Billing dashboard concept
The billing dashboard concept is based on insights from our moderated user testing, exploring potential dashboard designs for timekeeping and billing within Filevine.
Overview
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Reviewed the current timekeeping and billing content.
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Brainstormed and sketched potential solutions.
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Conducted user studies to validate ideas.
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Refined designs based on feedback to enhance the dashboard experience.
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Developed an ideal user flow for dashboard implementation.
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Presented findings to project stakeholders.
WORK DONE
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User research

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Information architecture
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Wireframing
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Lead UX design
Discovering user needs
GOALS
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Understand users’ preferences in both Billing and Timekeeping areas.
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Identify common actions and tasks to inform future dashboard designs.
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Gather feedback to pinpoint areas for improvement and address user pain points.
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Propose dashboard designs that align with current UX trends, heuristic principles, and the Filevine Design System.
PROCESS
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Completed a content inventory of all Billing pages, sub-pages, and states, analyzing each to identify areas for improvement.
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Brainstormed and sketched ideas for a Billing dashboard, while also developing a sitemap to optimize the organization of Billing pages.
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Facilitated a moderated card-sorting session with 12 Filevine users, where participants grouped and ranked cards based on their own logic, helping us understand their mental models and guide our design choices.
Card sorting activity
Participant results
Dashboard design recommendations
This is a project I worked on while employed at Filevine