Changing the way HR employees consume data

BACKGROUND

LifeWorks is a cloud-based employee wellbeing platform. At every company that uses LifeWorks there are a select amount of people (usually HR managers) that have access to a dashboard, they use this to create reports to present back to stakeholders within their companies.

 

MY ROLE

I led the design effort on this project, liaising with the rest of my team, Data & Analytics (made up of 5 developers and a PM)

 

THE PROBLEMS

The main problems with the existing dashboard were:

  • A lack of clarity of the data being presented. This is mainly because there isn’t a clear hierarchy in the way the widgets are displayed.
  • Not having a date picker meant that the user couldn’t find data related to a particular time.
  • It didn’t show the full extent of data that we could provide to the company admins.
GOAL

Redesign the dashboard so that it’s easier for admins to see the data and present it back to internal stakeholders.

PROCESS

I decided to experiment with which chart type would be best suited for each requirement. I worked without colour first to determine how it would work functionally. This involved testing it out internally, to find out whether the chart communicated the information effectively.

I chose to go with modular layout with the view that HR managers could rearrange the widgets in the dashboard as their needs change. Plus, from research I knew that different companies are more interested in some data than others. (Some companies care more about engagement, others about employee wellness).

We also wanted to push the boundaries and create a UI that is unique to the dashboard without the typical LifeWorks look and feel. So I designed many options, bolder than our usual UI.

I also iterated on how we could integrate this on the existing dashboard news feed & how it could exist within the existing navigation.

THE RIGHT SOLUTION

We know that our HR managers usually have to break down the data on the dashboard and then write reports to present to internal stakeholders.

By including a prominent summary at the top of each widget, they should no longer have to make sense of the data & therefore it should be easier for them to write the reports and present to their company.

Other design considerations:

  • When a user hovers over a chart, they’ll be able to see more granular data in a tooltip.
  • Similar bar chart widgets are designed to be tabbed, this will help the dashboard seem less repetitive and easier to consume

The first version of this design would be for the current admin panel, though since we had plans of migrating the admin panel with the main LifeWorks app. I designed a second version fit the UI of the main LifeWorks app.

OUTCOME

Throughout this project, I constantly tested the designs and collaborated with Customer Success Managers (CSMs) to get feedback on the different concepts and elements that would be most important to our core users. Because of this I was able to reach a solution that met the needs of our users. It was met with great feedback from both our users and CSMs