Hazel He
Qiyao Li
Jiani Gu
Wesley Fan
Xinyi Wang
I led the project with responsibilities of stakeholders by facilitating regular communications, collecting requirements and allocating team members’ tasks.
I designed the hi-fi prototype, ensuring the final design was seamless, functional and aligned with project goals.
Jan - April 2024
A Toronto-based non-profit organization providing essential services such as affordable housing, employment support, and social services. Their funding sources include private investments, government subsidies, and public donations.
WoodGreen employees do not have a place to record and update the KPIs (Key performance indicator).
The management team is looking for a solution to support with KPI tracking and manage their contracts to manage work in a more organized manner.
After secondary research and a stakeholder workshop, we understand the problem in different perspectives:
There will be a lot of effort for WoodGreen employees to audit the KPIs and generate the reports in the season, and there is no way for stakeholders to know what-in-progress of a project.
Besides the Annual Report, the funders want a way to keep an eye on how WoodGreen is doing with the goals to show them they are on track throughout the project.
WoodGreen employees want to be saved from repetitive tasks and hope to maximize their time in order to help more clients achieve their goals.
There are 4 groups of stakeholder defined in this project: 2 groups of end users (Project manager and administrative assistant); 2 groups of non-user stakeholders (Funders and clients)
Defining the Problem
We used journey mappings to understand the pain points in the KPI data management workflow of the end users. Their experiences with KPI data management are different regarding the process, touchpoints and feelings.
How Might We...
...boost funder engagement through regular KPI progress updates and customized reports with data visualization?
...enhance efficiency with an integrated system for contract and KPI data management, making tracking, checking, and managing KPIs easier, real-time, and more intuitive.
We started creating the information architecture and the low-fi concept. After showing the mockups to our clients, we began to conduct usability testing with the lo-fi prototype. Once we were confident in the design, we began to add visual languages into the design.
Create new projects with integrated contract-KPI editing template to ensure contracts are keeping record on and a consistent management of projects & KPIs
Monitor multiple KPIs on a project basis in a visualization dashboard
Generate different types of graphics based on needs
Export data report within one-click
All projects are displayed with a quick access for easy management
KPIs are systematically formatted and stored to make sure efficient data entry
Following usability testing with three end-users and a successful presentation to the WoodGreen Management Team, our design solution received positive recognition for its functionality, user interface, and overall user experience. To validate the impact of the project, we will track several key metrics:
In the enterprise context, understanding a UX problem requires designers to think from different users' perspective (management team, end users and stakeholders etc.).
Designing a B2B SaaS product could also be fun. It was a challenging but rewarding experience.
Communicated and collaborated with stakeholders who have different organizational roles was a challenging part. It's important to understand their role, responsibilities and their relationships with this project.
All copyright reserved by Hazel He @ 2024