Case Study: Integrating a Filtering System for Charts into Our Internal Platform

Overview:

This case study delves into the development and implementation of a UI filtering system for our internal platform. The aim was to address the need for seamless navigation and reduce the reliance on external platforms by allowing operators to filter and view charts directly within our internal system.

Problem Statement:

Operators were using two different platforms to handle their tasks efficiently. They needed to access charts and graphs from an external platform for filtered data insights, and then return to our internal platform to perform subsequent actions. This back-and-forth process was not only time-consuming but also error-prone, leading to operational inefficiencies.

Solution:

To eliminate the operational inefficiencies, we decided to integrate a filtering system for charts directly into our internal platform. This solution was developed in collaboration with a project manager (PM) and designed to meet the specific needs of our operators.

Research and Discovery:

The project started with a discovery phase, where I engaged in shadowing sessions with the operators. This allowed me to observe their workflow and understand their challenges firsthand:

Workflow Analysis: Shadowing provided insights into how operators navigate between platforms and the pain points of doing so.
Data Needs: I identified the types of charts and graphs that were essential to their tasks, along with the various filtering criteria required.

Design and Development:

UI Design: I designed the user interface for the new filtering system with a focus on simplicity and clarity:
Dashboard Layout: The new interface included a central dashboard, allowing operators to view, filter, and analyze charts within one screen.
Filtering Options: Drop-down menus and checkboxes were incorporated for filtering criteria, making it easy to refine the displayed data.
Visual Enhancements: Color-coding, tooltips, and dynamic chart updates were added for intuitive data analysis.
Integration: The development team implemented the new features, ensuring seamless integration into the existing platform and functionality:
Data Sync: Charts and graphs pulled directly from the internal database, with real-time updates based on selected filters.
User Testing: Operators were engaged in testing to validate the system's efficacy and ease of use.

Outcome:

The project yielded significant improvements:

Efficiency: Operators could now view and filter charts within the internal platform, eliminating the need for multiple platforms.
Time Savings: The streamlined workflow reduced time spent switching between platforms, boosting productivity.
User Satisfaction: Operators expressed satisfaction with the new system, highlighting its simplicity and functionality.

Lessons Learned:

User-Centered Design: Shadowing and engaging with operators throughout the design process ensured the solution addressed real needs.
Continuous Improvement: User feedback guided post-launch refinements, emphasizing the importance of iterative design.