Enterprise Portfolio System

Enterprise Portfolio System (name changed) is a light house project in a major pharmaceutical company in the space of innovative medicine. The product collates data from different systems in one place which enabled business to produce medicine faster to its patients.

Problem to solve

This product has powerful engine, but usage metrics was very low. Significant investment was made to bring this product to existence. Although they had Personas defined, each persona thinks that this product is too complex and not for them.

Questions from Stakeholder

How can we make it simple?

How can we increase the usage?

How can we move away from PPT and dashboard to storytelling experience?

My Role in this project

We had team of three to make difference in this amazing product. I played lead researcher role.

I nail down the problem after talking to users. Sketch the solution (wireframe) in Miro. Get the approval on the strategy from stakeholders/business. Our amazing UI designer converts into magnificent high-fidelity design. I would take the design to user to test it. We rework on our design according to the findings and present to the stakeholder for final approval. Another exciting journey is to support development team to bring life to the designs.

Tools Used – Figma and Miro

Approach

Research Output

Brainstorming / Wireframe

Delivery/Solution

Personalised Home page
Simple Navigation
User onboarding
Better access/error handling
Go lean on Filters and Customization
Empower user to create own dashboards
Empower user to play with data and create widgets
Tell story using custom dashboard, slide show and export PPT

Result/Conclusion

This product became a real light house in the entire company and we started receiving lot of enquires on the features that we were building on story telling.
User usage increases 37%. It’s just a phase 1 improvement and we have few more phases planned.
Journey towards ‘Story Telling’ is still in progress and phase 1 is implemented and few more phase in progress.

Content