Resumé
Resumé

Research

Based on the feedback received from clients over the years, we categorized and created our primary objectives.

Based on the feedback received from clients over the years, we categorized and created our primary objectives.

Visibility into applied filters and what filters were available seemed to be the biggest pain point our users were facing. Based on this, we developed 4 conceptual patterns to test which would achieve these goals at the optimal level.

Data Science Flow

Research

Based on the feedback received from clients over the years, we categorized and created our primary objectives.

Visibility into applied filters and what filters were available seemed to be the biggest pain point our users were facing. Based on this, we developed 4 conceptual patterns to test which would achieve these goals at the optimal level.

Data Science Flow

Delivered Concepts

Weeks of research and conceptual exploration led to 4 refined options, each one with it's own list of strengths and weaknesses.

Tab 1 of 4: Concept 1

Concept 1:

Quick filter options, with a side drawer experience for universal adoption.

Concept 1 focuses on quick actionability while not straying from the pattern our users have become familiar with. This one keeps the compact and discreet UX for filters, but doesn't solve for the visibility into what filters are available.

V4 Flow Mockup
+4

Option 3: Progressive Disclosure utilized to have a more "in-control" approach to filtering. Allows for custom sets of filters applied with a simple walkthrough experience.

V4 Flow Mockup
V4 Flow Mockup
Passive Feedback Options

Pros

Easy to understand | Only shows applied information | Shows filtered date up front | Can be integrated easily

Cons

Stepped Process | Can take more time to apply complex sets of filters

Cons

Stepped Process | Can take more time to apply complex sets of filters

Option 4: Modular popover that modernizes the current pattern.

V4 Flow Mockup
V4 Flow Mockup
Passive Feedback Options

Pros

Consolidated to one button | Pattern is similar desktop and mobile | All filters visible in one space

Cons

No filter visibility | Hard to tell when a filter is applied | Easily missed when scanned

Cons

No filter visibility | Hard to tell when a filter is applied | Easily missed when scanned

My Preferred

If I were given full control of delivery and function, then Option 3 would be my solution.

Option 3 allows for simplistic understanding and navigation across any filter set. Works well for mobile and gives decent visibility into the values that are being applied. A little more time to set up complex filtering is permissible due to usage data on 1 to 2 filters applied 86% of the time in the product.

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