Analytics Dashboard

Kitt Tucker

Launch Project

Kitt Tucker

Analytics Dashboard

Year

2024

My Role

Product Design Lead

ProService Admin Dashboard Redesign

ProService’s Admin Dashboard redesign was a pivotal project aimed at modernizing the HR experience for administrators while aligning with strategic business objectives. The redesign introduced a streamlined interface and enhanced data-driven insights, creating a foundation for future applications. The result was a user-centered solution that balanced innovation with operational efficiency.

Challenge

The existing Admin Dashboard at ProService was outdated, unintuitive, and failed to meet the evolving needs of HR administrators. Users expressed frustration with poor navigation, limited functionality, and a lack of actionable insights, hindering their ability to manage critical HR tasks efficiently.

These shortcomings not only impacted user satisfaction but also limited ProService’s ability to differentiate itself in the market and achieve its strategic goals for growth and adoption.

Solution

The primary goal of the Admin Dashboard redesign was to modernize the user experience for HR administrators while aligning with ProService’s strategic objectives. This included driving growth by increasing market adoption, enhancing customer value through improved functionality, and improving overall customer satisfaction.

The redesign introduced an intuitive interface, actionable insights, and scalable architecture, establishing a strong foundation for future product iterations.

Approach

To tackle the challenges of the Admin Dashboard redesign, a user-centered design approach was employed. This began with in-depth research, including interviews with ProService employees, subject matter experts, and HR administrators to uncover pain points and desired functionalities.

Additional insights were gathered from NPS scores, Salesforce data, and support emails to form a comprehensive understanding of user needs. Collaboration was key throughout the process, involving cross-functional teams such as product management, development, and branding to align the redesign with technical capabilities and business objectives.

Initial wireframes were created to address user priorities, with iterative improvements made to balance innovation with operational feasibility.

Outcome

The redesigned Admin Dashboard introduced a modern, streamlined interface that prioritized usability and data-driven decision-making. Key features included enhanced navigation, improved Favorites functionality, and intuitive Employee Management tools, all tailored to address user feedback.

Additionally, the redesign incorporated visual data insights, such as charts and graphs, to align with ProService’s strategic objective of offering new functionality. This solution provided administrators with a more efficient and engaging experience while laying the groundwork for future iterations based on user feedback and evolving business needs.

Identifying the Challenges: The Original Dashboard

The original Admin Dashboard lacked the usability and functionality required to support administrators effectively, resulting in inefficiencies and user frustration. Key pain points included a cluttered interface, inconsistent navigation, and limited capabilities for critical tasks like payroll and employee management.

These shortcomings not only impeded user satisfaction but also restricted ProService's ability to achieve its business goals of driving customer adoption and creating innovative, scalable solutions. A comprehensive redesign was imperative to address these challenges and position the platform as a cornerstone of ProService’s growth strategy.

Design Process

UX Research

Objective
To create a user-centered redesign of the ProService Admin Dashboard, I conducted comprehensive UX research to understand the needs, challenges, and behaviors of HR administrators. This research laid the foundation for informed design decisions that aligned with both user expectations and business objectives.

Methods
I began with a heuristic evaluation of the existing dashboard to identify usability issues and inefficiencies, such as poor navigation and inconsistent design patterns. Stakeholder interviews with Subject Matter Experts, Sales, and Marketing teams ensured alignment with strategic business goals and KPIs. Additionally, user interviews with 10 HR admins provided critical insights into workflows, frustrations, and desired features.

Data analysis played a complementary role, with reviews of support tickets, NPS score summaries, and Salesforce data uncovering recurring user challenges. To position ProService as a market leader, I also conducted a competitive analysis, identifying best practices and opportunities to differentiate the dashboard.

Key Findings
The research revealed several pain points, including inefficient navigation, limited data accessibility, and a lack of customization options. Frequent errors and insufficient feedback mechanisms further hindered admin workflows, while inconsistent usage patterns underscored the need for a flexible design that catered to both power users and occasional users.

