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Executive
Leadership 
Dashboard

Overview

Executive leadership came to our team looking to reimagine how our CEO engages with customers and events. Their existing system could not keep up with the scale of the business. My role as the designer was to leverage an existing contact system and create a comprehensive portal to make coordinating events easier across the organization.

Role & Timeframe

Lead UI/UX Designer

User Reasearch, Concepting, Wireframing, UI Design, User Flow Sketching, Prototyping, 

2020 - 4 Month Project

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The Problem

Executive leadership relied on a dated contact and event tracking process that could not handle the growing scale of the business. This lack of visibility made coordinating across the business both difficult and cumbersome.  

UNDERSTANDING CONTEXT

DESIGNING WHEN YOU CAN'T SPEAK TO THE END-USER

For me, it was important early on to be able to understand the current processes in place that were failing to effectively support the business. This problem space, however, was unique in that I'd have little to no access to speak with the end-user. Given the heightened security around executive leadership, I was provided little context before joining this project, strictly given info on a "need to know" basis. To get up to speed it was important to be in close contact with Marc's direct reports to better understand the current gaps in the system and what needed to be prioritized. 

 

By understanding the current process (visualized below) I would be better equipped to design the end portal. 

EXISTING PROCESS

Meetings for Marc come in a pipeline fashion. As account teams near proposal stages within deals, they will start to engage executive leadership to get potential executive meetings on their radar.

These meeting requests are then submitted through a Quip doc for review by the executive team. The account team is then responsible for communicating and scheduling meeting times, with limited visibility of an overarching schedule.

Marc gets briefed on each event only 1-2 days prior. This comes in the form of a binder with information documents including event type, contacts, and related files. A clunky and cumbersome process.

High volumes of meetings have overwhelmed the review process

Briefing documents were stored on physical contact cards, part of this effort was to convert them digitally.

Initial Design Concept

Feedback 

Establishing Hierarchy

After getting feedback around more weekday visibility I decided to establish multiple states for the date component to better convey where the user was in the current week. Establishing an active, prior, and upcoming state would allow the user to understand the week at a glance and remove the responsibility of the user to figure out the day of the week.

Weekday

Oversight

Meetings for Marc come in a pipeline fashion. As account teams near proposal stages within deals, they will start to engage executive leadership to get potential executive meetings on their radar.

Weekday

Oversight

Meetings for Marc come in a pipeline fashion. As account teams near proposal stages within deals, they will start to engage executive leadership to get potential executive meetings on their radar.