Overview
Business intelligence (BI) software leverages APIs, automation, and AI to simplify data compilation, organization, analysis, and visualization. It streamlines insights, performing everything but the actual decision-making.
Goals
Transitioning from the old client app to a SaaS platform required a user-friendly approach. Key objectives included:
Seamless integration of global variables and custom visuals.
Intuitive navigation for effortless user interactions.
Simple embedding and sharing to enhance collaboration.
Streamlined data creation and mapping for universal accessibility.
Continuous UX/UI improvements based on research and user feedback.
To understand user frustrations, we:
Conducted task-based usability tests, observing real users interact with the current system.
Recorded sessions for deeper analysis, identifying navigation bottlenecks and workflow inefficiencies.
*Derived insights from classified reports of Syncfusion Inc.
Hosted one-on-one meetings to dissect every module’s purpose, structure, and input flow.
Explored WPF and Web design principles, ensuring consistency in contextual dialogs and widget properties.
Analyzing six industry leaders, we examined:
User onboarding—how platforms guide new users.
Dashboard building simplicity—ease of customization and data visualization.
Collaboration features—how users interact and share insights.
Competitor tools analyzed:
Looker Studio (Google Data Studio)
Databox
SiSense
PowerBI
Tableau
Klipfolio
Grouped features, workflows, and pain points, and dentified dependencies, forming efficient task flows.
Step 5
Feature Analysis & Refinement
Each module—User Management, Data Connection, Dashboard Creation, Templates, Widgets, Sharing, Scheduling, Presentation Mode, and Notifications—was dissected for strengths, weaknesses, and opportunities.
Step 6
Documentation for Decision-Making
Captured detailed screenshots, listing pros, cons, behaviors, and options. Derived key sales factors influencing product success.
One of the major UX challenges was improving the usability and consistency across a vast library of over 40 charts and widgets. I started with a detailed usability audit and conducted in-depth interviews with analysts and dashboard builders. By observing real-world sessions, I identified pain points in customization, responsiveness, and discoverability of widget settings. I reorganized the property panels to be contextual, introduced smart defaults based on data types, and integrated live preview for real-time feedback. Additionally, I standardized margins, tooltips, and interactivity across the entire component set using a shared design system. This not only reduced friction but empowered business users to create complex dashboards without needing a developer.
35% faster dashboard creation time
40% reduction in widget configuration.
Increased mobile usage by 30% due to responsive layout optimisations.
Step 7
Column-Based Layouting
Dragging new/existing widgets adjusts placement dynamically based on proximity (50% threshold to top, bottom, left, or right). If no horizontal space is available, widgets resize to fit within a single column.
Step 8
Wireframing
Step 9
Visual Design & Interactions
Results & Impact
Enhanced Usability: Streamlined interface leading to higher engagement.
Strategic Insights: Competitive analysis informed smart UX decisions.
Iterative Improvement: Continuous refinement based on user feedback, ensuring long-term satisfaction.