Impact on Design
These insights directly informed the redesign, leading to a streamlined navigation structure, improved data visibility, and enhanced customization options. Robust error-handling features were integrated to build user trust and improve efficiency. By grounding the design in UX research, I delivered a solution that balanced innovation, usability, and strategic alignment.

UX Research

User Interviews

Objective
To deeply understand the pain points, workflows, and priorities of HR administrators, I conducted a series of interviews with ProService admins. These conversations were pivotal in shaping the direction of the dashboard redesign.

Process
I interviewed 10 admins across various roles to capture a diverse range of experiences. Each session focused on uncovering user frustrations, identifying frequently used features, and exploring desired improvements. Admins were encouraged to walk me through their workflows, share specific examples of challenges, and highlight opportunities for improvement.

Key Findings

Navigation Issues
Admins struggled with finding key tools and information due to inefficient navigation. Excessive clicks and poor organization slowed down their workflows.
Data Accessibility
Critical data, such as employee metrics and reports, was often buried under multiple layers, making it hard to retrieve actionable insights quickly.
Customizability Lacking
The existing dashboard lacked flexibility to adapt to specific user workflows, leading to frustration among admins with diverse needs.
Frequent Errors
Admins encountered recurring errors with data input and retrieval, often with no clear feedback or resolution, further hindering productivity.
Task-Specific Usage
While some admins were heavy users of the dashboard for daily operations, others used it occasionally for specific tasks. This variability emphasized the need for a design that accommodates both frequent and infrequent users.

Impact on Design
These interviews provided valuable insights that directly informed the redesign. By addressing navigation inefficiencies, enhancing data accessibility, and introducing customization options, I created a dashboard that aligned with admin needs. The findings also underscored the importance of implementing robust error feedback mechanisms and simplifying workflows for both power users and occasional users.

The insights from these interviews ensured that the redesign was grounded in real user needs, balancing functionality and usability to deliver a highly effective solution.

Key Findings

Navigation Issues
Admins struggled with finding key tools and information due to inefficient navigation. Excessive clicks and poor organization slowed down their workflows.
Data Accessibility
Critical data, such as employee metrics and reports, was often buried under multiple layers, making it hard to retrieve actionable insights quickly.
Customizability Lacking
The existing dashboard lacked flexibility to adapt to specific user workflows, leading to frustration among admins with diverse needs.
Frequent Errors
Admins encountered recurring errors with data input and retrieval, often with no clear feedback or resolution, further hindering productivity.
Task-Specific Usage
While some admins were heavy users of the dashboard for daily operations, others used it occasionally for specific tasks. This variability emphasized the need for a design that accommodates both frequent and infrequent users.

The insights from these interviews ensured that the redesign was grounded in real user needs, balancing functionality and usability to deliver a highly effective solution.

Interview Results

The interviews with ProService admins revealed critical insights into their day-to-day challenges, preferences, and aspirations for the dashboard. These findings guided the design process and helped prioritize features that would deliver the most value.

Key Themes

Frustration with Navigation
Admins consistently highlighted difficulties with navigating the existing dashboard. Common tasks, such as accessing employee data or generating reports, required excessive clicks and time, leading to frustration and inefficiency.
Demand for Centralized Data
Many admins expressed the need for a more centralized view of critical information. Key metrics and insights were often buried under multiple layers, making it challenging to retrieve actionable data quickly.
Customization as a Priority
The lack of flexibility in the existing interface was a recurring complaint. Admins wanted the ability to personalize their dashboards to focus on the tools and data most relevant to their roles.
Error Handling Gaps
Frequent errors in data input and system processes were a significant pain point. Admins noted that these issues were compounded by insufficient feedback mechanisms, leaving them without clear solutions.
Varying Use Patterns
Usage frequency varied widely among admins. Power users relied on the dashboard for daily operations, while others accessed it weekly or for specific tasks. This diversity underscored the need for a design that supported both intensive and occasional use.

Actionable Insights
These findings informed the development of a user-centered dashboard with key improvements, including:

A streamlined navigation structure to reduce clicks and save time.
Centralized access to critical data and KPIs to enhance usability.
Customization features to allow users to tailor the dashboard to their needs.
Improved error feedback mechanisms to build trust and efficiency.

