which I have listed below:
- Implemented a better design process: This has helped our team to listen and to follow the needs and the goals of our current and potential customers before implementing new features
- Established a design system: This has helped the product team to follow the same design patterns across all services.
