Sphera Dashboard

Intro (context + problem)

Project overview

ESG (Environmental, Social, and Governance) professionals, operational risk managers, sustainability specialists, and Life Cycle Assessment (LCA) analysts work with complex, domain-specific datasets. However, the lack of a centralized and customizable features leads to fragmented workflows, inconsistent data visualizations, and challenges in scaling insights across multiple locations or teams. This problem is especially acute for managers overseeing multiple plants or locations, as they struggle to create and replicate consistent dashboards tailored to monitor key metrics.
To address these issues, we designed a flexible dashboard feature that allows users to:

  • Create and customize multiple dashboards.

  • Adjust data sets, visualizations, and layouts to suit their needs.

  • Standardize dashboards across different locations or teams.

This feature aims to provide seamless, role-specific data visualization and insights, enabling cross-domain collaboration and better decision-making.

To comply with my non-disclosure agreement, I have omitted and obfuscated confidential information in this case study. All information in this case study is my own and does not necessarily reflect the views of my client.

My role & timeline

I led the research, UX/UI design, and documentation of the project. I worked with a cross-functional team including product managers, data scientists, and software engineers. This project took 6 months to get deployed.

Challenge & objective

Challenge was to create a customizable and scalable feature that caters to a diverse set of users with unique data needs while enabling managers to replicate and standardize dashboards across multiple operational units. We have the objective of design a user-centric feature that empowers users to visualize their data in customizable formats, manage and replicate dashboards to monitor similar data across multiple locations and achieve actionable insights from real-time data updates.

Key challenges

  • Balancing customization with simplicity to ensure usability for both advanced and non-technical users.

  • Designing for scalability to support multi-location management and cross-team collaboration.

  • Accommodating diverse data visualization needs (e.g., switching between graph types, dynamic data updates).

Research (insights + personas)

Understanding the users

Our research aimed to understand the pain points, workflows, and specific needs of the platform’s primary user groups:

  • ESG Professionals (focus on compliance and impact metrics).

  • Operational Risk Managers (monitor risks across business units).

  • Sustainability Specialists (track environmental KPIs and trends).

  • LCA Analysts (analyze cradle-to-grave product impacts).

Methodology & insights

Methodology:

  • User Interviews: Conducted 15 interviews with representatives from each user group.

  • Shadowing Sessions: Observed users’ workflows to understand data handling pain points.

  • Surveys: Gathered quantitative feedback on current tools and unmet needs.

Key Insights:

  • Users frequently switch between multiple tools to access and analyze data, leading to inefficiencies.

  • Managers struggle to replicate dashboards across locations, resulting in inconsistent reporting standards.

  • Users need the ability to customize visualizations (e.g., switching from heatmaps to bar charts) to cater to different stakeholders.

  • Collaboration is limited due to the inability to share or standardize dashboards effectively.

Methodology:

  • User Interviews: Conducted 15 interviews with representatives from each user group.

  • Shadowing Sessions: Observed users’ workflows to understand data handling pain points.

  • Surveys: Gathered quantitative feedback on current tools and unmet needs.

Key Insights:

  • Users frequently switch between multiple tools to access and analyze data, leading to inefficiencies.

  • Managers struggle to replicate dashboards across locations, resulting in inconsistent reporting standards.

  • Users need the ability to customize visualizations (e.g., switching from heatmaps to bar charts) to cater to different stakeholders.

  • Collaboration is limited due to the inability to share or standardize dashboards effectively.

Methodology:

  • User Interviews: Conducted 15 interviews with representatives from each user group.

  • Shadowing Sessions: Observed users’ workflows to understand data handling pain points.

  • Surveys: Gathered quantitative feedback on current tools and unmet needs.

Key Insights:

  • Users frequently switch between multiple tools to access and analyze data, leading to inefficiencies.

  • Managers struggle to replicate dashboards across locations, resulting in inconsistent reporting standards.

  • Users need the ability to customize visualizations (e.g., switching from heatmaps to bar charts) to cater to different stakeholders.

  • Collaboration is limited due to the inability to share or standardize dashboards effectively.

Design process (ideation + iteration)

Ideation process

We started with brainstorming sessions and rapid sketching to address the insights gathered. Key ideas included:

  • A modular dashboard with drag-and-drop components for flexibility.

  • A feature to duplicate and share dashboards for multi-location standardization.

  • Real-time data updates and customizable visualization types.

Low-fidelity wireframes were created to test basic functionality, such as dashboard customization and data integration.

Iteration process

  • Low-Fidelity Testing: Conducted usability tests with 10 users on basic prototypes. Feedback emphasized the need for simplicity in customization tools.

