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Improved Analytics Feature

Role
Sr. Product Designer
Company
Taskworld
Timeline
Mar to Jun 2023
Platform
Web
Overview

Taskworld is a cloud-based collaboration platform designed to facilitate project and task management. It allows teams to assign, monitor progress, and measure performance.

Problem
The old analytics has a very low usage and didn't give customers the metrics they need for monitoring projects and team performance
Outcome
18% of weekly users checking in daily and an average of 1.2 visits per week, it's clear people are finding it easier to understand their project performance.
Role
As a senior designer, I led the design initiatives, work with the customer support team, product designer, data engineers, data analyst, and software developers.
Key Skills
  • User Research
  • Figma wireframing and UI
  • Miro
Background

The Challenge: Analytics has been underutilized due to a critical gap in the way users can view statistics across all projects. Users are forced to navigate through individual project data, which is cumbersome and time-consuming, and it hinders their ability to gain a holistic perspective on their data.

Objective: Revamp the Analytics feature to make it more user-friendly, intuitive, and engaging. The new design should offer users the ability to see statistics for all projects at once, encouraging more frequent and meaningful interactions with our analytics tool.

Research

In order to better understand our customers needs regarding analytics, we had arranged interviews with our customers across a broad range of usage scenarios. In total we had interviewed four customers to gather more insights on their needs.

User Interviews
Key Insights

Who are the users?

Managers, Team Leaders, and Business Analysts

Why do they need Analytics?

  • To plan the upcoming projects, resources, and manpower.
  • Track and monitor progress from multiple projects or workspaces at the same time.
  • Analyze the team's performance.
  • To see an overview of the whole team's performance on a higher level.

How is it being dont currently?

  • By exporting project data from Taskworld, and using other BI tools to visualize the data.
  • Calculate team performace manually.
Problem

Analyzing projects in Taskworld is currently a hassle. Seeing everything at once is difficult, so users have to pull data out manually to create reports. This time-consuming process slows them down and makes it hard to get a clear picture of how their projects are doing.

Competitor Analysis
  • Most competitors offer a separate section for multiple dashboards.
  • All competitors offer various metrics and customization options for users to tailor their reports specifically to their needs. Customization options include editing and rearranging charts on the dashboard and selecting the date range.
  • Competitors provide a variety of charts for users to interpret the data, including Scrum Framework visualizations.
  • Trello is the only competitor that does not have an analytics feature. However, there are several analytics power-ups available for power users.
Design

We went through several iterations of the new analytics feature in collaboration with the Data Team before settling with the final data visualizations that can help our customers solve thier data needs.

Old Analytics

The old analytics page showcases the status of a workspace, billing transactions, project lists, and the list of users in the workspace. However, this information is redundant as it can be found on the people, billing, and projects pages. This dashboard does not provide valuable insights into performance or bottlenecks, as desired.

New Analytics

The new analytics feature includes graphs that allow users to track data based on their preferred filter criteria, such as Period, Projects, Assigned to, and Tags. Managers can now easily monitor the number of tasks assigned to team members, along with the average time taken from task created to completion.

Before

The analytics access was hidden in the workspace setting and was only available to the workspace admins.

After

Added analytics to the left navigation menu. All members can now access the feature.

Results

We measured the overall usage by tracking the average page views of the analytics page and compared with the old version.

Average daily page views increase in 2023
1.2 times / week
Average times users visit the analytics page
18%
Average of weekly users that return every day
6%
Average of monthly users that return every day
Learnings

This end-to-end project leadership has been a learning experience in deepening my understanding of the design process. One of the lessons I got from this project is the importance of a user-centric approach to design. tool.

Our discovery that the previous analytics feature had low usage was a result of its failure to meet the users' needs. By conducting in-depth interviews and gathering user insights, we identified pain points and unmet requirements that allowed us to create a more engaging analytics