Process Health Dashboard

2023

The Problem

A process tracking application has no way of tracking progress against their daily tasks. As new workflows are created, previous ones are forgotten.

The Goal

Create a dashboard design that empowers users to easily track workflows they are responsible for maintaining.

The Process

• Identify the current personas that are utilizing the app we're testing and gather initial insights into their day to day tasks

• Create a list of the major jobs that need to be done & prepare a script to use during testing sessions

• Complete user testing & take notes

• Analyze findings and discover major pain points

• Ideate design solutions and create mockups accordingly

• Test designs before implementing & reiterate if needed

• Document design changes for developers & handoff

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After completing 5 moderated usability sessions and analyzing the feedback, I utilized tools like dribbble and the design community to help inspire intuitive design. Having a deep understanding of the application being tested, helped create solutions that immediately empowered users complete their daily tasks.

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The Results

• dashboard based on the "health" of their process completion

• high-level widgets that give overview statistics

• a view that toggles between chart & grid formats

• color indication for system health: failed, partially executed, and success

• global filters based on date, category, environment, and region

100%

increased dashboard usage

80%

hidden processes identified

5+

different styled widgets

Final Designs

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Lesson Learned

Designing my first dashboard taught me that clarity beats complexity. I tried to fit in too much at first, but users got overwhelmed. Now I know it's better to keep things simple, focus on what’s most important, and build from there based on feedback.