manage and build reports
american express
@ work reporting is a central activity for program administrators, enabling them to manage and build reports from standard templates or customize templates to meet their business needs. in addition, users can also quickly track the status of reports and download them for documentation or use with third-party apps like microsoft excel.
my role. ux design. ui design. product strategy. user journey. user research.
problem.
no branding. inconsistent user interface. data mismatch. the complexity of the data has technical constraints. different tools. use of standalone offline tools made the experience feel disjointed. unclear messaging. users needed training to understand process.
solution.
updated user interface. updated to dls standards of accessiblity. rapid protoyping. sociliazed concepts with partners via mural. ux research. we asked our users how we could make the process more manageable. to increase clarity, the journey was split into manage reports and build reports.
process.
concepting and prototype. after all of the requirements had been gathered I spent the first portion of the process collaborating on mural to identify the architecture and page layout concepts. I used invision to create an interactive prototype and then socialized the experience to partners for feedback. next step was to get the prototype ready for user research.
user research. research partners fielded six users who have direct experience with reporting on the @ work platform. we tested every step to locate the most efficient solution for each journey.
manage reports. the user is able to manage a schedule of reports and can easily search for keywords or filter by category. clever hierarchy of information enables the user to locate the desired report, then browse scheduled and delivered reports to export or manage. this keeps the dashboard clear of many similar named files and the objective of the user front and center.
build reports. the step-by-step guide simplifies the users cognitive energy by leading them through a focused selection process. users found the process was easy to follow.
view reports. our solution brought the legacy reporting journey into a more connected and user-focused experience. users can now access reports within a browser with data visualization.
outcome.
overall feedback from early adoption participants has aligned with findings from qualitative user research. the new experience provides new messaging and a simplified user interface giving users a clear path to complete complex reporting tasks.
- globally launched product update
- component based layout and user interface
- delivery of pixel-perfect UX specifications for developers
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