As Rivian experienced tremendous growth very quickly, they found a need to restructure the 10,000+ dashboards that were scattered across their SharePoint. The disorganization made it difficult for senior leadership to view necessary dashboards and analytics. Moreover, anyone could create any dashboard, which drastically impacted consistency.
For 4 months, I led the design of the BI portal that would house a growing collection of consistently designed dashboards from conception to development. I collaborated with a senior architect, the Rivian engineering team, as well as Rivian stakeholders.
*To comply with my non-disclosure agreement, I have omitted and obfuscated confidential information in this case study. The information in this case study is my own and does not necessarily reflect the views of Rivian.
*This case study is condensed for easier viewing. To view the full case study, please shoot me an email.
After learning about their existing process and gathering the requirements from stakeholders, I organized all the information into four main objectives we would need to tackle to build out our solution:
To organize 10,000+ dashboards of varying file types into one portal
To design for different users with varying levels of access
To create a seamless, consistent experience throughout the portal
To allow easier and deeper engagement with the portal
Process
The following is a high-level overview of my approach when designing the portal. Specific design decisions are not included in this abridged version of the case study.
Features
The following are the highlighted features in the solution, that made a significant impact to the functionality of the platform and directly targeted our high-level objectives.
Navigation
The navigation was an important feature that communicated to users the overall architecture of the portal.
Global Search
To equip users with the ability to always find what they were looking for, we implemented a global search into which users could type any prompt.
Notifications
Notifications allowed users to see recent changes made to dashboards, as well as new dashboards being added to the portal.
Comments
We employed a tool bar at the top of each dashboard to help users interact with dashboards easily and consistently, and added a commenting feature, allowing users to communicate with other viewers of the dashboard directly on the portal.
User Access Control
There was a need to consider different user journeys depending on the user type (e.g., manager vs general user), as restrictions to confidential dashboards was an important requirement.
Personalization
We incorporated a bookmarking feature that allowed users to pin their most viewed dashboards to the top of their home page.
Design Guide
After handing off the final design, I created a design guide for future dashboards on the portal, which would help to maintain the visual consistency of dashboards being created.
Final Product
To honour my non-disclosure agreements, the final product is not available on this site.
Please contact me if you would like a walkthrough!