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Redefining Analytics Colors

Overview

Users struggle with interpreting data visualizations due to inconsistent and unclear color usage. The current colors do not effectively represent the stages and categories, and they are not aligned with the overall design system, leading to confusion and a disjointed user experience.
My Role
Lead Product Designer
Teammates
PO/PM
Design Team
Engineering
Duration
3 Months
Aug 2023 - Nov 2023
Tools
Figma
Google suite

The Problem

Business Problem

Users are experiencing difficulties interpreting data visualizations in pipeline analytics due to inconsistencies and ambiguities in color palettes. 

UX Problem

Design System Misalignment: The color palettes used in data visualizations do not align with the established design system for the product. This misalignment creates a disjointed user experience, as the color schemes used in the analytics interface differ from those used elsewhere in the product.

Empathizing with Users

I conducted user interviews to identify pain points that users were experiencing with the current pipeline feature. This allowed me to gather valuable insights that informed the design of a more user-friendly.
2
Stakeholders
4
Sales Reps
2
Services Team
2
Marketing Team

Key Findings

Inconsistent Color Usage: Colors used to represent different stages and categories in the data pipeline are not standardized. This inconsistency causes confusion as users cannot easily associate specific colors with particular stages or categories, leading to misinterpretations of the data.
Lack of Meaningful Color Representation: The current color choices do not adequately reflect the meaning or significance of the stages and categories they represent. Users need a color scheme where each color intuitively conveys the meaning of the stage or category, enhancing clarity and usability.
Inconsistency Across Product Areas: There is a lack of uniformity in color usage across different areas of the product. This inconsistency further exacerbates the difficulty users face when interpreting data visualizations, as they cannot rely on a consistent color scheme across the entire product.

Competitive Analysis

For this analysis, we have selected three leading products in data management and visualization. The analysis focused more visualization features on possible data types, customization options.

Design Concepts

I have devised multiple solutions to tackle the problem, taking into account various aspects of the product. I have facilitated design critique meetings with the Design team, Project Managers, and Engineering team to gather valuable feedback and insights.

Validation

I collaborated with PM and Support team to validate the designs and collected feedback from customers who has requested the feature to ensure their effectiveness.
2
Stakeholders
4
Users
2
Suppor Team
2
Marketing Team
Liked showing the format options on maximized window.
Loved the way of clicking on field to configure field level formatting.
All levels of formatting makes sense for them and asked to provide row/column total formatting.
Loved the color pallet proposal with default colors and custom colors.
Want to save the settings as a them so that they can utilize it for other reports.
No concerns on Formatting hierarchy.

Final Designs

I have devised multiple solutions to tackle the problem, taking into account various aspects of the product. I have facilitated design critique meetings with the Design team, Project Managers, and Engineering team to gather valuable feedback and insights.

Colour Configuration

Analytics

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Customer Engagement Timeline

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