Client Dashboard Project
Project Overview
In this project, I worked on designing and developing a client dashboard aimed at improving collaboration between our client and the Hartman Retainer Service (HRS) team. The dashboard was created to streamline communication, centralize resources, and provide easy access to data, making the interaction between the client and the HRS team more efficient.
Purpose of the Client Dashboard
The client dashboard was designed to solve key problems the client and HRS team were facing. The goal was to provide a single platform where both parties could communicate, share important resources, and access relevant data without relying on scattered systems or old-fashioned methods like email.
Role
I worked as both the designer and front-end developer on this project. I collaborated closely with the project manager and back-end engineer to ensure that the dashboard met all functional and user needs.
Define Problems & User Needs
Problem Identification and Research: At the outset of the project, I led efforts to identify and address several critical challenges that our client and the HRS team were facing:
​
-
Communication Issues: The client and HRS team were primarily relying on emails and phone calls, which led to delays and confusion when managing requests.
​
-
Scattered Resources: Policies and important documents were spread across different platforms, making it hard for the team to find the information they needed quickly.
​
-
Low Engagement: Employees weren’t actively participating in HRS-related activities, which affected overall performance and missed opportunities for feedback.
​
-
Limited Data Access: The HRS team had difficulty accessing client-specific data, which made it harder to offer personalized support and track engagement metrics.
​
The Solution
To address the critical challenges identified during the Problem Identification and Research phase, we pursued a user-centered redesign approach. This approach aimed to comprehensively resolve the issues that our client and the HRS team faced:
​
a. Better Communication: We added a real-time communication system to the dashboard, reducing the need for back-and-forth emails. This allowed users to track and manage requests more easily.
​
b. Centralized Resources: We created a central location in the dashboard where all important policies and documents were stored, making it easy for the team to find the information they needed.
​
c. Boosted Engagement: Interactive features like surveys and feedback forms were added to the dashboard, encouraging users to actively participate and engage with HRS activities.
​
d. Data Access: We built a secure section for the HRS team to access and analyze client data, helping them provide personalized support and make decisions based on real-time insights.
​​
Timeline & Tasks
The microsite project followed a structured timeline:
4 Weeks
Research and Planning
During this phase, I conducted user research, identified requirements, and outlined the project plan.
High-Fidelity Prototype
Development
During the development phase, we used frameworks like Bootstrap and CSS to create a responsive and user-friendly design. As the front-end developer, I was responsible for coding the interface, using HTML and CSS to bring the designs to life. My dual role as both designer and developer allowed me to ensure that the design not only looked good but was also easy to implement and use.
UI Guidelines & Modules
As the project evolved, we realized the need for consistent design components. I led the creation of a reusable UI guideline and modular components, which ensured that the dashboard was easy to update and maintain while delivering a smooth and consistent user experience.
