SaaS Project +
Data Visualization
Actionable Team Insights
Inspired by my time with VOGSY PSA, 2018-2020
SaaS UX/UI
Actionable Team Insights
Inspired by my time with VOGSY PSA, 2018-2020
- RCross-Functional Assessment
- RData transparency
- RUX/UI with Actionable Insights
The Challenge
Cross-functional Goal Collaboration
Priority 1: Provide actionable insights to boost team innovation and more intuitive collaboration and workflow.
Priority 2: Unite silos and data sources, reduce tools and utilization costs.
My Role
After pivoting into information visualization, I was compelled to demonstrate the impact of UX/UI for in-house Growth. Cross-functional teams are evolving their inhouse dashboards into actionable, innovative hubs. This is my solution. I’m adding team ownership with goal-driven product pivots and actionable insights.
1. UX Research
Leveraging UX for Growth Boosts Avgerage ROI of 9900%
Quickly growing companies amplify their ROI by investing in UX/UI for their own team upfront. Forrester Research states every dollar invested in UX yields an average of 100 dollars in return, but it’s a staggering ROI of 9,900% for UX.
Unite Team Data to Make Cross-Functional Collaboration Observable
As a Lean UX Designer in Marketing and Product channels, I can help you identify technical roadblocks that prevent you from leveraging team collaborations for valuable insight. The following helps me evaluate a baseline and develop a strategy to scale your team with data insights efficiently:
STEP 1
Prioritize Pain Points
Research team needs to add transparency and reduce throughput times.
- Siloed teams
- Buried assets
- Separate platforms
- Too many tools
- Lost data insights
- Too many meetings
STEP 1
Identify Dependencies
Ranking critical data, locate assets, and tool dependencies.
- CRM
- Data + insights
- Finance + billing
- Project management
- Resource management
- Time + expenses
- Timeline collaboration
STEP 3
Prioritize Tasks
Reassess tasks by time restraints, rank disruptive team impact.
- Scale Google workspace
- Flexibly scale features
- Drive Innovation
- Provide actionable insights
Reassess with Team Domain Experts + Leadership
Now that we’re funneling our data onto a singular team platform, we can leverage team insights for Resource Utilization, Work Load, and integrate API mentions more effortlessly.
Whiteboard workshops in Miro are an intuitive way to kick identify key objectives with team domain experts and define iterative strategies with company leadership and stakeholders.
Content Brief + UX Strategy
Cross-functional teams prioritize features to roll out top performing features in agile sprints.
2. Build
Custom Data Visualizations Designed for Team Strategy
Now that we’re funneling our data onto a singular team platform, we can leverage team insights for Resource Utilization, Work Load, and integrate API mentions more effortlessly.
Now we’re ready to sketch data solutions.
Low Fidelity Sketch
High Fidelity Figma Prototype
Visualizing Iteration Impact
In my experience, enterprise product and marketing teams tend to work parallel to each other. By creating joint goals we can observe how both channels can unite with common goals and amplify everyone’s success.
Hypothesis:
If we think of our marketing launches as product releases, we can unify goals and track combined efforts for instant insight.
Goal example: Our team rolled out new utilization features and we want to see how new accounts are impacted. So we track and compare the following users before and after our launch:
Action: New Accounts
Measure: Volume of Average change/user/day
Filter: [-16 days to 16 days of launch]
Users:
Non-adopters
New Product Detail Page Adopters
New Landing Page Adopters
3. Figma Board
Scalable UI Design System
UI Styles are helpful for scaling product iterations with continuity and ease. Specifications are helpful for the cross-functional team to define brand guidelines, navigation, icons, and fundamentals to build functionality for the app from the ground up.
The Bottom Line: Designed to Scale
As a senior designer, defining a well-designed UI system brings me joy. UX/UI amplifies time to insight and aids communicating with Data Visualization. A well-branded system conveys culture and values for streamlined interaction.
Data analysis and visualization is a passion of mine, and I look forward to mapping out the rest of my UX strategy in the coming weeks. If you have questions on additional visualizations or my inspiration for this project, I encourage you to reach out and contact me. I’d love to hear from you.