Role

Vunet Systems

Dashboard & mobile design - B2B SaaS

UX Research

Dashboard Design

Mobile

Designing for AI

In this mid-sized startup, I took on many roles as the only designer among 70 employees. I delved into research, concept development, wireframing, and designing the company's AI-led business insights and ML Management Dashboard. On this page, I go over my contribution to their web B2B SaaS platform and designing a companion mobile app for the product.

Role

Product Designer

Duration

Jun 2020 - 21

Context

Startup environment

There is no ideal design process in a startup. We ideate and prototype quickly. Features would be designed in a week, and I would work with proxy users.

Design as a business goal

Investors suggested that having a good design and experience would help the product overtake competitors, because design is often overlooked in B2B products.

Technical complexity

The product is super complex and had to be designed with development constraints and scalability in mind. I was often doing what I coined ‘mental model dance’, because I had to be aware of how any new design changes would affect the customer mental model.

The Process

1

Research

User Interviews

Contextual Inquiry

2

Define

Personas

UX Documentation

Web requirements

Mobile requirements

3

Ideate

Sketching ideas

Quick prototyping

Testing and feedback on the iterations

4

Design

Wireframes

Final design

Development handoff

The Problem

The initial problem was replacing the development-first process with a design and user first process. A common problem across several parts of the product was having a large amounts of information which can overwhelm the users when displayed in a small space.

“It works so well, but is difficult to use. If the look and feel was better, I would use it.”

- Customers

“We first focused on technical aspects and development, to ensure we are well funded. Now that we are established, we want to ramp up design.”

- CXOs

“We struggle with design decisions, because we are not designers. Consistency is difficult to maintain and sometimes there is too much information and we just do not know how to make it better.”

- Development Team

The Solution

1

User Research Documentation

Understanding users, and document findings

2

Dashboard Redesign

Based on information design principles

Data tables, data charts, KPI components, alerts and controls

Close collaboration with development team for deployment

3

Mobile App

Mobile app for our analytics product

Dashboards, alerts and insights

Close collaboration with development team for deployment

1 User Research Documentation

Research

  • Interviews with various stakeholders - CXOs, Development team, Sales team

  • 5 semi-structured interviews & cognitive walkthroughs with our (proxy) users

  • Building user flows, touch points, time and clicks per task

Design Decisions

I used Notion to document our company wide user documentation. Everyone across all teams was encouraged to learn about the users we were creating our products for.


The document can be found here. We had 3 kinds of users. In the document, each user profile had 3 parts, as follows.



User personas

Describes our users, their demographics and their story

Touch points

All the triggers that make the user interact with the product

Task map

Common user work flows incl the tasks done and time taken

2 Redesigning the dashboard

Challenge

Dashboards are under constant observation, necessitating their simplicity and speed in usage. The layout must convey immense data within minimal space. We had a functional product that clients loved, but it lacked an organized design system. I initiated the development of our design system piece by piece while collaborating with the engineering team for deployment.

Process

  • Understanding software framework & platform constraints

  • New simplified icons, colors and font

  • Dashboard design guide for engineers that build dashboards for customers

  • Redesigning individual components using information design principles

  • Quick deployment & testing of design with development team

Navbar

Updated icons

Search

Controls

Business Metric Unit

before

after

Severity color

Historical data

iteration 1

iteration 2

iteration 3

iteration 4

iteration 5

iteration 6

final

Dashboard

Dashboard before

Dashboard after

3 Mobile App Design

Challenge

Representing a dashboard on a mobile device was challenging. Data tables, charts and KPI components were scaled down. Most non-mobile dashboards are displayed on large monitors with no interactivity. This meant that each component would be interactive, and could be expanded for further details. Actions such as share and export would be top actions users would perform. Alerts was custom made from ground up to be more compatible for mobile.

Design

Process

Sketches

Wireframes

Final design


Alert description text would go here. This is just sample text, which will have details about the individual alert that has occured.

Alert Title

now

Correlated alerts

show less

Alert summary text would go here. This is just sample text, which will have details about the correlated batch of alerts.

Alert Title

transaction

20

now

Correlated alert text would go here. This is just sample text, which will have details about one of the correlated alerts.

transaction

now

Correlated alert text would go here. This is just sample text, which will have details about one of the correlated alerts.

transaction

now

Correlated alert text would go here. This is just sample text, which will have details about one of the correlated alerts.

transaction

now

Alert description text would go here. This is just sample text, which will have details about the individual alert that has occured.

