GuardianVets

Client

GuardianVets, veterinary software

Needs

To create their client facing dashboard

Deliverables

Wireframes created in Sketch, research, usability testing results


Usability Testing – Existing Dashboard

  • Confusing language – metrics, line items etc

  • Entirely too many steps, feel like this is very time consuming for just needing to print out one report

  • Didn’t like that they weren’t actually given any options besides hitting next 

  • Didn’t understand the x and check mark symbols under the calendar view or the options to view section

  • Multiple steps seemed redundant – could be combined 

  • Not clear what “Customer service number” option on step 6 meant 

  • Wasn’t clear the difference between selected columns vs selected rows and also table view vs chart view

  • Despite being asked if you want to export or save, there is only the option to export 


Wireframes


Usability Testing – New Dashboard

Key Findings:

  • Loved the simplicity of the design, felt the user flow was easy to follow

  • Would prefer to have “customize” button at the top instead of hidden down at the bottom

  • Would like the “next” button to be a floating button, he located immediately after the last items on the page instead of all the way down at the bottom

  • “Common issues” section is unnecessary, can be removed

  • Would like a section to easily locate and view new clients 

  • Do not want staff to have access to edit on the staff view, would want it to only be an option for admin/management accounts 

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The Alvarado Project