I was tasked with the opportunity to improve the layout and visual design of our existing fundraising reporting tool. The tool is used by our campaign managers, account managers and clients to keep track of all the finances relating to their fundraising campaigns.
Goal: To improve the ease of use for clients and blueprint internal users by updating the layout and refreshing the outdated visual design. One major challenge was to figure out how to present huge amounts of datasets from different sources into a presentable, easy to digest layout. That is also easy to understand and derive useful insights from.
Role: I first conducted an audit of the original/current tool to find out major problems. Then spoke with our accounts and digital campaigns team as part of my research. Lastly, I led the design overhaul of the tool while in constant collaboration with the developers.
Disclaimer: Due to a signed NDA at Blueprint, I can't share any details but please enjoy some of the design mockups shown below.
Status: As of September 2024, we are in the testing phase of the project. Continuous improvement is being carried out as bugs come up and get squashed.
June 2024 - Present
(Development & Testing)
Mar 2024 - May 2024
(Design)
Fintech
Advertising
Marketing
Public Relations
Myself - Lead Designer
Yanik - VP, Creative Director
Angie - Project Manager
Nick - Lead Developer & Partner
Scott - Sr. Developer
Megan - Sr. Developer
Alex - VP, Digital Campaigns
Joe - Sr. Digital Campaigns Director
Charles - Digital Campaigns Director
Wireframes
Mockups
Hi-fi Prototype
My main challenge was to present large amounts of financial data in a clear format that's easy for users to pull insights from.
The original tool only had capabilities to manage email fundraising.
Below shows tentative designs for the previous version of the tool that only accounted for email fundraising. Over time, support for texting, direct donate and recurring was also added which made the tool even more complex and cumbersome to use especially for the clients. Since they were not very tech-savvy.
The best way to make data easily scannable and usable is by utilizing Jakob's Law
From Jakob's Law we know that users spend most of their time on other sites. This means that users prefer your site to work the same way as all the other sites they already know. Using this information, I made the decision to research what other platforms and sites our users were using and similar products.
We wanted to reduce friction for users by making it function in a similar way to how their other products are. Because we know users will transfer expectations they have built around one familiar product to another that appears similar.
By leveraging existing mental models, we can create superior user experiences in which the users can focus on their tasks rather than on learning new models.
I researched Good Party, Anedot and DonorDock's dashboard which contain some of the similar information that we were dealing with in our platform.
I followed a similar table approach from Excel and tiles from DonorDock and graphs from Google Analytics
By leveraging existing mental models my users had from their past experiences of apps, I was able to create a solution that helps them focus on their tasks rather than on learning new design.
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Case study under construction!
This product is currently in the testing phase. The final designs and impact will be updated promptly. Please don't hesitate to ask any questions.