User-Centered Design for a Data Rich Client Portal

company
Best Vendors (division of Canteen Corporation)
Project
Client Portal Redesign
Challenge
Simplify the portal’s data visuals
Solution
Rework every element for a streamlined presentation of relevant data and information
Role
Lead UX Designer
Work Completed
Design, wireframes, and interaction details

Design artifacts, desktop view

Login - Desktop
Login screen
Overview - Desktop
Initial rough draft of Overview
Budget - Desktop
Budget screen with revised chart and connected data table
Orders - Desktop
Orders screen
Order Details - Desktop
Order Details modal

Interaction details

Location selectorPage navigationDate range selector and searchTables - Tablesaw plugin details

Other pieces

Charting ideas sketch
Chart idea with geographical and relative size visuals
Chart idea with geographical and relative size visual
Early chart idea with geographical and relative size visuals

Before

BEFORE - Overview screen
BEFORE - Many pieces of data presented on the Overview screen
Portion of the BEFORE Budget screen
BEFORE - A portion of the Budget screen