Overview
The introduction of PartnerHub to the Betterview platform brought an unprecedented influx of new data points, necessitating a more adaptable and user-centric dashboard. Recognizing the potential for data overload and the varied needs of our clients, the challenge was to design a Customizable UI that would allow users to not only manage the complexity but also to personalize their data visualization experience.
As a UX/Product Designer, my role was to lead the creation of a modular, customizable dashboard system that empowers clients to curate and prioritize data according to their unique operational needs.
Role
UX Design
Product Design
User Research
Teammates
1x Product Manager
4x Engineers
1x Designer
Designing a New Betterview Dashboard With a Modular, Customizable Interface
Year
2020-2021
Discovery & Research
The project kicked off with a deep dive into the current landscape of Betterview's platform and the new data challenges presented by PartnerHub.
User and Client Feedback
Conducted surveys and interviews with key stakeholders, including insurance underwriters and platform administrators, to understand their daily challenges with data management and the specific functionalities they desired in a customizable dashboard.
Iterative Prototyping
Building on the insights gathered, I spearheaded the development of initial wireframes and prototypes, focusing on flexibility and user personalization. This iterative process involved regular user testing and feedback sessions, allowing us to refine the UI in real-time and adapt to emerging user preferences and needs.
Design Workshops & Feedback
Facilitating design workshops became a regular fixture of our development cycle, providing a platform for stakeholder input and collaborative refinement of our prototypes. These sessions were instrumental in honing the most effective and user-friendly UI components, leading to a design that resonated with users and aligned with their workflows.
Competitive Analysis
Benchmarked against leading industry standards to ensure that the new UI would not only match but exceed the offerings of competitors, providing a unique and competitive edge for Betterview.
Data Prioritization
Collaborated with data analysts to identify the most critical data points and how they could be best visualized and manipulated by the end-user, allowing for a prioritization framework that would form the basis of the customizable dashboard components.
Visual Design & User Experience
With a user-centric approach, I crafted a visually cohesive design language that balanced aesthetic appeal with functionality. I paid special attention to module customization, ensuring that users could navigate and personalize their dashboards with ease, making complex data sets not only accessible but also actionable.
Process
I began by laying the foundation for a user interface that was both technically sound and aligned with the users' and clients' needs, setting the stage for the subsequent design and development work.
Results
The introduction of the Customizable UI to the Betterview platform marked a significant advancement in how insurance underwriters interact with property data. The successful implementation of this feature led to several key outcomes:
Enhanced User Autonomy
Users were empowered to tailor their dashboard layouts to fit their unique workflows, leading to a more intuitive and efficient data management experience.
Positive User Feedback
The modular design was met with acclaim from users, who appreciated the control and customization capabilities, noting significant improvements in their ability to quickly interpret and act on complex data sets.
Increased Platform Engagement
The new UI encouraged deeper engagement with the platform, as users could now easily access and prioritize the data most relevant to their tasks.
Business Impact
For Betterview, the Customizable UI represented a leap forward in product offering, solidifying its position as a leader in property intelligence solutions. It contributed to an enhanced user satisfaction and retention rate, reflecting the platform's adaptability to client needs.
The results of the Customizable UI project underscored the value of user-centered design and the importance of empowering users with tools that cater to their specific operational requirements.
Alignment with Development
Each design iteration was crafted to ensure both attractiveness and technical feasibility. I maintained a close partnership with the development team throughout the process, ensuring that our design concepts were not only visually compelling but also technically deployable within our existing platform structure.
