Audit Dashboard
What I did
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Low fidelity mockups
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Wireframes
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High fidelity mockups
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Prototypes
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HTML/CSS prototypes
Supports all device resolutions. Reduced number of clicks to a direct assigned tasks from 5 clicks to 1. Reduced number of clicks to a recent project from 3 clicks to 1.
Single Click Navigation
Users can navigate quickly to a direct assignment or recent project / assessment from the Dashboard.
Recent Activity can also be accessed from anywhere in the application from the main header.
Wireframes
The wireframes focus on the dashboard's functionality and features. Rather than getting lost in aesthetics, it was more important to prioritize the data and provide the best user experience.
Personas
Junior Auditor
Chief Audit Executive
Could be traveling extensively, and needs to task status quickly.
Prefers to see information quickly in a dashboard.
Senior Auditor
Many times this person is on the go and would like to access notifications from a smartphone.
Low Fidelity Mockups
Low fidelity mockups were very helpful in this stage since there were many moving parts. My sketches illustrated broad concepts, but received impactful feedback to reach the target goal.
Before
After
The Problem
"I do not know the current status of my tasks and projects. It takes forever to get to my recent work from the home page! I want to see my notifications in the application."
Results
The Challenge
Prioritizing the dashboard data, while satisfying each persona's needs. Also, developing an in-house solution to code the graphs.
The Goal
Support multi-device users with a mobile-first approach. Display necessary information in a dashboard environment to improve Audit workflow.
Supports all device resolutions. Reduced number of clicks to a direct assigned tasks from 5 clicks to 1. Reduced number of clicks to a recent project from 3 clicks to 1.
System Metric Display
Users can see data content filtered by an Assessment and Audit Plan. Work progress is displayed to provide efficient Audit management.
Overview
The home page transitioned from a static menu to a multi-purpose dashboard. Audtiors productivity improved with quick navigation to their assigned tasks, recent projects and notifications.