A pleasing, scannable palette
The colour palette played an important role in the designs; the colours used had to be eye-catching to draw attention to key informations, while not overwhelming the eye and brain with too many colour signals, or clashing with Property Inspect’s signature green branding.
To achieve this, I experimented with bright pastel palettes to curate a few key colours which could represent different data graphics, along with neutral greys and whites to balance them out. This allowed the infographics to be visually clear and easily scanned for the correct information, while working harmoniously with the software’s green branding.
VISUAL IDENTITY
Making data friendly
We wanted the Analytics dashboard to be enjoyable and simple to read, not overwhelming to the user with complex statistics and big numbers.
Therefore, I conducted competitive benchmarking research to align with and go beyond what similar SaaS enterprise products were providing.
I created rounded graphics and icons with minimal harsh strokes to inject a sophisticated playfulness and visually-pleasing quality. I used different infographic types for visual interest, while maintaining a sense of consistency and familiarity by using bar graphs three times. This helped users in processing the data more easily by using laws of familiarity.
Full year's analytics
Minimal
DESIGN
The Problem:
Property Inspect was missing a key element in its mission
to streamline inspection workloads - an Analytics dashboard.
User feedback and CX data revealed over 50% of our customer base voting for scannable analytics to help them track turnaround times and
productivity on their multiple on-going and past jobs.
The software only provided a basic row detailing number of inspections conducted, inspections outstanding and inspection statuses. There was nothing to give users a digestible, actionable breakdown of their productivity and business statistics.
The Approach:
An Analytics dashboard under the Inspections tab, compiled of infographics to display important performance statistics.
Average duration of turnaround, average number of actions across Inspection jobs
Number of Inspection jobs in “complete”, “incomplete” and “cancelled” statuses
Defining the product solution
With our research, we defined the user’s main pain points as being “unable to track status of all Inspection jobs”, “unclear productivity reports” and
“unclear tracking of operations efficiency”.
We included the specific analytics titles users requested, as well as devising Analytics that would supplement these.
For example, number of inspections completed to date to provide further relief to not being able to track statuses of all Inspection jobs, and number of times a Manager versus an Inspector sent a report back to Active stage from Review, in order to portray delays/iterations in the process from different roles.
These Analytics titles accurately and usefully represented the needs of users from our research:
Average number of personnel assigned to an Inspection job
Average number of inspections conducted
Average number of days an Inspection took to reach Review stage
Average number of times managers sent an Inspection back from Review stage to Active stage
Average number of times an Inspector sent an Inspection back from Review to Active stage
Average number of time Mangers progressed an Inspection from Review to Active stage
Modernising Analytics Dashboards for enhanced, scannable SaaS
About the Brand: Property Inspect is a SaaS enterprise product designed for property clerks and managers to complete and deliver inspection
and inventory reports for their clients and property portfolios.
Product Design
Role: Product Design
Tools: Figma, Miro, Notion
Industry: SaaS, B2B
What did users want to see?
To create a useful Analytics dashboard, we had to discover what users wanted to see and what would be most helpful to them in their work.
Working closely with our Customer Success Manager and Head of Technology, we gathered feedbacks through user surveys and interviews to find out the statistics that would help optimise their working processes and track their productivity.
Reviewing their feedback, the most popular statistical requirements that emerged were:
How many Inspection jobs were complete and incomplete?
How many Inspection jobs had been completed to date?
How many staff it took to complete
a single inspection?
Average turnaround of jobs?
How many times an Inspection got sent back to Active stage, after its Review stage?
USER RESEARCH
Ensuring usable interfaces
In order to keep the Analytics page more familiar to users, we chose to keep the table of all Inspection jobs completed at the bottom of the infographics section. Users revealed to us during screen observations that they often liked to find this more granular information on their Inspection jobs after having seen the Analytics dashboard.
To make getting to this table of Inspection jobs easier when users do not want to go through all the Analytics, I created a collapsable section for the Analytics widgets. This way, people could easily control how much they see on their screen at once, and how fast they can retrieve specific information from the main table.
Keeping interfaces consistent and familiar with the rest of the software, I included the filter bar on the left hand side of the screen to allow users to intuitively filter through their analytics and Inspection information from the main table.
DESIGN