Overview

I conducted in-depth UX research to identify pain points, usability gaps, and opportunities for improving the reporting platform experience. The goal was to enhance data accessibility, usability, and efficiency for end users, ensuring reports are actionable and aligned with business needs.

Key Research Goals

• Understand how users interact with the reporting platform and identify friction points.
• Assess the effectiveness of navigation, filtering, and data visualization.
• Evaluate information hierarchy and clarity to improve decision-making.
• Identify gaps in customization, automation, and export functionalities.
• Benchmark against industry best practices to enhance overall user experience.

Methodology

• User Interviews – Spoke with data analysts, finance teams, and decision-makers to uncover real-world use cases.
• Usability Testing – Conducted task-based assessments to analyze workflow efficiency and pain points.
• Heuristic Evaluation – Audited the platform against usability and accessibility standards.
• Competitive Analysis – Compared the platform’s UX with leading industry solutions.
• Surveys & Feedback Loops – Collected quantitative insights from existing users to validate pain points.

Key Findings & Challenges

• Navigation Complexity – Users struggled with locating key reports and filtering data efficiently.
• Data Overload – Information was cluttered and lacked clear prioritization, making insights harder to extract.
• Customization Limitations – Users wanted more control over dashboards, saved filters, and report scheduling.