Basics

Problem

This project began because customers and prospects asked for it by name. “Do you have dashboards?” was a common question on calls. Defining the problem really was an exercise in what customers meant by “a dashboard” and how they anticipated using it.

What we learned was while OpenGov’s reporting product had powerful data exploration capabilities, it didn’t meet managers’ need for a quick snapshot of “How are we doing?” An aggregate view of a municipality’s finances and performance measures was clearly needed.

Role

  • Research
  • Prototyping
  • Interaction Design
  • Visual Design

Goals

  • Present data in a way that’s actionable
  • Create reusable building blocks for suite
  • Explore more sophisticated visuals

Process

process

Research Insights

Governments need to monitor to stay accountable.

The full picture is often in pieces in different reports in OpenGov and leadership doesn’t have time to poke around.

Users need to quickly get into why something is off.

Quote

Explore

We were lucky to have an unusual amount of access to customers so we met with each four times while developing designs.

create and learn

Exploration

Collect background on what a dashboard is

Feedback 1

Test different creation models

Feedback 2

Test a clickable prototype

Feedback 3

Gather feedback on visuals and data mappings

This allowed us to test out different paradigms for how to solve this.

graveyard

Through feedback, we were able to zero in on the required data, information architecture, and visual design for the tiles.

tiles

Design

Because of the scale of this product we needed to systematize and standardize the tile components.

tile system

Results

creation

tile flip

rearrange