Situation

Customers of tax SAAS Nextens are changing their practice from tax filing to advice. Nextens wanted to support their users in signalling advice opportunities to visualise year-on-year changes in the tax data of their clients.

Task

UX research, interaction design and dashboard design in PowerBI and Adobe XD.

Activities
  • Continuous UX research (2 co-creation sessions, 20+ interviews and 3 surveys) throughout with customers and alpha- & beta-testers;
  • Communicate findings to the development team and management, thus ensuring prioritization for key ux-challenges for customers;
  • Internal data-visualisation workshops to map the customer wishes to which and in what shape data could be displayed;
  • Design dashboards directly in Microsoft PowerBI with example data in intensive collaboration with the agile development team and supporting the team to implement required changes;
  • Design data visualisation dashboards and interactions in Adobe XD with design specs for developers;
  • Colour study top optimize the display of colours for the visual impaired;
  • Closely collaborate with the scrumteam for implementation.
Results

A valued expansion to the Nextens suite for our customers which was released in december 2017.

A closer look at creating visualisations for advice opportunities

Internal workshop to identify potential advice opportunities that could better or faster be answered by visualizing data in Nextens.
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Nextens advice opportunity workshop

Internal workshop to identify potential advice opportunities that could better or faster be answered by visualizing data in Nextens.

Identified advice opportunities were grouped in sections and then put on a scale of customer value and technical feasibility.
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Nextens advice opportunity workshop - feasibility

Identified advice opportunities were grouped in sections and then put on a scale of customer value and technical feasibility.

In a follow-up session the visual representation of advice opportunities were explored on a whiteboard before design and development started.
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Nextens data visualisation workshop

In a follow-up session the visual representation of advice opportunities were explored on a whiteboard before design and development started.

A closer look at the development of one of the six dashboards

Based on many interviews, internal brainstorms and a creative session with customers, the initial dashboard was released to a small group of testers for them to trial.
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Dashboard "Overview" iteration 2 (alpha)

Based on many interviews, internal brainstorms and a creative session with customers, the initial dashboard was released to a small group of testers for them to trial.

With loads of feedback from the alpha-testers through surveys and interviews, we choose a new development framework with more flexibility so that the design and interactions were altered to better meet customer needs.
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Dashboard "Overview" iteration 4 (beta)

With loads of feedback from the alpha-testers through surveys and interviews, we choose a new development framework with more flexibility so that the design and interactions were altered to better meet customer needs.

In collaboration with a visual designer, the dashboards were then visually optimized for the visual impaired and further aligned with the brand new styleguide for the Nextens portfolio.
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Dashboard "Overview" iteration 5 (live)

In collaboration with a visual designer, the dashboards were then visually optimized for the visual impaired and further aligned with the brand new styleguide for the Nextens portfolio.

research & design at

Work done in collaboration with an agile development team and otherwise involved co-workers at RBI