CLIENT
PwC DASHBOARDS
[ UX/UI ] Visual Data Dashboards
PwC Dashboards
[ UX/UI ] Visual Data Dashboards
PwC Dashboards
[ UX/UI ] User Experience & Interface Designs
66degrees
PwC Financial
PROJECT
Dashboard Design
YEAR
22-2023
ROLE
Lead UX/UI Designer
Consultant
SUPPORT
- Project Owners
- Consultant to PwC teams
- Front-end Development
Driving Digital Transformation through UX/UI Experience
PwC's Visual Data Dashboards
INTRODUCTION
As the Lead UX/UI Design Consultant for 66degrees, Kyle Vena worked with innovative companies to modernize and secure infrastructure, apps, data, and day-to-day collaboration with Google Cloud. Focusing on business outcomes at every step, Kyle utilized his expertise in rapid prototyping to create highly effective dashboard designs for a range of clients.
In this role, he played a crucial role in driving meaningful digital transformation for 66degrees and its clients.
CLIENT
PROJECT
Dashboard Design
YEAR
22-2023
ROLE
Lead UX/UI Designer
Consultant
SUPPORT
- Project Owners
- Consultant to PwC teams
- Front-end Development
Driving Digital Transformation through UX/UI Experience
PwC's Visual Data Dashboards
INTRODUCTION
As the Lead UX/UI Design Consultant for 66degrees, Kyle Vena worked with innovative companies to modernize and secure infrastructure, apps, data, and day-to-day collaboration with Google Cloud. Focusing on business outcomes at every step, Kyle utilized his expertise in rapid prototyping to create highly effective dashboard designs for a range of clients.
In this role, he played a crucial role in driving meaningful digital transformation for 66degrees and its clients.
PROBLEM
- Disorganized Navigation & Page Overload: Existing MicroStrategy dashboards suffer from a cluttered structure, requiring a streamlined and consolidated approach.
- Inconsistent Navigation Elements: Lack of consistency in secondary menus and unclear distinctions between CTAs, filters, and data pairings hinder intuitive user interaction.
- Visual Dissonance: Visual charts are disjointed and fail to seamlessly integrate with detailed data, compromising the overall visual coherence.
- Outdated Hierarchy and Branding: The hierarchy on pages and PwC branding elements are outdated and inconsistent, contributing to an overall dated user experience.
Addressing these issues is critical for achieving the objective of user-friendly, accessible, and visually cohesive financial dashboards catering to the needs of executives, HR, and management..
PROBLEM
- Disorganized Navigation & Page Overload: Existing MicroStrategy dashboards suffer from a cluttered structure, requiring a streamlined and consolidated approach.
- Inconsistent Navigation Elements: Lack of consistency in secondary menus and unclear distinctions between CTAs, filters, and data pairings hinder intuitive user interaction.
- Visual Dissonance: Visual charts are disjointed and fail to seamlessly integrate with detailed data, compromising the overall visual coherence.
- Outdated Hierarchy and Branding: The hierarchy on pages and PwC branding elements are outdated and inconsistent, contributing to an overall dated user experience.
Addressing these issues is critical for achieving the objective of user-friendly, accessible, and visually cohesive financial dashboards catering to the needs of executives, HR, and management..
PROBLEM
- Disorganized Navigation & Page Overload: Existing MicroStrategy dashboards suffer from a cluttered structure, requiring a streamlined and consolidated approach.
- Inconsistent Navigation Elements: Lack of consistency in secondary menus and unclear distinctions between CTAs, filters, and data pairings hinder intuitive user interaction.
- Visual Dissonance: Visual charts are disjointed and fail to seamlessly integrate with detailed data, compromising the overall visual coherence.
- Outdated Hierarchy and Branding: The hierarchy on pages and PwC branding elements are outdated and inconsistent, contributing to an overall dated user experience.
Addressing these issues is critical for achieving the objective of user-friendly, accessible, and visually cohesive financial dashboards catering to the needs of executives, HR, and management..
