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Analytics Platform

Michael Walker designed a robust analytics platform that is easy to use on both desktop, tablet, and mobile.

 

AnalyticsPlatfromMichaelWalker.png

Analytics Platform

I designed purpose-driven UI that makes a complex tool simple to use on both desktop and mobile.

Overview

The Problem

How might we make it easy for users to segment and visualize complex data sets obtained from survey?

My Role

  • Took the lead on all UI deliverables (mockups, prototypes, ecosystem, brand adherence)

  • Worked closely with global teams to prototype, and design new components for the company material design kit

  • Incorporate patterns into all parts of final design

Key Objectives

  • Design a portal that allows users to create, analyze, and edit custom surveys

  • Make the platform device agnostic: It should work on desktop, tablet, and mobile

  • Implement a dashboard UI and user-friendly backend that make it easy to filter and visualize data

The Team

Sandra Garrett Senior Visual Designer

David Santos Project Manager

Research

  • Researched best practices for databases and survey tools

  • Researched responsive patterns to create a unified user experience

  • Anticipated persona needs while designing the platform


Exploration

Background

Initial plans for this expansive analytics platform included a custom survey design tool, a user portal, admin-only portals, and different data visualization tools. Clear, direct interface designs were needed to unify these different features and create a seamless user experience.

Image 1: These are samples of survey module components I developed for the analytics platform. They represent a small portion of the overall tool. The purpose of this image is to illustrate the size and reach of the project; By the end of the undertaking, I had designed hundreds of pixel-perfect renderings.

Image 1: These are samples of survey module components I developed for the analytics platform. They represent a small portion of the overall tool. The purpose of this image is to illustrate the size and reach of the project; By the end of the undertaking, I had designed hundreds of pixel-perfect renderings.

Component Design

I designed dozens of components for the platform, including:

  • Date pickers

  • Time pickers

  • Numeric inputs

  • Currency inputs

  • Data filters

  • Checkboxes

  • Multi-line input fields

  • Drop down menus

  • Selection scales

  • Ranking fields

  • Charts

  • Error messages

  • Multiple desktop and mobile variations of each component

Image 2: Dynamic filter menu with nesting functionality.

Image 2: Dynamic filter menu with nesting functionality.

Image 3: Component that allows users to input a time.

Image 3: Component that allows users to input a time.

Image 4: A response scale.

Image 4: A response scale.

Image 5: This menu that allows users to adjust a data visualization based on individual survey responses.

Image 5: This menu that allows users to adjust a data visualization based on individual survey responses.

Image 6: Alternate display for a component that allows users to input a time.

Image 6: Alternate display for a component that allows users to input a time.

Image 7: Ranking scales.

Image 7: Ranking scales.

Image 8: Example of an error message.

Image 8: Example of an error message.

Image 9: Quick access menu with dropdown options for file export.

Image 9: Quick access menu with dropdown options for file export.


Refinement

Component Critique and Documentation

Designing a product at this scale required the work of many teams. To reduce redundancy I worked closely with global design colleagues to prototype and critique new components to make sure they would operate well on desktop, tablet, and mobile. I then documented these components and added them to the company material design kit. Below is an example of a stepper I produced before and after team critique. 

Image 10: Stepper documentation before critique.

Image 10: Stepper documentation before critique.

Image 11: Stepper documentation after critique.

Image 11: Stepper documentation after critique.

Designing the Backend

After creating components, I designed the backend for the platform. Examples are shown below.

 
Image 12: Mock showing how a user can add a question to a survey.

Image 12: Mock showing how a user can add a question to a survey.

Image 13: Mock showing how users can move questions in the survey builder.

Image 13: Mock showing how users can move questions in the survey builder.

Image 14: Mock showing how users can segment an audience before creating a data visualization or exporting results.

Image 14: Mock showing how users can segment an audience before creating a data visualization or exporting results.

 

Conclusion

Final Designs

The end result was a unified analytics platform powered by on-brand responsive components. Because designs were catalogued, they can be used to create an infinite number of layouts that correspond to user needs. 

 
Image 15: Demographic filters give users the chance to edit data visualizations in real time.

Image 15: Demographic filters give users the chance to edit data visualizations in real time.

Image 16: All components scale responsively and work across desktop, mobile, and tablet devices.

Image 16: All components scale responsively and work across desktop, mobile, and tablet devices.

Image 17: All components scale responsively and work across desktop, mobile, and tablet devices.

Image 17: All components scale responsively and work across desktop, mobile, and tablet devices.

 

Project Assessment

Status: The analytics platform was released successfully.

Reflection: The most challenging part of the project was understanding how users would leverage advanced analytics reporting features. If I could have done one thing differently, I would have asked for a demonstration of similar analytics reporting tools produced by the company.

Next Steps: The project is complete. I will continue to work with the team to update components and build new components as needed.


 

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