Rapid Query

Visualize KPI and all your business relevant metrics in the palm of your hand

Overview

Support C-Level executives and managers of a company to access and visualize key information and data whenever they need it.

Develop a helpful tool allowing quick searches and easy access to the most relevant information.

The Problem

C-Level executives and other key members of the organization (managers at different levels) are not always able to access to key information at the moment they need. In some cases, multiple teams and data sources are needed to create aggregated reports for a global view.

The KPIs reviewed or evaluated are usually the same but it’s mandatory to have updated information at hand.

Some C-Level executives and other managers work outside of the office and having access to the latest data allow them to make informed decisions.

Lack of updated information

Not a centralized source of data. A lot of manual work required to pull specific values or reports.

Lack of access to metrics and KPIs

Making decisions when people work outside the office is extremely difficult due to the lack of access to data.

Business people discussing the charts and graphs on a report

The Challenge

The main challenge is to support people who are very busy in their day to day and also not always have access to their computer or are always available to request reports or key data in the office.

Improving the process, reducing the time and complexity needed to gather and visualize the information.

At the moment, obtaining key reports is limited to specific people or needs to be requested to the relevant department in advance. The reports need to be customized depending on the audience.

Understand the Problem

Research

User Journeys and Navigation Flows

Ideation and Sketch the Solution

Mockups and Interactive Prototypes

Usability Testing

The Process

To solve this challenge, the initial step was to perform field research to understand the needs and pain points of the users.

Based on the research insights, I established and crafted the Personas to visualize the different needs in the right context.

I conducted interviews with people who have different roles in the company to define user journeys and potential improvements that the solution should consider.

Learning about the day-to-day of C-Level executives and managers allowed the exploration of different possibilities to solve the challenge.

User Research

Understanding the different needs of the users

Interview Users
Define Personas
Establish User Journeys
Understand pain points

Ideation

Sketch, Design and Prototype

Sketches and paper prototype early solution ideas
Proposals for the main navigation flow
Interactive prototypes for the usability testing sessions

Validation

Test the different explorations

Multiple sessions with users to validate the proposals
Test assumptions and define improvements
Gather feedback and inputs for the next iterations

The Solution

Leverage on existing technology, devices, and information to provide the company executives with a mobile app that allows them to visualize key KPI’s and important aggregated information on the palm of their hands.

Based on the most frequent requests and questions, a set of pre-processed reports is pulled, increasing the response speed, and simplifying the access to relevant data.