OBJECTIVE
Revamp and elevate the user experience of PwC Financial’s financial dashboards by transforming outdated MicroStrategy interfaces. The primary focus is on delivering enhanced accessibility, streamlined data reading, and enriched visual data and reporting capabilities. Tailor the redesign specifically for High-Level Executive and Line of Service (LoS) Summaries, Impact Tier Distribution, Diversity Analysis related to Pay and Bonus, and other internal dashboards essential for HR, Management, and Executive functions.
OBJECTIVE
Revamp and elevate the user experience of PwC Financial’s financial dashboards by transforming outdated MicroStrategy interfaces. The primary focus is on delivering enhanced accessibility, streamlined data reading, and enriched visual data and reporting capabilities. Tailor the redesign specifically for High-Level Executive and Line of Service (LoS) Summaries, Impact Tier Distribution, Diversity Analysis related to Pay and Bonus, and other internal dashboards essential for HR, Management, and Executive functions.
ELEVATED UX DESIGN JOURNEY
Embark on Four Strategic Phases
Empathize
Optimized Paths, Cohesive
Interactions, and Clear User Journeys
Adaptive Exploration
Rapid Iteration, Agile Navigation
and Responsive Ideation
Foundation Building
Design Framework, Brand
Consistency, and Modern Aesthetics
Ideate, Pitch, Iterate
Collaborative Prototyping, Iterative
Design, and Visual Refinement
Empathize
Flows, Maps, and Seamless Journey
Strategically Unveiling PwC's Data Landscape
Reorganizing, Mapping, and Enhancing User Interaction through Collaborative Workshops with 66 Degrees and PwC Teams.
- Objective-Aligned Interaction Design: Crafting user flows, maps, and journeys to refine navigation elements, ensuring a clear and cohesive user experience.
- Problem-Solving Navigation Challenges: Mitigating inconsistencies in secondary menus and enhancing user understanding through strategic flow mapping.
View their existing examples below: (Pairing & Reorganizing)
Empathize
Flows, Maps, and Seamless Journey
Strategically Unveiling PwC's Data Landscape
Reorganizing, Mapping, and Enhancing User Interaction through Collaborative Workshops with 66 Degrees and PwC Teams.
- Objective-Aligned Interaction Design: Crafting user flows, maps, and journeys to refine navigation elements, ensuring a clear and cohesive user experience.
- Problem-Solving Navigation Challenges: Mitigating inconsistencies in secondary menus and enhancing user understanding through strategic flow mapping.
View their existing examples below: (Pairing & Reorganizing)
Adaptive Exploration
Rapid Ideation for Streamlining
Effortlessly Access Financial Services with Enhanced UX
- Objective-Driven Ideation: Swiftly adapting and ideating to reorganize navigation and mitigate the issue of dashboard overload.
- Problem-Focused Approach: Addressing cluttered dashboards through rapid adaptation and learning to streamline the user experience.
View UX Example Scenarios below:
Adaptive Exploration
Rapid Ideation for Streamlining
Effortlessly Access Financial Services with Enhanced UX
- Objective-Driven Ideation: Swiftly adapting and ideating to reorganize navigation and mitigate the issue of dashboard overload.
- Problem-Focused Approach: Addressing cluttered dashboards through rapid adaptation and learning to streamline the user experience.
View UX Example Scenarios below:
Foundation Building:
Crafting PwC Style Guide and Design System
Nurturing PwC's Design Essence
Crafting PwC’s Modern Identity: Through a robust style guide and design system, we’re reshaping outdated elements to ensure a timeless and cohesive design language.
- Objective-Embedded Foundations: Establishing a solid foundation by creating a PwC style guide and design system for consistent and modern aesthetics.
- Problem-Resolved Outdated Elements: Addressing outdated hierarchy and branding elements by initiating a foundational design system.
View comparison examples below:
Foundation Building:
Crafting PwC Style Guide and Design System
Nurturing PwC's Design Essence
Crafting PwC’s Modern Identity: Through a robust style guide and design system, we’re reshaping outdated elements to ensure a timeless and cohesive design language.
- Objective-Embedded Foundations: Establishing a solid foundation by creating a PwC style guide and design system for consistent and modern aesthetics.
- Problem-Resolved Outdated Elements: Addressing outdated hierarchy and branding elements by initiating a foundational design system.
