ELMO Custom Reporting Tool Experience

Company ELMO Software
Role Senior UX Designer
Platform SaaS
Date 2019 - 2020
Product (Q3 2020)

The Custom Reporting Tool empowers customers to create custom reports with their own data.

Opportunity

I took the opportunity to improve the Custom Reporting Tool's (CRT) Report Builder and Overview Dashboard experience within the short period of time given. 

Learn

I participated in customer engagements, gathered CRT online survey responses along with direct customer feedback, and conducted quantitative research via our analytics tool Amplitude.

Synthesising feedback via Dovetail

Synthesising feedback via Dovetail

CRT quantitative research via Amplitude

CRT quantitative research via Amplitude

After synthesis we found the following problems could be addressed in the short term: misunderstanding of ELMO's database structure; no report comparison; and some common functions were hidden or counterintuitive. 

Design

A new dashboard experience was created allowing customers to: view and compare multiple reportable widgets at once; resize, add and remove widgets; and create multiple dashboards.

elmo-custom-reporting-tool-overviews

I went about making the Report Builder's UI more informative with information pop-ups and categorising datasets. Functions were improved and made visible to reduce the user's cognitive load. 

Validate

The prototypes were guerrilla tested and presented to the business in our monthly showcase event and to our visiting customers. The overall feedback was highly positive. “We love the dashboard! When can we have it?”

Further validation was to be done post launch using Hotjar and Amplitude.

The Team

Senior Product Manager Asha Nair. Business Analyst Graham Crawford. Engineering Manager Ronan Whelan. Software Engineer Gillian Ng. Software Engineer Raymond Ho. Software Engineer Nicholas Maddalena. Software Engineer Sumit Banskota. 

Special Thanks

Senior UX Designer Verica Nikolic. UI Designer John Rattanachaya. Account Manager Greg Shandler. 

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