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  • Writer's pictureSourav Dhar

Case 6: Planning and designing Know Your Team Dashboard for Bank



Problem statement:

A product leader configurable board.

  1. The current product page for users lacks customization and personalized metrics, leading to a suboptimal user experience. Users have expressed a desire to have more control over the information they see, specifically by being able to create a personalized dashboard for each product that shows selectable metrics represented by rollups to the product level.

  2. The board could be pre-populated with 4 quadrants (or another design).

i. Workforce Summary:

  • Attrition: This metric can show the percentage of employees who have left the organization over a given time period.

  • People: This metric can show the total number of employees in the organization, broken down by department or team.

  • Hiring: This metric can show the number of open positions in the organization, as well as the time it takes to fill those positions.

  • Teams: This metric can show the total number of teams in the organization, broken down by department or function.

ii. Agile Maturity:

  • Iteration Predictability: This metric can show how accurately the team is able to estimate how much work they can complete in a given time period.

  • Iteration Disruption: This metric can show the percentage of time that the team is disrupted or interrupted during an iteration.

  • Defect Density: This metric can show the number of defects found per unit of work completed.

  • Cycle Time: This metric can show the time it takes for work to move through the entire process, from idea to delivery.

  • Avg Story Size: This metric can show the average size of a user story or task.

  • Velocity: This metric can show the amount of work the team is able to complete in a given time period.

iii. Engineering:

  • Code Commits: This metric can show the number of code commits made by each developer or team.

  • Merge Requests: This metric can show the number of merge requests made by each developer or team.

  • Other: This metric can be customized to show any other relevant engineering metrics, such as build success rates or test coverage.

iv. Resiliency / Automation:

  • DORA Metrics: The DORA (DevOps Research and Assessment) metrics are a set of key performance indicators that measure software delivery and operational performance. Some examples of DORA metrics include deployment frequency, lead time for changes, and time to restore service.

  • Alerts and Notifications: These can be customized to show alerts or notifications for any issues or concerns that arise in the organization, such as the examples you provided.

Approach

The following steps have been taken to brainstorm and create a dashboard:

  • Define the dashboard's purpose: Determined what it is meant to achieve and what questions or problems it should answer.

  • Identify the key metrics: Determined and defined the most critical metrics for achieving the dashboard's purpose. These should be the core of the dashboard.

  • Determine the data sources: Identify the data sources that will provide the necessary information for the dashboard.

  • Choose the right visualizations: Determine the most effective way to display the data to convey insights, and choose the right type of visualization for each metric.

  • Design the layout: Decide on the overall form and structure of the dashboard. Consider the most effective way to arrange the metrics, visualizations, and other elements.

  • Create a prototype: Created a basic prototype of the dashboard in Figma, including the key metrics and visualizations, and tested it to determine its effectiveness.

  • Integrate additional features: Once the core design of the dashboard is in place, consider adding other features such as filtering, sorting, or drill-down capabilities to provide more flexibility and interactivity.

Solution:

The proposed solution is to develop a "Product Dashboard Creator" tool that allows users to configure their dashboard with widgets of selectable metrics. The dashboard would include four quadrants or another design that could be pre-populated with data. This solution aims to improve the user experience by providing more control and personalization over the information displayed on the product page.



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