View comparison examples below:
UX/UI Design
Ideation, Pitching, and Iterative Feedback
Fostering Collaborative Prototyping
- Objective-Driven Prototyping: Engaging in rapid ideation, pitching concepts, and iterative feedback loops to refine the visual design and user experience.
- Problem-Solving Through Iteration: Mitigating visual dissonance and enhancing data representation by fostering a collaborative ideation and feedback process.
View UX Example Scenarios below:
UX/UI Design
Ideation, Pitching, and Iterative Feedback
Fostering Collaborative Prototyping
- Objective-Driven Prototyping: Engaging in rapid ideation, pitching concepts, and iterative feedback loops to refine the visual design and user experience.
- Problem-Solving Through Iteration: Mitigating visual dissonance and enhancing data representation by fostering a collaborative ideation and feedback process.
View UX Example Scenarios below:
Revolutionizing Financial Insight
User-Centric Design Meets Data Brilliance
RESULT
Through a seamless fusion of creativity and functionality,
the PwC Financial dashboards have become a beacon of
success, guiding us through data with clarity and
precision. The collaboration with our design partner
has truly revolutionized the way we perceive and
interact with financial insights.
In the triumphant conclusion of our endeavor, the delivery for PwC Financial stands as a testament to the power of user-centric design.
Through meticulous mapping of user journeys, extensive research, and dynamic UX ideations, we have reshaped the financial dashboard landscape. The impact is profound, with three distinct dashboards — the Impact Tier, Rewards, and Summary — each meticulously calibrated and seamlessly merged into a unified, user-friendly experience. Calibration Listings now provide clarity, and prototype demos showcase the journey from ideation to refinement.
RESULT
Through a seamless fusion of creativity and
functionality, the PwC Financial dashboards have become
a beacon of success, guiding us through data with clarity
and precision. The collaboration with our design
partner has truly revolutionized the way we perceive
and interact with financial insights.
In the triumphant conclusion of our endeavor, the delivery for PwC Financial stands as a testament to the power of user-centric design.
Through meticulous mapping of user journeys, extensive research, and dynamic UX ideations, we have reshaped the financial dashboard landscape. The impact is profound, with three distinct dashboards — the Impact Tier, Rewards, and Summary — each meticulously calibrated and seamlessly merged into a unified, user-friendly experience. Calibration Listings now provide clarity, and prototype demos showcase the journey from ideation to refinement.
Decrease
In Cognitive Overload
Increase
Overall Dashboard Usability
Time Saved
HR Efficiency Boost
Task Completion
Time Management Triumph
Problem Detection
Executive Alerts Advantage
Decrease
In Cognitive Overload
Increase
Overall Dashboard Usability
Time Saved
HR Efficiency Boost
Task Completion
Time Management Triumph
Problem Detection
Executive Alerts Advantage
DELIVERY HIGHLIGHTS
This comprehensive delivery not only meets objectives but surpasses them, marking a significant milestone in the evolution of financial dashboards at PwC.
- Mapping User Journeys: Crafting intuitive pathways for seamless navigation.
- Research & Discovery: In-depth exploration to inform every design decision.
- UX Ideations, Feedback, & Demos/Workshops: An iterative process fostering innovation and collaboration.
- Impact Tier UX/UI Dashboard: A pinnacle of user-centric design for high-level insights.
- UX/UI Merged Calibration Version: Unifying dashboards for a harmonious user experience.
- Rewards UX/UI Dashboard: A visually engaging and user-friendly rewards interface.
- Summary UX/UI Dashboard: Condensing complex data into a clear, informative summary.
- Calibration Listings UX/UI: Providing clarity in data presentation and interaction.
- Prototype Demos & Version Control: Showcasing the evolution of design with precision.
- UI Kits & Libraries Added: Enhancing design consistency and efficiency.
- PwC Style Guides & Components: Establishing a foundation for cohesive and modern aesthetics.
DELIVERY HIGHLIGHTS
This comprehensive delivery not only meets objectives but surpasses them, marking a significant milestone in the evolution of financial dashboards at PwC.
- Exhaustive UX Research & Discovery
- Thorough Auditing & Documentation
- UX Rapid Prototyping
- Thoughtfully Crafted UX/UI Flows & Journeys
- Meticulously Developed Design System
- Captivating UI Wallet Mobile Design: