BM Cosole:
Dashboard Design
UX Design · UI Design
Problem Statement
The old dashboard struggled with usability, efficiency, and visibility. Users faced challenges in navigating multiple sections, tracking ongoing actions, and managing company-related tasks, leading to time-consuming workflows and inefficiencies.
My role
Lead Designer
Timeline
Nov 2021 - Jan 2022
Undustry
B2B / SaaS
Company
Old dashboard
Project Goal
Simplify and streamline the signing process by:
Creating a dedicated dashboard for managing signings and documents.
Automating the signer assignment and document generation process.
Enhancing user experience with better navigation, task visibility, and efficiency.
Providing company secretaries with a centralized place to track and complete signings.
Final Design Breakdown
Implemented customization options that empower users to personalize their dashboard experience, allowing them to prioritize essential information and tools tailored to their workflows. Users can adapt their dashboard based on their specific needs and the companies they manage, enhancing efficiency and usability.
Side Navigation
The new side navigation layout streamlines access to essential actions, improves workflow clarity, and enhances the overall user experience.
Customize Onboarding Experience
Tracking Actions Status
Tracks documents and actions in real-time, helping users stay on top of their tasks.
Starred Items (Users, Companies) & List of My Companies with easy access
Quick access to important companies or users for easy management.
Challenges
Switching from top to side navigation required careful testing to ensure a smooth transition and user adaptability.
Future Enhancements: Advanced filtering, Company Dates tracking
Conclusion