HIghspot
Report Builder: Column Selection & Grouping
COMPANY
Highspot
ROLE
Sr. Designer
YEAR
2020
Timeframe
3 months
Project description
When I joined Highspot their analytics solution had recently been updated. This update added large amounts of data that would ideally allow users to generate numerous reports with valuable insights. However, users faced significant challenges navigating these large amounts of new data. The outdated user interface had not been built with a forward-looking approach, and thus was no longer able to meet user's needs. My goal was to design and implement a scalable user-centric solution that would meet user's current requirements and be adaptable to their future needs.
Process & Solution
Identifying the Problem
Conducted 10+ user interviews with Customer Success Managers and utilized their feedback to better understand their column organization and grouping needs and the potential impact on their workflows.
Exploring Solutions
Evaluated multiple approaches to column organization, balancing ease of implementation with functionality necessary to address the most critical use cases.
Collaborating Across Teams
Partnered with product managers and developers to assess technical requirements, ensuring the solution incorporated advanced grouping functionality in addition to column reordering and removal.
Iterative Design
Created and refined several design iterations for column selection and grouping. Incorporated feedback from stakeholders and subject matter experts to align user needs with business goals.
Delivering a Scalable Solution
Worked closely with the development team to implement column selection and grouping across all new reports. Added the feature's components to the design system library so that they could be used across the entire product and more easily maintained and scaled in the future.
Results & Learnings
Improved Usability
The column chooser allowed users to customize and organize data, significantly reducing the time spent searching for relevant columns and improving their overall experience.
Continuous Improvement
Conducted usability tests post-launch, iteratively refining the interaction design and functionality based on user feedback.
Enhanced Scalability
Integrated column selection and grouping into the design system, ensuring easy updates and seamless alignment across the entire product.