Product Overview
TraceLink is a leader in developing enterprise and multi-enterprise applications for the pharmaceutical supply chain. The new Reports and Dashboard application is designed to provide customers with the ability to create custom dashboards tailored to their specific needs. These dashboards will enable users to view a variety of statistics through visual representations like line charts, pie charts, and donut charts. The application’s functionality parallels tools like Airtable and Salesforce, offering advanced, user-friendly features for creating, managing, and sharing dashboards within a company.
Key features of the application include:
Query Object Creation: Users or admins can create query objects as the foundation for building dashboards.
Customizable Visualizations: Dashboards can include a range of visual elements to display data.
Sharing and Access Control: Dashboards can be shared company-wide, with specific dashboards assigned to different employee groups based on their roles and needs.
Responsibility
Design sprint
Persona define
UX validation
User research
Cross Team Collaboration
Handover to dev
Requirement gathering
Competitive analysis
Design high fidelity mockup
Tools
Balsamiq
Figma
Problem Statement
Pharmaceutical companies often struggle with managing and interpreting vast amounts of data across various departments. Existing tools lack the flexibility to create tailored dashboards that cater to the unique needs of diverse user groups within an organization.
Current challenges include:
Limited ability to customize dashboards to individual or departmental needs.
Inefficient data visualization, leading to slower decision-making.
Difficulty in sharing relevant insights across employee groups without overwhelming users with irrelevant data.
Goals
To develop an intuitive and powerful dashboard and reporting tool that empowers TraceLink’s customers to:
Create custom query objects to fetch relevant data.
Build interactive and visually compelling dashboards tailored to specific user roles.
Share insights seamlessly across the organization, enabling informed decision-making and enhanced operational efficiency.
Design Process
Understand
User Research
Competitve Analysis
Define
User Personas
User Journey
Ideate
User Flow
Information Architecture
Design
Wireframe
Hi-Fi Designs
Prototype
Test
UX Validation
Future Concept
User Research
Research Objectives:
Understand the current pain points of users managing pharmaceutical supply chain data.
Identify essential features and visualizations users expect from a reporting and dashboard tool.
Gather insights into the workflows and decision-making processes of key stakeholders.
Methods:
Stakeholder Interviews: Conducted interviews with admins, analysts, and employees from various departments.
Surveys: Distributed surveys to collect quantitative data on user needs and preferences.
Contextual Inquiry: Observed users interacting with existing tools like Airtable and Salesforce to identify gaps.
Key Findings:
Admins prioritize flexibility in assigning dashboards to different employee groups.
Analysts require advanced querying capabilities and a broad range of visualization options.
Employees value simplicity and relevance, preferring dashboards tailored to their specific tasks.
Sharing and access control are critical, with many users expressing frustration over overly complex or irrelevant data in shared dashboards.
Competitive Analysis
Feature/Platform
Airtable
Salesforce
Tracelink (Reports & Dashboards)
Custom Query Objects
Limited
Advanced
Advanced
Visualization Options
Moderate
Wide Range
Wide Range
User Role Customization
Limited
Advanced
Advanced
Sharing & Collaboration
Moderate
Advanced
Advanced
Ease of Use
High
Moderate
High
Key Takeaways
The Reports and Dashboard application must balance advanced functionality with ease of use.
Flexible role-based customization and a wide array of visualizations will provide a competitive edge.
User Persona
NAME:
Sarah Thompson
AGE:
35
EDUCATION:
Bachelor’s Degree in Information Technology
JOB:
IT Administrator
LOCATION
Boston, MA
Bio
Sarah has been managing IT systems for over a decade, with a focus on implementing tools that streamline workflows and enhance collaboration. She values efficiency and prefers tools that offer flexibility and scalability.
Pain points
Existing tools are cumbersome for managing user access and roles.
Lack of templates for quick dashboard creation.
Difficulty ensuring data security while sharing dashboards across departments.
Goals
Simplify the process of creating and managing dashboards.
Assign dashboards to employees based on their roles.
Ensure secure and efficient data sharing within the organization.
User Journey Map
Stage
Actions
Pain Point
Improvement
Query Object Creation
Sarah logs in and navigates to the query creation module. She selects variables such as region, product category, and sales data.
The query creation process feels overwhelming without predefined templates.
Introduce ready-to-use templates for common queries.
Dashboard Design
Sarah chooses visualizations (e.g., line chart for sales trends, pie chart for product distribution) and customizes the layout.
Difficulty aligning elements and maintaining aesthetic consistency.
Add a grid system and alignment tools to simplify layout design.
Sharing and Access Control
Sarah assigns the dashboard to Emily’s department, setting permissions to restrict edits.
Simplify permission settings with role-based presets.
Viewing and Utilizing the Dashboard
Emily logs in, views her assigned dashboard, and uses insights to identify top-performing products.
Emily occasionally struggles to find the dashboard among other shared resources.
Implement a “Favorites” or “Assigned to Me” section for quick access.
Feedback and Iteration
Emily provides feedback on the dashboard’s usefulness. Sarah iterates on the design based on Emily’s suggestions.
The feedback loop is informal and often delayed.
Introduce an in-app feedback mechanism to streamline collaboration.
Continuous Monitoring
Sarah monitors the performance and usage of dashboards through built-in analytics.
Limited insights into dashboard engagement.
Add usage statistics and engagement metrics to help admins refine dashboards further.
High Fidelity Screen
tracelink.com/reports-dashboards
tracelink.com/reports-dashboards
octobot.com
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