Scheduling Dashboard
Project type:
Work Project
Timeframe:
3 Weeks
Team:
Team Work
Role:
Designer
The Challenge
HMW identify problem in appointment capacity + team performance in a short amount of time?
This project was inspired by a work project. The Employee Appointment data was based on an appointment scheduling system, that uses for appointment creation, update, and cancellation. The dashboard needs to provide insights on employee availability and efficiency on a high level and increase data visibility across all organizational levels.
The Team
The Data
1M +
Line of Data
200 +
Fields
5 +
Companies
Identify Users
User Research
Stakeholder Interview
I had regular meetings and conducted interviews with our clients and stakeholders to learn about their work routines, technical levels, and needs.
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Dataset Analysis
I analyze the sample data from data types, to determine potential charts and features we can bring into.
Research Insight
Finding & Implications
Users have busy schedules, find it hard to identify actionable items, and want to find a pattern at-a-glance
User Flow Design
Key Design Decision
Breakout Chart
The Breakout Chart allow users to not only compare the value between individual but more importantly, find potential reason of anomaly.
Calendar View
The Calendar View is designed to illustrate the future and past capacity on monthly basis via a heatmap.
Users can filter by regions, teams, appointment types, etc. Clicking on or multi-select the days would filter the entire dashboard to selected days.
Exportable Table
A request keep brought up in the stakeholders meeting that clients want the ability to export the data based on the filter result for further inspection and report purpose.
Action Filters
By selecting and filtering anything on the charts would filter the whole dashboard to the selected group.
Final Prototype
Key Page Design
Home Page
Results & Testimonial
20%
Adoption Rate
With the delivery of the scheduling dashboard, approximately 20% of new users use this product.
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Revenue Generation
The dashboard will add as part o the analytics bundle and generate significant revenue in the future.
200%⬆
Task Efficiency
Customers can more easily find the information they want compared to the old data worksheet.
80%
Positive Feedback
The product received 80% of positive feedback from customers and will continue to iterate based on the feedback.