The interview results provided a clear blueprint for the redesign, ensuring the final product addressed the most pressing user needs while delivering measurable value to ProService’s business objectives.

Key Themes

Frustration with Navigation
Admins consistently highlighted difficulties with navigating the existing dashboard. Common tasks, such as accessing employee data or generating reports, required excessive clicks and time, leading to frustration and inefficiency.
Demand for Centralized Data
Many admins expressed the need for a more centralized view of critical information. Key metrics and insights were often buried under multiple layers, making it challenging to retrieve actionable data quickly.
Customization as a Priority
The lack of flexibility in the existing interface was a recurring complaint. Admins wanted the ability to personalize their dashboards to focus on the tools and data most relevant to their roles.
Error Handling Gaps
Frequent errors in data input and system processes were a significant pain point. Admins noted that these issues were compounded by insufficient feedback mechanisms, leaving them without clear solutions.
Varying Use Patterns
Usage frequency varied widely among admins. Power users relied on the dashboard for daily operations, while others accessed it weekly or for specific tasks. This diversity underscored the need for a design that supported both intensive and occasional use.

Actionable Insights
These findings informed the development of a user-centered dashboard with key improvements, including:

A streamlined navigation structure to reduce clicks and save time.
Centralized access to critical data and KPIs to enhance usability.
Customization features to allow users to tailor the dashboard to their needs.
Improved error feedback mechanisms to build trust and efficiency.

Wireframes

This wireframe represents the proposed redesign of the ProService Admin Dashboard, focused on enhancing usability, improving data accessibility, and aligning with user needs and business objectives. Below are the key sections and their purposes:

1. Header Navigation
The header provides quick access to essential navigation elements, including:

Company Selection Dropdown: Enables admins to toggle between different client companies, catering to multi-company management.
Key Links: Direct access to "Time & Attendance" and a return to the "BackOffice" portal ensures smooth transitions between systems.
User Profile: Displays the user’s initials, with a dropdown for settings or logout options, promoting personalization.

2. Quick Access Panels

Top Pages: Displays frequently accessed pages such as "Time Sheet Entry," "Employee Details," and "Payroll Summary." This section prioritizes high-usage features, reducing time spent searching for them.
Recommended Pages: Provides contextually relevant suggestions like the "Approval Dashboard" and "Employee Master Report" based on user activity, streamlining workflows.

3. Data Visualizations and Insights
This section features interactive, data-driven widgets designed to surface actionable insights:

Billed Invoices Chart: Visualizes invoice trends over time, allowing admins to compare yearly data at a glance.
Employee Count Breakdown: A pie chart highlights employee categories (e.g., full-time, part-time), offering a clear snapshot of workforce composition.
Employee Turnover Percentage: Displays trends in turnover rates, helping users identify patterns and take proactive measures.
Supervisors to Workers Ratio: Provides a quick view of workforce structure, helping users assess team scalability and efficiency.
Total PTO Bank Liability: Tracks PTO balances by department, ensuring accurate workforce planning and financial forecasting.
Total Annualized Salary: A line graph illustrating salary trends over time supports strategic budgeting decisions.

4. Feedback Section
At the bottom of the page, a feedback prompt invites users to share their thoughts on the dashboard, reinforcing a commitment to iterative improvement based on user input.

5. Footer Links
Organized links to company resources, product documentation, and support ensure users can quickly find the help they need without leaving the dashboard.

Design Rationale
This wireframe balances data-driven decision-making with user-friendly navigation, ensuring that admins can complete tasks efficiently while gaining valuable insights.

By incorporating visualizations, customizable components, and quick access panels, the design addresses the diverse needs of both power users and occasional users. These elements enhance productivity, improve user satisfaction, and support ProService's strategic business objectives of increasing customer engagement, adding value through actionable insights, and driving market adoption.

The design ensures that user needs are met while aligning with ProService’s goals of improving operational efficiency and strengthening its position as a leader in HR solutions.

