Helping Zenysis users navigate to relevant health-data dashboards on mobile.

Helping Zenysis users navigate to relevant health-data dashboards on mobile.

Timeline

Sep 2024 - Nov 2024

Team

Nicolas Kim

Product designer

Carlo L.

Product designer

S.M.

Product manager

A.B.

Engineer

My role

  • Led the redesign of the homepage/search experiences

  • Researched search modalities that would best support the currently available dashboard metadata

  • Crafted user flows and UI specs for developer hand-off

Next steps

  • Quality Assurance

  • Gathering feedback from users to prioritize future iterations

  • Begin "Phase 2" design work (Sharing functionality, data visualization improvements, modifying filters)

Outcomes & Impacts

Curated experience

Condensed the mobile platform into a concise search experience to minimize navigation times.

Accessibility

Crafted components and guidelines that improve the platform's accessibility in terms of typography, color, and touch targets.

Design that scales

Designed a V1 solution that can be shipped quickly, but can easily be added onto as user data and feedback comes in.

Design highlights

Click me!

Before

Before

Before

Before

Information architecture

The search page has become the "Homepage". After logging in, the user is taken straight to a list view of their dashboards.

Active search

Dashboards results automatically matches user input text to dashboard titles.

All

All

All

All

Official Dashboards

Official Dashboards

Official Dashboards

Official Dashboards

My Dashboards

My Dashboards

My Dashboards

My Dashboards

Favorites

Favorites

Favorites

Favorites

Chip / Filter

Introduction of new chip components. The main use case allow the user to better view dashboards within the platform's existing filters.

Dashboard metadata

Dashboard cards will update to display relevant metadata based on the sort selection.

"difficulty in accessing dashboards on mobile"

"difficulty in accessing dashboards on mobile"

(This was a major pain point identified during interviews and field research with select individuals from the Mozambique + Rwanda Ministries of Health.)

(This was a major pain point identified during interviews and field research with select individuals from the Mozambique + Rwanda Ministries of Health.)

An audit highlighted sources of difficulty:

Not responsive

Currently, a majority of the content on the homepage must be scrolled to view and is not responsive at all.

Poor data organization

The homepage uses tables with large amounts of information that is hard to view on a mobile device.

Search

The search bar is not prominent and lacks guiding features that would be necessary to parse through dozens (or hundreds) of dashboards.

Existing platform

Existing platform

Problem statement

The current platform is a web-based app best used with laptops and computers, which makes it challenging for users to access and share data from their mobile devices.

The current platform is a web-based app best used with laptops and computers, which makes it challenging for users to access and share data from their mobile devices.

Task

Reimagine the mobile web experience in a way that makes locating relevant dashboards a seamless experience for the user.

Reimagine the mobile web experience in a way that makes locating relevant dashboards a seamless experience for the user.

Approach

Guiding Principles

Guiding Principles

Users and stakeholders expressed a desire for a new, bespoke design. I defined guiding principles that would keep my designs aligned with the user needs + business goals along every step of the process.

Homepage

The homepage should be designed to make access to relevant dashboards as efficient and frictionless as possible.

Search

The search experience is meant for targeted access to a dashboard that is not already available on the homepage.

It should have the ability to parse through a large amount of dashboards using specific search criteria (text input, filters, sort).

Early concepts

Early concepts

V1

List view that updates live

V2

Homepage w/ groups

V3

Similar to V2 +

advanced filtering

Considerations

Considerations

Along the way, it was brought up that the platform would be a Progressive Web Application (PWA). The two main considerations with this were:

  1. The platform will need to support offline usage

  2. Designs will need to account for navigation without browser controls such as the "back" button


Other considerations included: prioritization of dashboard names over thumbnails, changes in sort/filter metadata, space optimization, etc.

Progressive Web Application (PWA)

An app that's built using web platform technologies, but that provides a user experience like that of a platform-specific app.

Sometimes, less is more

Sometimes, less is more

With all things taken into consideration, the Zenysis team decided that V1 was the best solution for the launch of the new mobile web app. It simplified the most important user task into a single-page experience.

Straightforward navigation? Check.

Optimized for offline use? Check.

Low development cost? Check.

Reflection

Challenges

Challenges

Projects aren't perfect! There were constraints and setbacks that I had to work around.

Limited access to data

As a contracted designer, I was brought on after the user interviews had been completed. This affected my process in the following ways:

  • My initial ideation process was heavily based in competitive analysis & best practices

  • I relied on feedback loops with stakeholders to verify designs

As a result, there were some instances of oversight, and having to go back to lower-fidelity work to flesh out ideas after already getting to a high-fidelity stage of design.

Gaps in the design system

The established typography system and color palette are set up in a way that made it difficult to meet accessibility guidelines. I had to break *some* rules. This required me to be very intentional about when to steer off the rails and clearly explain why I was doing so.

Budget

Classic constraint. Keeping development costs into account meant prioritizing low-lift design solutions. I also had to be selective about what new components to introduce.

Next time…

Next time…

The lessons I'll carry onto the next phase of this project + all of my other work moving forward.

Get people involved at the right time

In hindsight, a lot of time could've been saved if we got stakeholders involved earlier in the process. Time is precious, and with certain stakeholders I believe there is such a thing as getting people involved too early. I think I have a better grasp of knowing when to bring in people like the CTO or engineer for feedback.

Working in parallel

There were times when I had to wait for certain pieces of feedback in order to progress with design work. In addition to being better at following up, I think I could've been better at planning my weekly/daily work cadence in a way that let me work on Task A while waiting for feedback on Task B.

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