Through a high-paced, iterative process, I directly addressed business owners' needs for more precise planning and scheduling tools with a powerful new reporting feature.
Zignyl Reporting
Zignyl is a software company on a mission to provide small businesses with the tools they need to be more efficient, effective and growth-optimized.
Hard skills
- Wireframing
- Hard Skill
- Hard Skill
soft Skills
- Collaboration
- Soft Skill
- Soft Skill
- Soft Skill
To comply with my non-disclosure agreement, I have omitted and obfuscated any confidential information including the company name and branding.
The Problem
Franchise owners were experiencing scheduling inefficiencies because of a lack of data. They weren’t able to optimize labor or boost revenue without better insights.
The original dashboard included content that didn't necessarily need to live there or could benefit from being presented in a different way. While financial transparency is always a plus, the right sidebar was paralyzing for many students and caused more confusion than [information.]
Many variations of ways to display their financial status were explored. After research and testing, we found that this information may be better displayed in a narrative form vs. a table. Knowing how much their next dispersement was or how much each class costs wasn't as important to them if the disbursements were on schedule, if there were any issues receiving payment or if anything needed their immediate attention.
The Solution
Working directly with the CEO, we met many times a week to discuss new features, brainstorm ideas, and review works in progress. Iterations were quickly produced OR Concepts were quickly iterated, reviewed and revised efficiently in order to stay ahead of development.
Working in sprints, I collaborated with developers, a product manager and the CEO to learn more about user needs, tackling a new report each sprint. My experience working in the retail/service industry gave me a better understanding into the needs of the users.
Legibility was key to displaying the elaborate data and the reports were subsequently designed to be easily digestible despite being filterable, interactive, and complex.
As with any report, it was necessary to balance information density with readability and usability. My work was focused on taking complex, interactive functionality and making it easy to manipulate and digest.
Many reports required a visual representation of the data in accompaniment to the information in table form.
I explored different visual styles for tiered tables but learned less was more in this situation.
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The Result
After utilizing the array of new reports, users [reported] sales increases of up to and over 15%.