See, learn, act
Brief
A team of 2 UI and 2 UX designers were tasked with exploring a new vision of Refinitiv's Dashboard. I created the UI presentation format, beginning with; scene-setting, the aim of the task, what our decisions were based on and, what benefits our designs would provide for new and existing users.
UI Design Principles
Position
Explore how a new dashboard might look and work for our existing clients and new ones. Think about the issues at hand and, be cognisant of how our technology and stakeholders are involved in maintaining the dashboard and our wide user base.
Problem
Current and new users struggled to use/didn’t use the existing dashboard. It had only the basic amount of personalisation, didn’t know its use base, didn’t offer insights or suggestions and had very little in the way of notifications.
Possibilities
Show useful information that a user can act upon
Make complicated information easy to understand
Help users analyse and present key insights
Page narrative
New Dashboard design
Each section was carefully considered and crafted to provide a short-cut overview of; activities, notifications and useful/interesting content. New elements included; taking graphical shapes used in marketing and applying them as a visual element to break up the current design’s static/box-heavy design. Personality in the form of characters, to either represent a customer or give the brand personality. Data visualisation does not exist and yet utilising data in a way to convey information did not exist in Refinitiv's design language palette.
Existing Dashboard
New Dashboard design, infographic panel
In the previous screen, the middle area is a concept that uses customer data to provide performance feedback, to help users do better. The screen below shows the Admin how well their team has done thanks to the Refinitiv product data they've shared with them. Using data in this way has not been considered by the business previously.