Dashboards & Workflow Management
A platform to view and manage data effectively and efficiently
Old dashboard
Roles & Responsibilities
User Research, Competitive Analysis, User Interviews, UX Design, Product thinking, Stretegic decision making, Prototying, Usability Testing
Overview
Year: 2024
Team: Project Manager, Design manager, Product Designer (me), UX Researcher
Tools Used
Figma
Miro/Lucid Board
Amplitude
User Testing
Empower users to view, manage their data and take bulk actions
Our goal is to consolidate and scale the Manage experience, delivering a unified platform for workflow oversight and control monitoring. This involves developing centralized dashboards and contextual management panels, integrated directly into the core platform. By bringing together two currently disparate premium products into a single, cohesive experience, we'll enhance efficiency and user adoption.
The current interfaces of both premium products exist outside the core Smartsheet platform, resulting in a range of complex business and design challenges:
2 premium products has 4 dashboards currently
While 1 premium product has its standalone dashboard but the other has 3 sub-products in it with 3 separate dashboards.
Inconsistent Information architecture
The dashboard structures are very different often making it difficult to adapt and navigate for the new users.
Context Disconnect with the sheet
Users cannot reference or link active sheets during workflow creation, disrupting focus and efficiency.
Inconsistency and Scalability Issues
The lack of uniformity between the products hampers usability and limits future scalability across the ecosystem.
business probelms
Challenge
Currently, Smartsheet's import/export workflows are managed through separate dashboards for each premium product. This forces users to navigate multiple interfaces to control data flow, creating an inefficient and fragmented experience. We're addressing this by consolidating these product-specific dashboards into a single, unified dashboard integrated directly into the core Smartsheet platform.
This centralized approach will streamline workflow management, allowing users to view, manage, and run all import/export processes from one location, enhancing overall efficiency and user experience.
Goal
We're transforming the product from a product-name first to a function-first experience. This involves seamlessly integrating standalone tools into the core Smartsheet platform and centralizing workflows into a single, dynamic dashboard, enabling users to manage and take action directly within their sheets.
TL;DR Experience Goals
Expanding the vision to translate current fragmented experience to consolidated proposed experience.
Solution builders
Primary Users
Responsible for building workflows to bring data from 3P into Smartsheet, or vice versa.
Admins/Managers
Secondary Users
Responsible for setting up Connections (ex: Jira server) between Smartsheet and 3Ps and overviewing the usage to ensure value from investment.
The proposed experience - Long term
Elevated design looks with the brand new design system and is part of core platform.
It matters because…
Part of 'aha' moment
Product stickiness
