IRIS Lite

Mobile Tablet light version of IRIS Platform. To objectively measure operational performance that empowers managers to reduce risk, optimize resources, and target re-engineering opportunities.

Design Process:

• Research and Discovery:

  • Conduct user research to understand the needs, goals, and pain points of stakeholders, including executives, managers, and analysts.
  • Identify key operational metrics and performance indicators that are critical for decision-making and accountability.
  • Analyze existing data sources and systems to determine data availability, quality, and integration requirements.

• Define Requirements:

  • Collaborate with stakeholders to define specific requirements for the BI platform, including functionalities, features, and user roles.
  • Prioritize requirements based on business goals, user needs, and technical feasibility.
  • Develop user personas and use cases to guide the design process and ensure alignment with user needs.

• Design and Prototyping:

  • Create wireframes and prototypes to visualize the layout, navigation, and functionality of the BI platform.
  • Design intuitive user interfaces that enable stakeholders to access and interact with data easily.
  • Incorporate data visualization techniques to present complex information in a clear and understandable format.
  • Ensure scalability and reusability of design components to accommodate future growth and changes.

• Iterative Testing and Feedback:

  • Conduct usability testing sessions with stakeholders to gather feedback on the design prototypes.
  • Iterate on the design based on user feedback, making adjustments to improve usability, clarity, and effectiveness.
  • Test the scalability and performance of the BI platform to ensure it can handle large volumes of data and users.

• Development and Implementation:

  • Work closely with developers to translate design specifications into functional features and components.
  • Monitor the development process to ensure adherence to design standards and user requirements.
  • Conduct user acceptance testing (UAT) to validate that the BI platform meets stakeholder expectations and business needs.

• Deployment and Training:

  • Deploy the BI platform to production environments, ensuring smooth integration with existing systems and data sources.
  • Provide training and support to stakeholders to ensure they can effectively use the platform to access and analyze data.
  • Develop documentation and user guides to assist stakeholders in navigating the BI platform and interpreting reports and analytics.

• Monitoring and Optimization:

  • Monitor the usage and performance of the BI platform, gathering feedback from stakeholders on an ongoing basis.
  • Identify opportunities for optimization and enhancement based on user feedback, changing business needs, and technological advancements.

Continuously iterate on the design and functionality of the BI platform to improve usability, scalability, and effectiveness over time.

User Journey: Mobile Lite Version of Business Intelligence Platform

• Accessing the Mobile Lite App:

  • User downloads and installs the Mobile Lite app from the app store on their smartphone.
  • Upon opening the app for the first time, the user is prompted to log in using their credentials or register for a new account.

• Exploring Dashboard Overview:

  • User is greeted with a simplified dashboard overview upon logging in, displaying key operational metrics and KPIs in a concise format.
  • They can easily swipe or scroll through the dashboard to view different metrics and performance indicators.

• Viewing Reports and Analytics:

  • User selects a specific metric or KPI on the dashboard to view more detailed reports and analytics related to that metric.
  • The app presents the data in an easy-to-understand format, such as charts, graphs, or tables, allowing the user to quickly grasp trends and insights.

• Filtering and Customization:

  • User has the option to apply filters or customize the data view based on their preferences and specific needs.
  • They can adjust date ranges, apply segmentation criteria, or filter by specific parameters to focus on relevant information.

• Drilling Down for Details:

  • User can drill down into specific data points or categories to gain deeper insights and understanding.
  • Tapping on a data point in a chart or selecting a category in a table opens a detailed view with more information and context.

• Setting Alerts and Notifications:

  • User has the ability to set up alerts and notifications for important events or threshold breaches.
  • They can configure alerts to notify them when certain metrics exceed or fall below predefined values, helping them stay informed and proactive.

• Collaboration and Sharing:

  • User can easily share reports, insights, or screenshots from the app with colleagues or stakeholders via email, messaging apps, or other communication channels.
  • They can collaborate in real-time by discussing findings or making annotations directly within the app.

• Offline Access and Syncing:

  • User has access to cached data and can view previously accessed reports and analytics even when offline.
  • The app automatically syncs data with the server when a connection is available, ensuring users have access to the latest information.

• Providing Feedback and Support:

  • User has the option to provide feedback on the app’s usability, features, and performance.
  • They can access help resources, FAQs, or contact support directly from within the app if they encounter any issues or have questions.

• Logging Out and Security:

  • User can securely log out of the app to protect their data and privacy when not in use.
  • The app employs security measures such as encryption and authentication to safeguard sensitive information and prevent unauthorized access.

By following this user journey, the Mobile Lite version of the business intelligence platform provides users with a streamlined and user-friendly experience for accessing key insights and analytics on the go, empowering them to make informed decisions and take action anytime, anywhere.

Technology Used:
Adobe XD, Figma, Illustrator, Photoshop

Client: Citigroup, New York