CriteriaCaixa

Optimizing Dashboards through Tool Migration

Client

CriteriaCaixa

Year

2023

Role

UX/UI Designer

Responsibilities
  • User Research

  • Wireframes Low-HI

  • Data Visualization

Overview

Thorough analysis was performed on dashboards sourced from various data platforms, such as QlikView and Excel. Usability and design improvements were applied to optimize visualizations and harness the full potential of the final tool, Power BI.

Analysis and comprehension of data and end-user objectives

Initially, we embarked on a data analysis and comprehension journey to grasp both the data structure and its presentation. Additionally, we conducted interviews with end-users to gain insights into their specific data needs.

Collaborating with three distinct Criteria Caixa teams—satisfaction, risk, and HR—we discovered that each had unique reporting objectives. However, our aim was to consolidate the visualization into a shared framework for scalability.

Taking a deeper dive, we sought to understand the nuances of each dashboard, their interrelationships, and identified potential enhancements in both the overall structure and individual dashboards within each team.

Empowering Insights: Crafting New Dashboards with Power BI Capabilities

After conducting thorough research and identifying first-level improvements, we worked with Wireframes to validate the structure and arrangement of elements in the new data visualizations without applying the design layer.

Here, we aimed to assess if the proposed Framework fit and collaborated with each team to fine-tune the structure of each dashboard. Simultaneously, we worked with the technical team, who would later be responsible for programming these Wireframes in Power BI to ensure everyone was aligned.

Once we fine-tuned all the dashboards, we applied the design layer so that the programming team had everything they needed to start coding.

We made sure that all Power BI charts and capabilities were present in our designs to optimize development and leverage the tool’s unique features.