Priority

Quick view data cards were designed to be ordered by importance of information and indicated by red, yellow, and green. The red indicator is relevant to the data being presented, sans a flag, or similar icon that represented one more item for the user to memorize.

Visualization

Yellow visualization represents a lower priority and shows data at a glance. Visualization types are generated based on data type.

Green

Green visualization type indicates that the data is positive and no significant action is required, but can be viewed in detail and shared as needed.

Branch Location

Users can select ATM data to view a specific machine, building, location, area, town, state, and nation.

Business Intelligence

New data analytics dashboard product

Challenge

How do we create a new B2B concept demo that uses real-time ATM data analytics, system diagnostic data, open source FDIC data, and create a functional AI dashboard from all this information to present at “Money 20/20”, the world’s largest payments & financial services innovation event?

Solution

Worked closely with our Product Manager and Business Analysis to source the best off the shelf business analytics service that would be able to integrate all data. Designed a real-time analytics dashboard to track business metrics and financial KPIs. Our software allows B2B clients to stay up to date with the information that matters to them with a dashboard that displays quick view tiled cards that can be clicked to open reports for exploring and sharing further.

Framework Selection
Moodboard - share designs, inspiration, and ideas quickly
UX Case Study - Visualization Proportions
Mockup 1 - Google card style
Mockup 2 - Full Mason Card style, Micro Card
Mockup 3 - Transition Animations
Mockup 4 - Light Theme
Money 20/20 Demo
1

Relationships

There are over 25,000 employees worldwide, so I've kept a pulse with all key leaders by reaching out on a consistent basis to continue those relationships by understanding each of their business goals, roadmaps, forecasting, competitive benchmarking, research, and diligence. I offer options with how my UX team can partner and create behavior solutions to meet and exceed their expectations.
2

New Squad

Our company created a new goal to focus on business intelligence and data analytics. The Product Manager, Project Manager, and I partnered up to plan the work, and work the plan. We calculated project plan, resources, sizing, and budget to complete it in just a few months. Not only did we want to create a Proof of Concept demo to present it at the major conference, but we strategically planned for this to be a functional product that's available to sell, by using the same amount of limited resources, time, and budget.
3

Exploration Pioneers

We demo'd several business intelligence software packages, and selected the one that fit our requirements. I learned how to fully understand its capabilities and limitations in tandem with the development team.

On the UX side, I explored as many visualization types, use cases, communication design language, current ux trends and methods for dashboard design, light vs dark theme, and responsive design patterns that made sense for our new product. Then presented a few mood boards with the team to review, digest, and collaborate with me.

4

Rapid Prototype

With our limited time, we all decided to skip wireframes and I quickly built a rapid prototype in photoshop and hype 3. It was actually easier for me to speak about and show the visualization in this way to the development team without any loss in communication or interpretation. The interactive prototype showed the theme layout, interaction, animations, transitions, spacing, etc. (see Mockup #3)
5

B2B Client #1

Working closely with the dev squad, listening to everyone's suggestions and roadblocks during several scrum iterations, we eventually created a light theme and locked down all functional elements. We were able to approve and meet our goal to present at the Money 20/20 conference. The marketing department created a promo from the conference and lots of screen time was from our business intelligence dashboard demo. We were even able to sign our first major B2B client a few months later!