Marketing App

The solution was to provide a summary across all products and bring that to a centralized location so that the user didn’t have to click around the portal so much to gain an overall insight on how well their portfolio was performing. That being said, I was tasked with doing research on how exactly our users worked, then proposing how to move forward from there. 

I worked with the VP of Product Design to get an understanding how this new dashboard would integrate with the rest of the portal, and where it would springboard to various areas of the site.

I created many variations of how the layout of the new dashboard could look, and settled on a final layout.

Once the lo-fi wireframes were decided, I continued with building a high fidelity prototype of the main dashboard. This included using new and existing components from the design system to ensure a pixel perfect design. There were many revisions and it was a collaborative experience between Product Management and VP of Product Design upon reaching its destination.

I wanted the main dashboard to achieve a sense of discovery, where if one clicked on a metric, one would see details on that exact metric and take action if they saw something interesting. I always advocated for a sense of actionability within the experience.

It wouldn’t be a dashboard without data visualization, therefore I enjoyed creating pie charts and line graphs because of their easy to read nature. Below you can see some of the components I built to provide the user with the best default settings possible, with the flexibility to gain insights on a high level.

One of the most significant aspects about Measured’s intelligence was the ability to scan a customers portfolio, and based on it’s scanning, providing a summary or a recommendation on what action to take next. The highlights (sidebar) section we kept fresh, ensuring that every time a user logged in, there was something a user could take action on on how to improve their portfolio performance.

On a granular level, our customers wanted to know how individual investments were performing in their portfolio. Based on user data, I designed an experience around double clicking into a single investment and doing essentially a deep dive on its overall performance. I decided on a tabbed menu system so that a user could easily flip between information with a single click.

The design process isn’t always straightforward, as we all might know. But, to sum it up, it may have gone something like this, with some variation.

After the design was finished, I had to test it with future users and amongst our own staff (Customer Success) to ensure it was doing the job it needed to do. I participated and conducted user validation feedback sessions and recorded the findings.

Once that was completed, It was time to ensure that everything was in line with the design system in preparation for engineering to build. This meant working with the design system specialist to ensure that my components were on par with what engineering would be able to build. I also managed and mentored interns each summer who helped out with this process.

I then handed off the design to engineering to make it come to life. At this stage, I handled everything from communicating how things were supposed to work to QA’ing each build as they were released.

View the interactive prototype.

Upon launch, mentioned in Yahoo Finance and AdExchanger, the portal saw a 20% increase in users, 10% more accounts created, and nearly doubled the amount of page views as a whole. Businesswire.com breaks down the product in their analysis article here.

Working on this product was a fantastic experience. I enjoyed building something meaningful and practical to empower businesses to make better decisions. I couldn’t have asked for a better opportunity and I wish the best moving forward.