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Brand: Dashly (NDA-Safe)
Crafting the ultimate report builder, capable of robust customization, sharing capabilities, multiple creation flows, and so much more.
Crafting the ultimate report builder, capable of robust customization, sharing capabilities, multiple creation flows, and so much more.
Generative AI
LLM Implementation
UX Research & Ideation
User Interface Design
Project Summary
The Report Center product has become incredibly dated and hard to utilize to its full potential. We needed to create the foundation for the future of report creation and management.
Team
Kale Atterberry (Lead Design)
Matthew Dowell (Lead PM)
Joel Jantz (Product Champion)
Greg Hite (Lead Dev)
Personal Contribution
User Research
Concept Development
Product Growth Strategy
Solution Delivery
You miss 100% of the shots you don't take.
The Report Center is Dashly's third-largest revenue-producing product, but the experience had grown dated, difficult to navigate, and light on formatting and customization options relative to competing tools. Clients were complaining, executives were uneasy, and a handful of clients had already dropped Report Center in favor of another product.
As the head designer for the product, I noticed that with our company going through a rebranding and redesign of the system, we had the opportunity to make Report Center something to be proud of again.
I began developing concepts independently under the working name "Operation AllSpark." After roughly four months of self-directed research and design, the concepts were pitched to the Report Center Product Champion and then to Dashly executive leadership, including the CEO, who approved a six-month Phase I project to rebuild the product's foundation.
Problem Statement
Create an experience that allows users to customize, manage, share and generate reports that builds the foundation for the future of Report Center.
Create an experience that allows users to customize, manage, share and generate reports that builds the foundation for the future of the product.
The Dashly Report Center product was incredibly dated, hard to navigate, and offered very little context of information, formatting or customization options when it came to generating reports. We aimed to change all of that in a phased rollout.
Research Insights
Partnering with the PSD and Research team, we compiled tests with our clients to see where the biggest gaps were in client experience. We then grouped and organized the feedback into categories of focus and what we wanted to tackle in our Phase I of development.
In Summary
In Scope for Phase I
Framework for Sharing Reports
Ability to Favorite Reports with Custom Filtering
More Intuitive Report Builder
Easier to Approach Report Building
Better Navigation & Hierarchy
Suppressed Fields Rework
Miscellaneous Format & Field Additions
Next Phase Scope
Live visual report builder capability
AI suggestions for filtering and configuration
Ability to Customize Canned Reports
Ability to Save Reports as Templates
Field Selection Experience Options
Research Insights
Partnering with the PSD and Research team, we compiled tests with our clients to see where the biggest gaps were in client experience. We then grouped and organized the feedback into categories of focus and what we wanted to tackle in our Phase I of development.
In Summary
In Scope Phase I
Framework for Sharing Reports
Ability to Favorite Reports with Custom Filtering
More Intuitive Report Builder
Easier to Approach Report Building
Better Navigation & Hierarchy
Suppressed Fields Rework
Miscellaneous Format & Field Additions
Next Phase Scope
Live visual report builder capability
AI suggestions for filtering and configuration
Ability to Customize Canned Reports
Ability to Save Reports as Templates
Field Selection Experience Options
The Build
When starting the foundation for this massive product, I focused heavily on the Landing/Create Report experiences to be modular, approachable, insightful, and configurable.
When starting the foundation for this massive product, I focused heavily on the Landing/Create Report experiences to be modular, approachable, insightful, and configurable.
Objectives Met
Easily approachable and clear organization.
Sharing options easy to configure.
More robust action options from the dashboard.
Suggestions based on client and user history.
Field and filter selection much more simplified.
Able to preview reports as you build them.
Cons
Separates the generated reports and new report options.
Data-heavy and hard to find filters or fields without knowing location.
Leans heavily into filter and searching to navigate.
No tag or custom group capability.
No field management space.
We continued to iterate and ideate until we fealt we achieved the most of our objectives with the first build.
We continued to iterate and ideate until we fealt we achieved the most of our objectives with the first build.
Delivered Solutions
Phase I gave Paycom the foundation of which to continue to build a robust report generation tool that could share and preview any user-made data quickly.
Phase I gave Paycom the foundation of which to continue to build a robust report generation tool that could share and preview any user-made data quickly.