Client Delivery Dashboard

Roles: User Research | Experience Design
Tools: Figma | OneNote | FigJam

Project Overview

Client Delivery Managers (CDMs) were inundated with managing client data consumption reports across multiple OEMs, devices, and tiers. We set out to create a single source of truth for their consumption data reports with the hopes that it would soon be available to the clients themselves.

My Contributions

• User Interviews • Stakeholder Interviews • Design Review/Workshops
• Wireframes • High Fidelity Designs • Interactive Prototype • Design System

Research Insights

• Bursting is number 1 priority. Bursting means data consumption is over subscription limits and additional charges are applied.

• CDMs wanted flexibility with how they view the data along with quickly navigating the choices.

Designing for Flexibility and Speed

• Certain clients care about the location of the burst, the OEM that burst is happening at, or what device is bursting, period. Giving them the 3 options allowed for flexibility for clients and CDMs. For example, a client could have all their production data in Chicago and know nothing about each individual device. Allowing the view of Bursts by Location lets them navigate to their mental model quicker.
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• Designing the bar graph components to have no extra clicks when manipulating the data allowed for speed and flexibility.

• Creating visual cues to call out bursting consumption allows the CDMs to quickly find their most important points of data.

Client Delivery Dashboard

Key Takeaways

1. Client Delivery Managers (CDMs) needed a single interface to review and report to clients about their data consumption. Because their consumption and lease of hardware was through multiple OEMs the dashboards, terminology, and reporting was all over the place. By honing in on very important details such as bursting and near bursting they could focus better on the important things like saving clients money.

2. CDMs wanted a way to view data across time while also comparing devices (subscriptions) and have the flexibility to manipulate that data as they would need. By creating 2 line charts, one for device specific tiers to compare, and another for comparing across subscriptions of matching tiers we were able to give them the flexibility they needed and not cram a ton of functions into a single graph.

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