Vishal Thakur
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When we spoke with our clients, we uncovered a surprising insight: the PPDM reporting feature was underutilized.
Instead, clients like Walmart, Presidio, and Duke Energy were relying on alternative software solutions like Veeam and DPA to meet their reporting needs.
This highlighted a significant gap - PPDM's reporting feature wasn’t meeting user expectations, pushing them to look elsewhere.
Key issues we identified were:
Unclear Navigation
Confusing terms in navigation items made it hard for users to find reporting features.
Missing Report Previews
Users couldn't preview reports before generating them, leading to wasted time and frustration.
Limited Templates
Only a few pre-made templates were available, making it hard for users to meet their reporting needs quickly.
Inability to Edit Reports
Once created, reports couldn’t be edited or reused, limiting flexibility and efficiency.
Complicated Process & Navigation
Lack of Proper Templates
Missing Basic Functionalities
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Design starts with Empathy -
Understanding user challenges before creating solutions.
SKETCHING IDEAS
TAKING INTERNAL FEEDBACK
ITERATIONS, ITERATIONS, ITERATIONS
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After many iterations and user feedback, our solution evolved into four key features.
Report Preview
See it before you save it - users can now preview their reports in real-time, saving time and avoiding errors.
Report Download
Simplified downloading - choose formats like CSV or PDF effortlessly with just a few clicks.
Template Creation
Personalization made simple—users can now create and save customized templates for recurring needs.
Report Customization
Flexibility at its core - users can edit existing reports on the fly to suit their specific requirements.
View the interactive prototype here to explore the designs in action.
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Key Takeaways
Healthy Communication is Key:
As a design lead, I learned the value of open and active conversations with stakeholders.
Actively listening and knowing when to push back led to better collaboration and solutions.
Direct Client Interaction:
Engaging directly with clients gave me invaluable insights into pain points we hadn’t previously considered.
This experience highlighted the importance of stepping beyond secondary research and directly understanding user needs.
Outcomes
Increased Adoption:
Within the first month, 20% of clients began actively using the redesigned Dell Reporting feature.
By the third month, this number increased to 42%, showcasing the effectiveness of our user-centered redesign.
Enhanced Client Satisfaction:
Post-launch surveys showed a 27% increase in user satisfaction scores, indicating a positive reception to the redesign.
Better Insights for Businesses:
The new report preview and customization features helped clients make quicker, data-driven decisions, enhancing their workflows.