Overview

Usage data is a feature serves as a powerful tool for organizations, offering benefits in enhancing operational efficiency, cost management, and strategic decision-making. By providing detailed monitoring and analysis of printer usage, it empowers companies to effectively manage printing costs, anticipate maintenance needs, optimize printer allocation, and efficiently manage supplies.

Duration

1 Months (before handoff to development)

Platform

HP Smart Admin portal (For small and medium-sized businesses)

My role at HP

As an Interaction Designer on the SMB Admin Portal, my role spans from ideation through concept validation to handing off final deliverables to development teams, collaborating closely with marketing, research, copy, and development teams.

Ideation
  • Align marketing and user experience needs
  • Sketch logic diagrams for clear pathways
  • Apply Veneer for quicker, consistent design solutions
  • 2-5 design solutions for peer review
Research study
  • Prepare prototypes for user testing
  • Work with researchers on screeners & discussion guides
  • Observe tests, correct bugs, and share notes
  • Iterate on design based on research findings
Delivery
  • Create logic diagrams reflect development logics
  • Visualize key frames for all happy/unhappy paths
  • Craft sample screens to show responsive views
  • Work with technical writers to finalize strings
  • Define visual specs with the visual designer
* INITIAL RELEASE VERSION (BEFORE)
Initial release
Understanding the initial requirement
  • Project Origin: The Marketing team issued a design requirement to enhance the dashboard with a usage data visualization feature for printing, scanning, and faxing activities
  • Data Integration: The feature was to incorporate all available data types from the backend, focusing on displaying comprehensive printer fleet usage over the most recent 30-day period
Initial hurdles & strategic responses
  • Strategic Actions Taken: Chose to use the pre-built chart component from Veneer to speed up the development process.
  • Challenges Identified
  • Tight Deadlines: Tasked with developing a new usage data visualization feature within a very short timeframe, adding significant pressure to the design and development process.
  • Data Integration: Required to harness and effectively display all existing backend data in a unified, coherent visualization.
Key issues identified after delivery

Before we even began to receive users feedback, my design instincts alerted me to potential shortcomings in our initial release. To validate these concerns, we conducted thorough user research, gathering detailed feedback from actual users. This process was invaluable, revealing several critical areas where the widget fell short of our goals and user expectations.

  • Insufficient Detail: Although the widget provided a consolidated view of all printers, it did not allow for individual printer analysis, restricting its usefulness for detailed management.
  • Historical Data Limitations: Limited to displaying only the last 30 days of data, which was inadequate for users needing to observe long-term trends and usage patterns.
  • Confusing Metrics: Incorrectly used "pages" as the measurement unit rather than "sheets," leading to confusion and inaccuracies in data reporting.
Redesign initiative
Objective & approach

As the lead on the redesign of the "Usage Data Report" feature, my primary goal was to refine the tool to better meet the needs of SMB customers. This redesign had two main objectives:

  • Comprehensive Overview: Simplify the presentation of consolidated data to offer a quick yet thorough overview of printer activities.
  • Detailed Analysis: Enhance the feature to allow users to dive deeper into specific data points for more granular insights, making the interface both intuitive and easy to navigate.
Tailoring marketing requirements to fit SMB use cases
  • Streamlining Features: Identified and removed less relevant requirements from marketing team such as the display of the most and least used printers, which did not cater to the typical scale of SMB printer fleets.
  • Data Presentation: Decided against including a broad comparison of printer usage across different fleets on the main dashboard due to its complexity and limited necessity for SMB users.
Redesign overview
Consolidate usage data for the entire fleet

These charts are tailored to provide a comprehensive view of printing, scanning, and faxing activities across the entire printer fleet. The design clearly differentiates between print outputs by pages and by area, accommodating the varied capabilities of large-format printers.

* REDESIGN VERSION - HOMEPAGE (AFTER)
Detailed insights: usage data for individual printers

To enable deeper analysis and enhance user engagement, the redesigned interface introduces a 'View Details' option for individual printers. This feature is designed to provide users with comprehensive insights into printer usage:

* Navigating Individual Printer Usage: Starting from the Homepage
  • Detailed Usage Modal: Clicking the 'View Details' button launches a modal that displays annual usage data for each printer in a structured table format. This design allows users to quickly grasp extensive data, supporting thorough investigative tasks.
  • Direct Navigation Links: Each printer's name is a hyperlink within the table, offering a shortcut to a more detailed usage tab on the individual printer's details page. This facilitates easy access to deeper data layers, enhancing the user experience by simplifying navigation.
Play around with the interactive prototype
* Individual Printer Usage:  Daily, Monthly, and Yearly Views
Redesign Deliverables
Comprehensive components

In developing the deliverables for this feature, I created a comprehensive component that encapsulates all interactive behaviors, enabling developers to play around with it and fully understand the functionality—such as hover effects over columns, average lines, and legends. Each interaction is also directly illustrated within the design file, providing a clear reference of expected behaviors for developers during the implementation phase.

Logic diagram

These usage type can be show and hide depends on the type of printers within their org.
Here is the logic diagram that I create to present the show and hide logic to make sure we spoke the same language with Devs to streamline the hand off process.

Responsive views

I customized the responsive view based on our predefined grid system to ensure it met modern usage needs. Our decision to define our own grid system stemmed from the limitations of Veneer's grid system, which only accommodates up to 1400 pixels. Recognizing that IT admins often utilize large monitors, we added two additional definitions: "xx-large" for screen sizes between 1400 and 1920 pixels, and "XXX-large" for screens larger than 1920 pixels. Our grid system consists of 12 columns for every breakpoint, with varying gutters and margins to optimize layout flexibility.

Visual specifications

To guarantee that the redesigned "Usage Data Report" feature was implemented with precision, I included detailed visual specifications in the deliverable files. These specifications provide clear guidance on layout, color schemes, typography, and interaction behaviors, ensuring that the development team could replicate the intended design accurately.

Research outcomes

Following the deployment to the development team, a subsequent research study was conducted to evaluate the impact of the redesigned usage data feature. The results were highly positive, indicating a significant increase in user satisfaction. Key findings include:

  • Ease of Use: Users praised the redesigned interface for its user-friendliness, emphasizing how the intuitive layout made navigating and interpreting data simpler and more efficient.
  • Valuable Insights: The practical value of the insights provided by the new design was frequently highlighted. Users felt better equipped to make informed decisions due to the clear and actionable data presentation.
  • Enhanced Security Features: A standout feature was the daily usage view for each printer, which users found particularly beneficial. This functionality allows for monitoring printer activity during typically inactive periods, such as weekends, aiding in the identification of unauthorized use and potential security breaches. Such features not only help in preventing misuse of company resources but also bolster overall security protocols.

These results underscore the success of the redesign in meeting user needs and enhancing the functionality of the usage data feature, reflecting a marked improvement in both user engagement and operational security.

Next Phase: AI-Powered Insights & Forecasting

This is definitely not the end of the improvement of this feature. There are numerous ideas waiting to further amplify its value and utility. Our studies have revealed that many SMBs lack the dedicated staff to sift through usage data. In our next enhancement phase, we aim to leverage AI to fill this void.
In an effort to further refine our user experience and add significant value, I have devised a new feature set aimed at empowering SMBs with smarter, AI-driven tools. This initiative introduces an innovative inline notification system that acts as a direct channel for actionable insights and forecasts.