All case studies

Digital Finance

Oil & Gas: Financial Insights Generator

Client

Malaysian Oil & Gas Company

Role

UX Designer, UI Designer

Date

Jun 2019 - Aug 2019

Oil & Gas: Financial Insights Generator

Existing financial dashboard is built from off-the-shelf product which has terrible data architecture and confusing UX - which causing slow and manual process to gather financial insights and complete the monthly report. The upgraded FIG is an analytics solution aimed at assisting users in obtaining insights with speed and free up capacity to discover additional insights, for making informed decisions.

The existing financial dashboard, built from an off-the-shelf product, suffers from poor data architecture and a confusing user experience. This leads to a slow and manual process for gathering financial insights and completing monthly reports. The upgraded FIG is an analytics solution designed to help users quickly obtain insights, thereby freeing up capacity for discovering additional information and making informed decisions.

[ The Challenge ]

How might we make better decisions based on financial insights?

[ The Goal ]

How to improve efficiency in utilising mixed and manual collected data to generate financial insights?

[ UX Research ]

As-is process

Before the team initiated the re-design project, Fjord conducted extensive research to lay the foundation for the digital experience that enables operations, planning, finance and marketing professionals from the business to collaborate and communicate effectively.

Interviews and workshops were conducted to deep-dive into the existing process and define the future-state journey.

Before initiating the redesign project, Fjord conducted extensive research to lay the foundation for a digital experience that enables professionals in operations, planning, finance, and marketing to collaborate and communicate effectively.

Interviews and workshops were conducted to delve deeply into the existing processes and define the future-state journey.

[ The Pain Points ]

Overlapping, duplication of tools, located in different toolboxes
Manual Collection, Consolidation, Transformation
Data accuracy and timeliness is hampered by hard and soft barriers

[ Solution ]

Simplify layout

The current layout lacks a clear information hierarchy, resulting in ambiguity about the intended sequence for reading the information.

As-is landing page

To-be landing page layout

[ Solution ]

Personalised navigation

Due to different set of personas who view the data differently - the dashboard navigation is embedded with customisation feature. This allows user to pick and choose which set of data and view to be placed at the most accessible navigation.

Due to the diverse personas who interpret data differently, the dashboard navigation incorporates a customisation feature. This enables users to select and prioritise specific data sets and views for placement in the most accessible area of the navigation.

Navigation mapping

[ Solution ]

Standardised navigation and filtering system

Establish consistent navigation and filtering system to minimise user’s learning curve. Shorten the time for user to get familiarised with navigating the pages and interacting the data across all sections.

Expandable/collapsable section for better control and to avoid information overload.

3 sets of view; line chart, waterfall chart, and table format as standard display choices - this gives the user options to analyse the data in multiple level of detail.

Establish a consistent navigation and filtering system to minimise the user's learning curve, thereby reducing the time it takes for users to become familiar with navigating the pages and interacting with data across all sections.

Implement expandable/collapsible sections for enhanced control and to prevent information overload.

Offer three standard display choices: line chart, waterfall chart, and table format. This provides users with options to analyse data at multiple levels of detail.

[ Solution ]

Conduct usability testing to collect more insights

We invited main users to participate in usability testing and A/B trials, aiming to gather feedback and insights that will help validate overall functionality.

[ Solution ]

Synthesised usability results

User would still want to add their own insights and highlights beside the automated ones that are generated by the data variances.

Having platform to also house the user’s insights and highlights will add more value to the dashboard - especially when they are backed by the generated data.

Users will likely wish to add their personal insights and highlights alongside the automated ones generated by data variances.

Incorporating a platform that also accommodates users' insights and highlights will enhance the value of the dashboard, particularly when these are supported by the generated data.

[ Outcome ]

Handover

Multiple iterations and usability tests were conducted, leading to a successful handover of the design to the development team within the agreed-upon timeline.