Discrepancy Report
Dashboard Design

Aventi is an established IT consulting firm and JaMP is their contract management tool. It provides the ability to generate contracts based on templates. It stores contract data and information in the cloud. I joined the effort to build a report dashboard for client managers to check differences between agreed services and the actual provided services.

*  This is a real project that was successfully shipped in April 2021. In this case study, a fictitious company name is used and images are blurred due to confidentiality.

Problem

Aventi JaMP Portal as it existed offered no data overview for contract discrepancies and users had to download the excel report from the portal for data and information.

Role

UX Designer & Researcher

Solution

A dashboard experience that can quickly provide insights and analysis of the key contract data and performance indicators.

Timeline

2 Weeks

Research

User interview

With the project manager, we were able to interview 3 client managers to get insights into their experience with the existing report portal and their expectations for the new dashboard.

Questions we asked

  • 01. How do you currently track discrepancy data?
  • 02. What data and information do you find valuable in the existing portal?
  • 03. What about the existing experience did not meet your expectation for checking contract data?

I can’t see if there’s any discrepancies between what’s on the agreement and what’s delivered.

- Interview Participant

I have to download the excel sheet and search on there every time I need to check something.

- Interview Participant

Key Insights

  • 01. Discrepancy data should be easily viewed and summarized.
  • 02. A visualized warning of issues with the contracts is needed.
  • 03. There is a clear need for efficient search of contract and data.
  • 04. Users need a quick overview of discrepancies for decision making.

Explore

Sketches

01. Contract List

Current design of the contract list is cramped. I simplified the list to leave space for data visuals.

02. Total discrepancies

An overview of discrepancies of all existing contracts. I identified 4 types of discprencies in the user interviews: price missing in the invoice, price missing in the contract, diffenrect prices in invoice and contract, identical.

I also visualized a year of data points with a line chart for better performance management.

03. Components overview

Each contract is composed of a number of components. It’s important to dive deep into each component and report on its discrepancies.

In this list, I added the price details of both in the invoice and in the contract. Any price discrepancies will be flagged in the report.

Mockups

Aventi has an established design system. I followed the guidelines of the design system when creating the hi-fidelity mockups.

01. Dashboard Overview

02. Component detailed report

Prioritization
& Development

With time and technical constraints in consideration, it was critical for design and development to come together and prioritize the features.
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We have decided to leave the yearly and weekly chart implementation out for the MVP.

Testing
& Iterations

I conducted a round of usability testings with client managers. By monitoring participants to complete tasks based on different scenarios, I wanted to find out:

  • If users can find answer to their questions efficiently.
  • If the dashboard can assist making decisions quickly.
  • If the navigation is clear and simple.

Before

User was unable to quickly filter the report.

After

By adding a legend that can filter the report by discrepancy type, users can now get a quick report of different types of discrepancies.

Retrospective

With the new dashboard design, client managers can now track and manage key performance data much easier and more efficiently.

What I leanred

I leanred a great deal from this project about adapting priorities to various constraints, and aligning UX design to direct business goals.

What I wish I have done

If given more time, I would want to use metrics like Tableau or Looker to track the usage rate of the dashboard to measure success.