Product Design

Support Team PowerBI Dashboard

My Role
Product Design Lead
Timeline
Jan 2024

Introduction

I led the design of a Support Dashboard for an internal support team to streamline support ticket management within the organisation, providing critical insights through a user-friendly interface built using Figma and implemented in Power BI. This initiative aimed to enhance visibility of operational performance, facilitate effective resource allocation, and improve user satisfaction within the company's internal support functions.

Note: Only placeholder information is displayed within the UI shown below.

My Role

As the lead designer for this dashboard, my responsibilities included initial concept creation, detailed UI design, and multiple iterative improvements based on user feedback. I conducted usability tests directly with end users, collaborated with Power BI developers, QA specialists, support agents, and managers, ensuring the dashboard met operational requirements and delivered clear, actionable insights.

Challenges and Goals

Challenges:

  • Limited visibility into ticket statuses and performance metrics.
  • Difficulty identifying bottlenecks and recurring issues.
  • Inability to efficiently track and manage sensitive data across different user roles.
  • Disjointed data reporting from various sources resulting in inconsistent insights.

Goals:

  • Create a centralised, accessible dashboard offering comprehensive visibility into support ticket management.
  • Develop role-based views ensuring secure handling of sensitive information.
  • Simplify monitoring and enhance the responsiveness of the support teams.
  • Enable the identification of performance trends and satisfaction metrics.

Ideation and Data Collection

During the ideation phase, I first researched data intensive dashboards and design limitations for PowerBI. Then, I conducted extensive stakeholder consultations, including meetings with support agents, managers, and senior management. I mapped user journeys to identify essential functionalities and data points required for effective management. I also facilitated data collection, identifying necessary data sources such as ticket details, employee assignments, and user feedback, primarily sourced from SQL databases and internal reporting systems.

Assessment of data quality and accessibility, highlighting security measures and readiness for reporting.

Design and Iteration

Using Figma, I created an interactive and intuitive UI with clear navigation and comprehensive filtering capabilities. My key design considerations included clarity, ease of use, and quick access to critical data points like ticket statuses, SLA adherence, and user satisfaction ratings. I conducted multiple design iterations, incorporating continuous stakeholder feedback and usability testing to refine layout structures, visual hierarchy, and interactions, resulting in a highly functional and visually coherent design.

Overview of the Support Dashboard, showcasing key performance indicators, ticket statuses, and operational insights.

Screenshot of the interactive UI showing the dashboard's advanced filtering capabilities, enabling tailored views based on specific support team criteria.

Screenshot of interactive UI replicating Power BI's drill-down capabilities: Feedback and satisfaction view within the dashboard, offering detailed ratings by team and functional performance.

5. Test and Power BI Development

Following the final design approval, I collaborated closely with Power BI low-code developers, QA team, and support agents and managers to implement the dashboard. We leveraged Power BI’s robust data modelling and visualisation capabilities. Extensive testing ensured data accuracy, performance under various data loads, and adherence to security requirements through Row-Level Security features. I conducted User Acceptance Testing (UAT) to validate user satisfaction, ease of use, and effectiveness in real-world scenarios. Post-UAT, I supported the creation of documentation for ongoing maintenance and user training to ensure smooth adoption across teams.

Annotated design goals providing the low-code developers with the strategic intention behind dashboard features and user interactions per dashboard component.

Valuable Insights Achieved

The deployment of the dashboard provided valuable insights including:

  • Immediate visibility into ticket resolution rates and SLA compliance.
  • Enhanced understanding of team performance through detailed satisfaction ratings.
  • Identification of common issue patterns, enabling proactive resource allocation.
  • Improved transparency in workload management and accountability among team members.

Future Work

Future enhancements planned for the Support Dashboard include:

  • Integration of predictive analytics to anticipate ticket volumes and staffing needs.
  • Expansion of the dashboard to incorporate additional business units.
  • Implementation of automated notifications to further enhance responsiveness.
  • Continuous feedback loops to regularly refine the dashboard based on evolving user needs and organisational priorities.