- Who: ATO - Tax Practitioners Board
- Product: Dashboard widget
- Why: To support ATO staff conduct reporting statistics
- Activities: Stakeholder discussions, prototyping, user testing
- Tools: Axure, iPad Pro
- Role: UX designer, UI Designer
Staff had needed a method to view at a glance meaningful statistics, and download reports reflecting the statistics.
I was asked to design a dashboard widget that would be able to present a range of options to select from, display statistics for comparison numerically and statistically, and to provide a download option of the data selected.
I met with the SME to understand the statistics that would be retrievable from the system via API.
These notes formed the basis of the requirements for the widget.
I converted the requirements into individual mockups to present back to the SME to confirm understanding.
Using an iPad Pro (and a coffee), I began to sketch and explore what the widget might look like.
Synthesizing the feedback from discussions with the SME (and PO), I did some further designs on each of the required data types.
The final widget design combines the various screens into a single display. It does this by allowing for filtering by a range of criteria, selecting multiple options of the criteria selected, then selecting a given time period. The selected data can then be exported in PDF or Excel format.