TPS

TPS Dashboard is a project aimed at designing a data-insightful dashboard for internal use within a securities company .
Duration: 3 months
Role: Product Designer
Tools: Figma
Outcome: Main dashboard, customer management dashboard
The goal is to help teams optimize their consultation results and keep track of both personal and team performance. The dashboard needed to present complex data in an accessible and actionable manner to enhance productivity and decision-making.

Problem

Data Overload: teams were overwhelmed with the sheer volume of data available, making it difficult to extract actionable insights.
Poor Data Visualization: Existing tools did not effectively visualize data, leading to misinterpretation and difficulty in tracking performance metrics.
Fragmented Information: Data was scattered across multiple platforms, causing inefficiencies and frustration among team members.
Lack of Customization: Users had different needs and preferences, but the current systems did not allow for personalization of the data views.
Inefficient Tracking: There was no streamlined way to track personal and team performance against set goals and KPIs.

How might we help users have an insightful overview of all the information they need to make consultation decision that will impact their goals and performance?

Solutions

Simplified Data Visualization:
- Implemented clear and intuitive data visualizations, such as charts, graphs, to make data more comprehensible.
- Used color coding and visual hierarchies to highlight key metrics and trends.
Unified Dashboard:
- Integrated data from various sources into a single, cohesive dashboard.
- Designed an intuitive layout that provides a comprehensive overview while allowing easy drill-down into
specific details.
Customization Options:
- Added features to customize the dashboard based on individual user roles and preferences.
- Allowed users to set up personalized alerts and notifications for critical updates.
Performance Tracking Tools:
- Developed features for setting and tracking personal and team goals.
- Included performance analytics and benchmarking tools to compare results against targets.

After thought:

Through this project, I've learnt more about a few things:
- The importance of effective data visualization, simple and clear data visualization can significantly enhance the usability of a dashboard, making it easier for users to interpret and act on the data presented.
- Offering customization options allows users to tailor the dashboard to their specific needs, increasing relevance and usability.
Besides that learning about stocks and other assets helps me broaden my domain knowledge.