Empowering analysts to uncover deeper insights into their data and make better informed decisions.
However, this is the norm for many analysts and businesses when acquiring software. While Olive helps streamlines the software procurement process, users typically focus only on summary results, rather than the comprehensive data that is offered by Olive.
How might we boost user engagement and maximize the presented data on Olive?
Olive is a platform that streamlines businesses' process of buying a software. They provide information about the software, then evaluate it against the requirements that each company has. Olive believes that this removes any biases and ensures personalized and focused results.
To understand the problem scope better, I conducted a competitive research analysis on softwares similar to Olive. I focused on their features and solutions they offer to their users.
From this analysis, it became evident that the information provided by these software solutions is generic and lacks customization for each company's needs. Furthermore, competitors often rely on reviews provided by current customers with disparate requirements.
I conducted user interviews with Olive's users and target users to understand more about their experiences when using Olive, and their pain points.
Key Takeaways:
Utilizing insights from the user interview, I crafted a persona: a proficient business consultant/analyst aspiring to be the problem-solving expert. Nonetheless, this persona encounters daily hurdles in effectively analyzing spreadsheets and making informed decisions.
I created 3 main pain points and its respective solutions:
With the persona in place, I initiated the ideation phase by sketching various data visualization concepts on paper. During this stage, I maintained open communication with the CTO, incorporating internal feedback to ensure alignment with their expectations and branding guidelines.
Here are some examples of sketches and the key screens:
After obtaining a clearer vision of the data visualizations, I charted the flows of the entire platform, with a particular focus on how users would navigate between different visualizations. This process not only helped me conceptualize other necessary components but also facilitated the creation of the overall user experience.
I created a clickable prototype on Figma, and conducted a remote usability test. During the sessions, I prepared series of questions and challenges I'd like them to do with the prototype. This way, I was able to evaluate how well users could navigate throughout the page and see if the designs provided would be effective.
Moreover, 100% of them also agreed that they would be able to learn these new features quickly.
"I'm a visual person – love seeing the data visualizations! These help me present easily to my stakeholders when coming to a software decision"
– Olive customer and business analyst
Here are some of the iterations I made, following the usability test sessions.
One of the features users loved was the ability to expand graphs to highlight differences between each software solutions. However, during the usability test, many of them are not aware of this feature.
Solution:
Instead of clicking onto the numbers to expand the graph, the grids are highlighted upon hover, indicating that it is clickable.
From the test, 60% agree that they feel confident using the platform*
*... Confidence will increase after several uses of the platform.
Solution:
I designed a step-by-step tooltip upon onboarding and trying out the new feature. Most people are already familiar with this format, hence increasing its chance of success.
The final solution of this project can be divided into three main sections:
Compare and contrast
Customers can easily compare software solutions across categories, requirements, stakeholders, and departments through intuitive data visualizations.
Expanding Grids
When multiple software solutions share similarities, expanding the grids helps users recognize that, despite commonalities, each solution excels in distinct areas.
Users can now choose from three distinct, customizable data visualizations. Each can be tailored to specific requirements using filters, grouping, and measurement options, making the data more engaging and insightful.
Beyond streamlining spreadsheets, these visualizations reveal additional factors and measurements that may influence decision-making—elements that are not immediately evident in raw spreadsheet data.
Being unfamiliar with software selection, this project initially felt challenging. This led me to place immense importance on the research phase, striving to deeply understand the issue's scope and empathize with users. Here, I also learned to plan impactful usability tests – from participant outreach and scheduling to defining objectives and success measures.
While working on this project, I initially embraced a blue-sky mindset to foster creative thinking. Looking back, I've realized the importance of maintaining a balance between creativity and practicality. In future projects, I aim to apply this lesson by actively collaborating with developers to ensure a more seamless transition from design to implementation
Above is the screenshot of Olive's website, with a snippet of one of the data visualizations I designed in their software.
Learn more about Olive here.