Nina Betts

Correlations Feature

Rebranding awesome company

Project Overview

This case study showcases my work as a Senior Product Designer on a software application that aimed to improve the linking and collaboration experience for users when dealing with reports. My focus was on creating a Correlation Feature that allowed users to quickly identify correlations between reports, maintain historical links, and streamline the process of sharing information with others. I applied Lean UX methodology and rapid design sprints to accelerate design validation.

Problem

The application is a collaborative platform teams use to analyze and share reports. Users found it challenging to maintain historical links and identify correlations in the application. The existing process involved manually sharing reports and using filters, which was time-consuming and ineffective.

Goal

Simplify the process of identifying correlations in reports and linking them efficiently.
Enable users to maintain historical links to reports for easy reference.
Minimize the steps required to match and share reports with others.
Enhance collaboration by providing nudges and suggestions for creating links between reports.

MY PROCESS

Research

I conducted user research through interviews to gain insights into user needs and pain points. I also analyzed existing data and user behavior and identified common challenges related to report linking and collaboration.

Key findings included:

Currently, users must filter and discover correlations in a spreadsheet.
Users found the existing process time-consuming, which hindered their productivity.
Users wanted a faster way to identify correlations in reports.
Users struggle to maintain historical links to information.
Maintaining historical links was essential for future reference and collaboration.
Users were using desktop computers to complete their workflow.

Associations & properties that measure & matter:

Report Title
Report ID
Report Date
Reported By
IP Address

Host Name
Status
Priority
Location
Details

Define

I synthesized the research findings to define the problem statement and establish clear project goals.

Problem statement

“

Users struggle to quickly identify and link correlations in reports and maintain historical links efficiently, which leads to time wastage and ineffective collaboration.

User Persona/journey map

Then, I created personas and user journey maps to better understand the target users and their pain points throughout the process.

Ideation

Design Studio

I organized a Design Studio session with a cross-functional team consisting of designers, developers, and stakeholders. We explored various ideas and approaches that address the problem statement and discussed potential solutions such as data visualizations and correlation suggestions.

I selected the most promising ideas from the brainstorming session and developed them into tangible concepts. Then, I created flows, wireframes, and an interactive prototype to visualize the user flow and interaction patterns.

The key aspects of the concept included:

Intuitive interface: A user-friendly interface that allows users to easily navigate and interact with the application.
Automated correlation suggestions: Leveraging machine algorithms, the system would analyze the data and suggest potential correlations between reports.
Historical link management: Users would be able to easily access and manage their historical links within the application.

User Flow

User navigates to the Reports section.
Selects a report to analyze.
Clicks the correlation button.
Correlation section opens and presents a list of cards with potential correlations.
User reviews, selects a card, and links it to the current report.
Receives success message.
Sees the linked report in the original report view.

Wireframes

I selected the most promising ideas from the brainstorming session and developed them into tangible concepts. Then, I created flows, wireframes, and interactive prototypes to visualize the user flow and interaction patterns.

The key aspects of the concept included:

Intuitive interface: A user-friendly interface that allows users to easily navigate and interact with the application.
Automated correlation suggestions: Leveraging machine algorithms, the system would analyze the data and suggest potential correlations between reports.
Historical link management: Users would be able to easily access and manage their historical links within the application.

Prototype

Click the button to view prototype or interactive with it below.

Iteration & Feedback

I put the prototype in front of users to gather feedback and refine the designs.

The feedback revealed areas for improvement, such as refining the user flow and clarifying certain interface elements.

Then, I collaborated closely with developers to ensure the feasibility and implementation of the proposed solution.

Validation & Testing

I conducted User Testing sessions to validate the effectiveness of the refined concepts.

In the sessions, I observed user interactions with the Correlation Feature and collected feedback on usability, efficiency, and satisfaction. Then, made the necessary design adjustments.

The results indicated a significant improvement in user satisfaction and productivity. Users found it easier to identify correlations and manage historical links, resulting in time savings and enhanced collaboration.

Implementation & Development

I continued collaborating with developers to implement the finalized designs into the application. I provided detailed design specifications, guidelines, and assets to support the development process. I maintained regular communication with the development team to address design-related issues during implementation.

Launch & Evaluation

The Correlation Feature was launched to a subset of users to gather feedback, analyze, and evaluate the effectiveness of the feature.

Conducted a post-launch review and identified areas for further improvements based on user feedback and data analysis.

Outcome

The Correlation Feature successfully addressed the users’ pain points and achieved the project goals.
Users were able to quickly identify correlations in reports, maintain historical links, and streamline collaboration efforts.
The simplified process reduced the time and effort required to match reports, saving valuable resources.
The intelligent nudges and suggestions further enhanced the users’ ability to create meaningful links between reports.
The feedback from users post-launch indicated high satisfaction with the improved linking and collaboration capabilities, leading to increased productivity and effectiveness in their work.

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