Informative Ecosystems for Enhanced Business Performance
Business Goals
Enhance user experience and engagement
Make the dashboard more appealing and easier to use, driving adoption and retention.
Improve decision-making
Simplify the dashboard and provide quick insights to inform better decision-making.
Enhance system performance
Optimize the dashboard for fast data access and analysis, increasing productivity and efficiency.
Empower users through onboarding
Provide in-dashboard training resources to help users use the dashboard effectively.
Implement efficient data access and analysis
Automate data filtering based on user accounts to streamline workflows and accelerate data-driven decision-making.
Data Challenges
All businesses need user-friendly analytics to make good decisions. Even one of the largest electronic signature providers struggled with this.
With our interviews, users unanimously agreed they were losing sales opportunities due to lack of time available due to lengthy data sorting and prospecting processes.
Data teams often find it hard to deliver all required metrics at once. It was important for designs to seamlessly scale as new data points come in.
A unified user experience among all dashboards belonging to the same business group allowed teams to maintain trust with their users for the credibility of data.
Designing a dashboard for users with varying technical proficiency is challenging, especially when the dashboard is complex and difficult to navigate.
Design Workshops
Intelligaia conducted design workshops with DocuSign, involving independent user research and defining frameworks for user workflows.
Voice of Customers
Intelligaia recognized the importance of the voice of the customer (VOC) and took deliberate steps to incorporate it into the project.
Persona and Empathy Mapping Workshop
Conducted a Workshop to gain deep insights into the challenges, focusing on four personas:
Sketching and High fidelity Mockups
Intelligaia created a Tableau Component Library in Figma, which our CX team used to brainstorm and refine dashboard concepts. We developed a significant visual chart to effectively present all the data.
