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