Alert Title

now

Alert description text would go here. This is just sample text, which will have details about the individual alert that has occured.

Alert Title

now

Line Chart

30

40

20

10

5:00

4:00

6:00

7:00

UPI

Alerts

1 hr

Search

BUsiness Dec

20

Tech DEc

20

Tech DEcline

Alerts

Storyboards

Insights

Profile

3.06 k/min

Affected Requests

2 hrs

Total Duration

Alerts

Storyboards

Insights

Profile

Alert Title

CRITICAL

Overview

Corr. Alert ID

185977234

Active Duration

00:30:00

Status

Open

IP Address

73.133.250.155

Assignee

Prabhu (prabhulongsurname@gmail.com)

Created At

21/05/2021, 7:45PM

Location

Vishakapatnam

Summary

Alert description text would go here. This is just sample text, which will have details about each of the individual alert that has occured. This is alert description text, just some dummy text that goes as an extra line.

RCA

Response Time Degradation

The current response time (26.8s) exceeds the auto-detected baseline (148 ms) by 20%

transaction

20

Alert description text would go here. This is just sample text, which will have details about the individual alert that has occured.

Alert Title

now

Correlated alert text would go here. This is just sample text, which will have details about one of the correlated alerts.

transaction

now

Correlated alert text would go here. This is just sample text, which will have details about one of the correlated alerts.

transaction

now

Alert summary text would go here. This is just sample text, which will have details about the correlated batch of alerts.

Alert Title

transaction

20

now

Alert description text would go here. This is just sample text, which will have details about the individual alert that has occured.

Alert Title

now

Alert description text would go here. This is just sample text, which will have details about the individual alert that has occured.

Alert Title

now

Alert description text would go here. This is just sample text, which will have details about the individual alert that has occured.

Alert Title

now

UPI

Alerts

1 hr

Search

BUsiness Dec

Tech DEc

Tech DEcline

20

20

Alerts

Storyboards

Insights

Profile

mobile - alerts

Expanding correlated alerts

Expanding a single alert

mobile - dashboard

Table

BMV

Filter

Time Selection

Made with love, figma and framer.

Made with love, figma and framer.

Vunet Systems

Dashboard & mobile design - B2B SaaS

UX Research

Dashboard

Mobile

Designing for AI

In this mid-sized startup, I took on many roles as the only designer among 70 employees. I delved into research, concept development, wireframing, and designing the company's AI-led business insights and ML Management Dashboard. On this page, I go over my contribution to their web B2B SaaS platform and designing a companion mobile app for the product.

Role

Product Designer

Duration

Jun 2020 - 21

Context

Startup environment

There is not ideal design process in a startup. We ideate and prototype quickly. Features would be designed in a week, and I could not have access to actual users, but to proxy users.

Design as a business goal

Investors suggested that having a good design and experience would help the product overtake competitors, because design is often overlooked in B2B products.

Technical complexity

The product was complex with several development constraints. Customers were used to having things a certain way. I had to be aware of how design changes affect the customer mental model.

The Process

1

Research

User Interviews

Contextual Inquiry

2

Define

Personas

UX Documentation

Web requirements

Mobile requirements

3

Ideate

Sketching ideas

Quick prototyping

Testing and feedback on the iterations

4

Design

Wireframes

Final design

Development handoff

The Problem

The initial problem was replacing the development-first process with a design and user first process. A common problem across several parts of the product was having a large amounts of information which can overwhelm the users when displayed in a small space.

“It works so well, but is difficult to use. If the look and feel was better, I would use it.”

Customers

“We first focused on technical aspects and development, to ensure we are well funded. Now that we are established, we want to ramp up design.”

CXOs

“We struggle with design decisions, because we are not designers. Consistency is difficult to maintain and sometimes there is too much information and we just do not know how to make it better.”

Development Team

Solution - Explainable AI insights on data dashboards

1

User Research Documentation

Understanding users, and document findings

2

Dashboard Redesign

Based on information design principles

Data tables, data charts, KPI components, alerts and controls

Close collaboration with development team for deployment

3

Mobile App

Mobile app for our analytics product

Dashboards, alerts and insights

Close collaboration with development team for deployment

1 User Documentation

Research

  • Interviews with various stakeholders - CXOs, Development team, Sales team

  • 5 semi-structured interviews & cognitive walkthroughs with our (proxy) users

  • Building user flows, touch points, time and clicks per task

Design Decisions

I used Notion to document our company wide user documentation. Everyone across all teams was encouraged to learn about the users we were creating our products for.


