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DataCompass Dashboard Flow
and Alerts Panel

data_comp_monitor copy.png
Role: Creative Direction, Product Management, UX, UI
Tools: Figma
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Project Overview

For the Data Compass project, my team of 1 designer, 1 researcher, a Product Manager, and myself as UX Manager, had been assigned to take over for a previous team, who had left the project earlier in the year. We were initially tasked with a rather heavy lift of designing a customized dashboard experience for a bank employee of differing positions; in this case, a CFO, CIO and CMO. We were also to utilize an alerts capability which would notify the user
of any urgent issues to be immediately addressed. We were to have a complete product done by the annual
Financial Conference in October of the same year, and the ask was to include rigorous research before-hand to gather all information and input by conducting remote user sessions of bank employees. We wanted a customized experience, and wanted to utilize Ai to help in the process of a customizable dashboard experience.
Along with an additional Product Manager and Software Engineer, we met in 2 week sprints,

and were given 7 months to complete the entire project.

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Problem Statement

As a bank employee, I want to be able to ​login to my specific dashboard to review information
in order to facilitate business and observe stats in order to keep my employees
and customers informed of their personal information and trends.

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Research

Our initial discovery work was to define who our users were and uncover the unique needs of each. We did this by utilizing contextual observation and co-creation sessions to better understand our customers needs.

Through that research, we discovered:​​​​​​​​​

User Needs by Timing

• Daily

• Weekly, quarterly, monthly

• Annually

Needs by all Usert Types

• Easy to use
• Alerts
• Detailed Graphs
• Ability to drill into graphs
• Customizable dashboards

• Role-based permissions
• Shareable dashboard graphs
• Toggle between
• Flexibility

• Real time
• Historical trend analysis

Additional Features

• Early warning system

• Customer profitability

• Exception changes

Then, we created User Personas for C-Level and Operations,
and then established features and scenarios for each, as well as establish
Consumer & Business requirements for all as well.
Consumer & Business

• Customers who are deposit only

• Customers who are loan only

• CDs opened daily

• Total deposit balance

• Total loan balanced booked

• Opened and closed accounts only

• Total number of customers

Consumer & Business

• Total overdraft balances

• Total delinquencies

• Liquidity

• Pending accounts

• Pending loand funding

• Average age of customers

• CDs maturing

• Loans refinanced internally

Consumer & Business

• Daily transactions by channel

- Online

- Drive-through

- Branch

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Design

We then moved into sketching and wire-framing the initial layout and flows of the overall dashboard look and feel.
We also started sketching out what our log-in experience, navigation and header with tabs
would look like in the users experience.

Login Screen – Entered.png
Name=John Smith, Status=Closed.png
Name=John Smith, Status=Open.png
Primary Navigation-1.png

We also started constructing user flows and journeys of the users experience
to get a better idea of screen flow and page navigation.

Data Compass dashboard flow.png

From there, we started designing the modules containing the graphs and other data points
to populate the dashboard. We leveraged NIVO to compose and design our graphs, as it was a universally
accepted experience with both our design and development teams. We also started implementing fonts and
colors from our internal UI design system to style the dashboard experience. 

Group 2 (1).png

We also started a competitive analysis with similar financial institutions and credit unions
to see how they were leveraging a dashboard experience.

Final Design

We then gathered all of our artifacts and UI components and designs, and prototyped a final set of screens to bring the dashboard journey to fruition. We also lifted an alerts right rail panel from another core, that housed not only alerts, but also documentation, and other helpful links associated with the account.​​​​

Impact and Outcomes

We were able to have the final prototyped screens ready for FORUM and 1 week ahead of schedule, and initiated a final round of content and development tweaks before the event. The DataCompass booth saw more than 620 visitors and demonstrated those final screens that resulted in wonderful feedback and implementation requests.

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Reflection

To this date, the team are continuing ideate and dive deeper into the designs and asks from our clients. Most notably, the more recent requested enhancements for FORUM 2025 are a more robust alert module, as well as a customizeable widget system, wher, with the help of Ai, the user can further customize the dashboards from a gallery  of widgets to populate the desktop and mobile experiences. ​

We have also garnered praise from the C-Suite representatives, as well as customers
who want to start implementing the Data Compass dash-boarding solution immediately!

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