ProService Brand

To ensure consistency and alignment with ProService’s visual identity, the redesigned Admin Dashboard was carefully crafted to reflect the brand’s established guidelines, including its primary, secondary, and accent color palettes.

Designs

The final design of the ProService Admin Dashboard successfully bridges functionality and aesthetics, delivering a user-centered interface that directly aligns with ProService’s strategic goals of improving efficiency, increasing customer satisfaction, and driving market adoption.

How the Design Solves Real Problems

Streamlined User Experience: Improved navigation and visual hierarchy reduce task completion times, directly addressing user pain points identified during research.
Enhanced Data Accessibility: Key metrics and insights are surfaced through intuitive visualizations, enabling faster, data-driven decision-making.
Customization for Diverse Users: The ability to tailor dashboards for individual roles ensures the interface meets the needs of both power users and occasional users, improving adoption and satisfaction.

Strategic Alignment
The design reflects ProService’s brand identity through consistent use of colors, typography, and visual patterns, enhancing credibility and reinforcing trust. It also integrates with the company’s broader business objectives by prioritizing usability for HR administrators—a key stakeholder group driving customer loyalty and retention.

Impact

Simplified workflows for key HR tasks, increasing operational efficiency.
Improved user satisfaction and engagement, contributing to higher Net Promoter Scores (NPS).
Positioned ProService as a competitive market leader with a modernized, user-friendly interface.

By combining user research insights with thoughtful design execution, the completed Admin Dashboard achieves measurable improvements for both users and the business.

How the Design Solves Real Problems

Streamlined User Experience: Improved navigation and visual hierarchy reduce task completion times, directly addressing user pain points identified during research.
Enhanced Data Accessibility: Key metrics and insights are surfaced through intuitive visualizations, enabling faster, data-driven decision-making.
Customization for Diverse Users: The ability to tailor dashboards for individual roles ensures the interface meets the needs of both power users and occasional users, improving adoption and satisfaction.

Impact

Simplified workflows for key HR tasks, increasing operational efficiency.
Improved user satisfaction and engagement, contributing to higher Net Promoter Scores (NPS).
Positioned ProService as a competitive market leader with a modernized, user-friendly interface.

By combining user research insights with thoughtful design execution, the completed Admin Dashboard achieves measurable improvements for both users and the business.

How the Design Solves Real Problems

Streamlined User Experience: Improved navigation and visual hierarchy reduce task completion times, directly addressing user pain points identified during research.
Enhanced Data Accessibility: Key metrics and insights are surfaced through intuitive visualizations, enabling faster, data-driven decision-making.
Customization for Diverse Users: The ability to tailor dashboards for individual roles ensures the interface meets the needs of both power users and occasional users, improving adoption and satisfaction.

Impact

Simplified workflows for key HR tasks, increasing operational efficiency.
Improved user satisfaction and engagement, contributing to higher Net Promoter Scores (NPS).
Positioned ProService as a competitive market leader with a modernized, user-friendly interface.

By combining user research insights with thoughtful design execution, the completed Admin Dashboard achieves measurable improvements for both users and the business.

Outcome

The redesigned ProService Admin Dashboard delivered measurable improvements in both user satisfaction and business alignment, demonstrating the impact of a user-centered approach to solving complex design challenges.

Key Results

Streamlined Workflows: Navigation improvements reduced task completion time for HR admins, allowing them to focus on high-value activities.
Increased Data Accessibility: Key insights and metrics were surfaced through intuitive visualizations, empowering admins to make faster, data-driven decisions.
Customizable User Experience: Tailored dashboard options enhanced usability for diverse user roles, accommodating both power users and occasional users.
Brand Cohesion: Consistent integration of ProService’s visual identity reinforced credibility and trust across the platform.

Business Impact
The redesign aligned with ProService’s strategic objectives by driving customer satisfaction and increasing engagement with the platform. Early feedback from internal stakeholders and admins indicated a significant improvement in user experience, positioning ProService as a leader in HR solutions.

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