UX Design | UI Design | Prototyping
DesignStrategy
Created for
American Express
Timeline
6-8 months
Collaborated with
Product Managers, Developers and Leadership
About the Enterprise tool (nVision)
nVision (Dashboard Tool)
It is an in-house one stop shop enabling consumption of business performance reports across domains of AMEX. It consolidates reporting across multiple BI tools and provides a single-interface unified report distribution and alerting platform.
The Admin Panel
nVision Admin Panel is like the control centre. This is where admins and report producers manage all the data, ensuring everything runs smoothly.
Problem Statement
Reasons for Redesign
There were several challenges including :
Cumbersome navigation
Excessive clicks
Overwhelming information
Non-intuitive design
All of this hampered efficiency for admins and report uploaders.
So What?
These issues resulted in wasted man-hours onboarding users, frequent doubts, and unclear workflows, highlighting the need for a streamlined and intuitive redesign.
“ How might we streamline workflows like updating metadata, creating reports, and managing dashboards to minimise the time product owners spend guiding nVision users? ”
Who are the users?
The platform was used by two primary roles: Admins and Report Uploaders. Admins were responsible for creating, editing, and maintaining reports. Report Uploaders, on the other hand, uploaded reports related to their respective Business Units to the dashboard, adhering to the metadata specifications defined by the Admins.
The Solution
All new nVision Dashboard
Key Features:
Key metrics displayed upfront from the nVision usage dashboard.
All the report modification options activates on selection of a particular report from the table.
'New journey of creating a new report introduced in order to isolate the report creation process'
The all new 'Create New Report' Journey
Key Features:
The user can browse and select multiple reports in order to upload within the space page dashboard
The errors get displayed in case there are any problems while uploading the reports on the dashboard.
The user can now edit the cells within the table in case of any errors (red) or warnings (yellow).
This allows user to create reports in bulk at a time.
Update Metadata Journey
Key Features:
The error journey is more intuitive now. Inline error editing functionality was well received by the users.
The approach of selecting reports and then performing actions is a new approach taken and would help the users to focus on that particular report.
The approach of straightaway validating and finalising the report, felt way better than the confusing approach before.
My approach
As the sole designer on this project, I ensured thorough coverage of all necessary resources and managed my time efficiently to allow room for multiple iterations.
Existing platform journeys
I broke down all the major journeys into very superficial flows so that I understand the scope of work in place. This also helped me look at the individual journeys from a functional perspective.
User Research
It was not easy to arrive at the final solution. I began with procuring a list of users both Admin (these have the option to perform all the tasks and functions within the admin panel) and Report Uploaders (these people have the option of only uploading data files to the reports created by admins).
For the scope of this case study, following were the pain points that admins were facing while using the nVision admin panel:
User research revealed issues in both the overall information architecture and individual user journeys, as users struggled to navigate the platform independently.
Improved Information Architecture (IA)
Here is the new IA that I devised on the basis of inputs that I got during research. The key difference to note is that the new IA has all the journeys initiated from the Control Panel. As per this flow, the user no longer need to recall the Report unique key for each and every report in order to proceed with the flow.
User Flow
For the scope of this case study, I am focusing on two flows, once the user lands on the control panel :
The option to create a new report.
The option to update the already existing report.
Old flow:
Iterations
In order to achieve the new flow, there were a lot of iterations done. The mid-fidelity level wireframes were tested out by the users and thus arrived at the final solution. Here is a snippet of iterations.
Impact
The redesign of the nVision Admin Panel significantly improved workflow efficiency, reducing the dependency on Product Owners for routine queries. By streamlining report uploads and administrative tasks, the new system enhanced self-sufficiency, allowing users to complete their work with minimal friction.
This transformation had a measurable impact on American Express, cutting man-hours by 75%, leading to substantial operational cost savings.
The reduction in redundant back-and-forth communication freed up valuable time for admins, report uploaders, and Product Owners, enabling them to focus on higher-value tasks.
This efficiency boost not only accelerated decision-making but also enhanced overall productivity across teams, reinforcing the company’s commitment to seamless internal operations and digital transformation.