The document can be found here. We had 3 kinds of users. In the document, each user profile had 3 parts, as follows.

User personas

Describes our users, their demographics and their story

Touch points

All the triggers that make the user interact with the product

Task map

Common user work flows incl the tasks done and time taken

2 User Documentation

Challenges

The dashboards are monitored 24/7, which requires them to be easy and quick to read. The design must communicate overwhelming amount of information in a limited space.


We had a live product that was being used by customers, but no design system. I began to build our design system, a component at a time and closely worked with the development team to deploy.

Research

  • Understanding software framework & platform constraints

  • New simplified icons, colors and font

  • Dashboard design guide for engineers that build dashboards for customers

  • Redesigning individual components using information design principles

  • Quick deployment & testing of design with development team

Updated icons

Search

Controls

before

after

Severity color

Historical data

iteration 1

iteration 2

iteration 3

iteration 4

iteration 5

iteration 6

final

Dashboard before

Dashboard after

3 Mobile App

Challenges

Representing a dashboard on a mobile device was challenging. Data tables, charts and KPI components were scaled down. Most non-mobile dashboards are displayed on large monitors with no interactivity. This meant that each component would be interactive, and could be expanded for further details. Actions such as share and export would be top actions users would perform. Alerts was custom made from ground up to be more compatible for mobile.

Process

  • Sketches

  • Wireframes

  • Final design

Design

Alert description text would go here. This is just sample text, which will have details about the individual alert that has occured.

Alert Title

now

Correlated alerts

show less

Alert summary text would go here. This is just sample text, which will have details about the correlated batch of alerts.

Alert Title

transaction

20

now

Correlated alert text would go here. This is just sample text, which will have details about one of the correlated alerts.

transaction

now

Correlated alert text would go here. This is just sample text, which will have details about one of the correlated alerts.

transaction

now

Correlated alert text would go here. This is just sample text, which will have details about one of the correlated alerts.

transaction

now

Alert description text would go here. This is just sample text, which will have details about the individual alert that has occured.

Alert Title

now

Alert description text would go here. This is just sample text, which will have details about the individual alert that has occured.

Alert Title

now

Line Chart

30

40

20

10

5:00

4:00

6:00

7:00

UPI

Alerts

1 hr

Search

BUsiness Dec

20

Tech DEc

20

Tech DEcline

Alerts

Storyboards

Insights

Profile

3.06 k/min

Affected Requests

2 hrs

Total Duration

Alerts

Storyboards

Insights

Profile

Alert Title

CRITICAL

Overview

Corr. Alert ID

185977234

Active Duration

00:30:00

Status

Open

IP Address

73.133.250.155

Assignee

Prabhu (prabhulongsurname@gmail.com)

Created At

21/05/2021, 7:45PM

Location

Vishakapatnam

Summary

Alert description text would go here. This is just sample text, which will have details about each of the individual alert that has occured. This is alert description text, just some dummy text that goes as an extra line.

RCA

Response Time Degradation

The current response time (26.8s) exceeds the auto-detected baseline (148 ms) by 20%

transaction

20

Alert description text would go here. This is just sample text, which will have details about the individual alert that has occured.

Alert Title

now

Correlated alert text would go here. This is just sample text, which will have details about one of the correlated alerts.

transaction

now

Correlated alert text would go here. This is just sample text, which will have details about one of the correlated alerts.

transaction

now

Alert summary text would go here. This is just sample text, which will have details about the correlated batch of alerts.

Alert Title

transaction

20

now

Alert description text would go here. This is just sample text, which will have details about the individual alert that has occured.

Alert Title

now

Alert description text would go here. This is just sample text, which will have details about the individual alert that has occured.

Alert Title

now

Alert description text would go here. This is just sample text, which will have details about the individual alert that has occured.

Alert Title

now

UPI

Alerts

1 hr

Search

BUsiness Dec

Tech DEc

Tech DEcline

20

20

Alerts

Storyboards

Insights

Profile

mobile - alerts

Expanding correlated alerts

Expanding a single alert

mobile - dashboard

Table

BMV

Filter

Time Selection

Made with love, figma and framer.

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