  • Mid-Fidelity Prototypes: Incorporated drag-and-drop components, standardized dashboard templates, and data source selection.

  • High-Fidelity Testing: Final designs were tested with all user groups to validate customization, replication, and visualization capabilities. Feedback highlighted the success of multi-location dashboard replication and ease of use.

  • Low-Fidelity Testing: Conducted usability tests with 10 users on basic prototypes. Feedback emphasized the need for simplicity in customization tools.

  • Mid-Fidelity Prototypes: Incorporated drag-and-drop components, standardized dashboard templates, and data source selection.

  • High-Fidelity Testing: Final designs were tested with all user groups to validate customization, replication, and visualization capabilities. Feedback highlighted the success of multi-location dashboard replication and ease of use.

Solution (final design)

Final design

The final solution is a flexible dashboard platform designed to meet the diverse needs of ESG, risk, sustainability, and LCA users:

  • Custom Dashboards: Users can create, modify, and save multiple dashboards.

  • Graph Customization: Switch between visualizations (e.g., line graphs, bar charts, heatmaps) with a single click.

  • Data Source Integration: Link multiple data sets and dynamically update dashboards in real time.

  • Dashboard Templates: Managers can create standardized templates and replicate them across locations.

  • Collaboration Tools: Share dashboards with teams or stakeholders with permissions to view or edit.

The final solution is a flexible dashboard platform designed to meet the diverse needs of ESG, risk, sustainability, and LCA users:

  • Custom Dashboards: Users can create, modify, and save multiple dashboards.

  • Graph Customization: Switch between visualizations (e.g., line graphs, bar charts, heatmaps) with a single click.

  • Data Source Integration: Link multiple data sets and dynamically update dashboards in real time.

  • Dashboard Templates: Managers can create standardized templates and replicate them across locations.

  • Collaboration Tools: Share dashboards with teams or stakeholders with permissions to view or edit.

The final solution is a flexible dashboard platform designed to meet the diverse needs of ESG, risk, sustainability, and LCA users:

  • Custom Dashboards: Users can create, modify, and save multiple dashboards.

  • Graph Customization: Switch between visualizations (e.g., line graphs, bar charts, heatmaps) with a single click.

  • Data Source Integration: Link multiple data sets and dynamically update dashboards in real time.

  • Dashboard Templates: Managers can create standardized templates and replicate them across locations.

  • Collaboration Tools: Share dashboards with teams or stakeholders with permissions to view or edit.

High-fidelity screens

The high-fidelity screens showcase a flexible, user-centric dashboard platform designed to empower users to customize and manage their data effectively.

Results (impact + learnings)

Measurable results

  • 55% increase in efficiency for users creating and managing dashboards, based on time-tracking metrics.

  • 75% adoption rate among managers overseeing multi-location operations.

  • 32% reduction in reporting errors due to standardized templates and real-time data updates.

  • 91% user satisfaction reported in post-launch surveys.

Learnings

This project underscored the importance of user research and iterative design in creating impactful, scalable solutions for complex workflows.I compiled a list of valuable insights I gained from this project:

  • Scalability is Key: Designing for multi-location managers highlighted the importance of replicable templates and standardized workflows.

  • Balance Complexity and Simplicity: Providing flexibility without overwhelming users requires thoughtful design of customization features.

  • Collaboration Drives Adoption: Users valued the ability to share and co-edit dashboards, which increased team alignment.

  • Iterative Testing Matters: Early feedback on customization tools ensured the final design met diverse user needs.

This project underscored the importance of user research and iterative design in creating impactful, scalable solutions for complex workflows.I compiled a list of valuable insights I gained from this project:

  • Scalability is Key: Designing for multi-location managers highlighted the importance of replicable templates and standardized workflows.

  • Balance Complexity and Simplicity: Providing flexibility without overwhelming users requires thoughtful design of customization features.

  • Collaboration Drives Adoption: Users valued the ability to share and co-edit dashboards, which increased team alignment.

  • Iterative Testing Matters: Early feedback on customization tools ensured the final design met diverse user needs.

This project underscored the importance of user research and iterative design in creating impactful, scalable solutions for complex workflows.I compiled a list of valuable insights I gained from this project:

  • Scalability is Key: Designing for multi-location managers highlighted the importance of replicable templates and standardized workflows.

  • Balance Complexity and Simplicity: Providing flexibility without overwhelming users requires thoughtful design of customization features.

  • Collaboration Drives Adoption: Users valued the ability to share and co-edit dashboards, which increased team alignment.

  • Iterative Testing Matters: Early feedback on customization tools ensured the final design met diverse user needs.

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RICARDO MARTINS

2024