TapClicks

Analytics marketing platform.

Product

Analytics Dashboard

My Role

Lead Product Designer

Project Type

Redesign, Optimization

Year

2022

Duration

1 Quarter

Core Issue

Product has grown organically over years, resulting in fragmented workflows, inconsistent UI patterns, and steep learning curve for new users.

Challange

Balancing two conflicting needs: improving usability workflow without disrupting existing users who relied on the current structure for their daily work.

Strategy

1) Combine Qualitative interviews with qualitative data to identify critical flows.
2) Map into a simplified information architecture and create progressive disclosure patterns to reduce cognitive load without removing advanced functionality.
3) Instead of full redesign, I proposed a incremental rollout implementation We tested key changes through usability testing and feature flags, validating before scaling.

Objectives

1) Update overal design for a modern UI.
2) Zero broken flows.
3) Reduce task completion time.
4) Increase feature adoption for underused tools.
5) Decrease onboarding time for new users.

User Personas

Survey

Method: 1 - 5 Rate Scale
Participants: Broader user base

1. Satisfaction with the dashboard types


2. Customization Importance


3. Visual design


4. Easy of use


5. Learning Curve

Usability InquiryMethods: Fullstory App / Remote.

How users set up and interact with their dashboards.

Setup

Users strugle to start

Lack of templates and guidance

Data Integration

Unreliable and manual

Sync issues & discrepancies

Customization

Too Complex

Overwhelming options

Navigation

Hard to move between sections

Low discoverability

Clustered navigation

Impact on Experience

Setup
Integration
Customization
Navigation

User Interview

Method: Remote Interview
Participants: Mix of beginner, intermediate, and advanced users.

Open Interview Script

BeginnerSimplicity

Struggles with interface

Needs onboarding and guidance

Believes design is outdated

IntermediateEfficiency

Struggles combining data

Needs better control and consistency

Requests for notification and importation

Frustation with broken flows

Believes learning curve is to high

AdvancedAutomation

Struggles with data reliability

Needs advanced tools & flexibility

Requests for design freedom

Requests advanced tutorials

How Might We...

Workshop with the team.

Sensitive information have been removed

Impact vs Effort MatrixHelping decide what to do

This helped us visualize what we should prioritize.

After this workshop, the team decided to work on the Visual Design, and Flows and navigation.

Impact Effort Matrix

Dot VotingTaking Decisions

I facilitated a dot voting right after, so stakeholders could take the final decision.

Impact Effort Matrix

User Journeys

Main touch points showcasing the dashboards interactions

MoSCoW

After the wireframes, I socialized them and facilitated a workshop with stakeholders to decide what we would be doing or not, so I could start the high-fidelity prototype.

PrototypeHave fun playing with the high-fidelity prototype

I suggest you to do it on fullscreen mode

OutcomesSome Metrics

SUSSystem Usability Scale

Task Success

Easy of Use

Time on Task