Redesign of the CDO Reporting Portal
As nbn transitions to our new operating model, the complexity and amount of data we use across nbn will continue to increase. An important part of the nbn Data Strategy is to provide self-service reporting that is automated, efficient and secure, with insights based on a single, trusted and reconciled source of truth.
The goal...
-
The goal of the CDO reporting portal is to provide:
-
an easy way of access data and reports
-
validation of the quality, consistency and authenticity of reports
-
My Role...
My role in this engagement was to conduct research and to redesign the new CDO Reporting Portal experience
Immersion
Research:
A survey was sent out to 1600 users across nbn and 550 users responded. From our findings, only 7% of users utilised the existing portal to access reports, the rest of them used email, confluence or manually searched tableau each time
Users found the current access method segregated and described it as a mine field to navigate.
Users hoped to see a centralised location for all nbn'ers to access reports and to be able to easily search for relevant ones to their business units.
Users wanted to be able to save their most frequently accessed reports and to be shown recommended content based on their profiles.
511
surveyed users
59%
use reports weekly or daily
93%
users didn't use the portal for reports
In order to create a portal that the other 93% of users would access, a prioritisation of capabilities that the portal would have were defined as follows:
Main capabilities of the portal
Easy to read
Ability to search based on name, type, description, owner and other metadata.
Ability to Promote Content
Promote new content and most popular content
Report Categorisation
Reports can be tagged and categorised by business use
Recommend Content
Recommend content based on user profile and history
User Customisation
Allows users to favourite reports
Consistent UI
Consistent UI with the rest of nbn portals
Insights
The following suggestions were made to cater best to the requirements and needs:
01
Design System
Align styles, font, branding, logos, icons and colours with nbn branding that can be found in our design system. This also creates a portal that is in line with accessibility standards (mostly AA)
02
User goals
Building the portal around the main goals of the user which were identified as
-
Search and view reports
-
Save reports as favourites
03
User roles
Creating a personalised experience for each user depending on their business unit and role
04
Language
Understanding the language of the users by displaying things that are written in a way that will be useful to them.
05
Cohesive experience
A one stop place for all things reports instead of redirecting users to other sources
Wireframe
The new CDO reporting portal allowed users to easily locate their frequently accessed reports, gives users greater control over the content that they see and creates consistency with other internal nbn portals
