What is the product?

SAP BusinessObjects Cloud

Combines all analytics capabilities into one application. BusinessObjects Cloud offers business intelligence (BI), planning, predictive analytics, data visualization, and a digital boardroom tool for front-line workers and executives alike.

What is the feature?

Guided Machine Discovery

Guided Machine Discovery allows business users to take advantage of predictive analytics without the need for any Data Science or Machine Learning expertise. It enables business users to interact with insights, in form of intuitive charts and natural language, in order to make faster decisions and share newfound valuable insights with their organization.

Case Study Overview

A breakdown of what you will see on this page.

What was the objective?

Integrate SAP's predictive services into BusinessObjects Cloud so users can find insights in large datasets using machine learning.

Risks

The goal of BusinessObjects Cloud is to offer financial planning, analytics and predictive services to business users in the cloud. This new feature was the first offering of predictive and therefore required excellent project management and attention to detail to achieve its May, 2016 release.

Project Duties

Strategy, Concept Design, Integration, Information Architecture, High Resolution Prototypes, User Testing

What was my approach?

As a year-long project, this feature was costly for both design and development. It was crucial to understand the persona, technical requirements, & limitations.

Persona

Alex can perform light analytics to help make key decisions during his business day. He's looking for help in crunching large amounts of data, but can't do it on his own.

Technical Requirements

The Guided Machine Discovery's core is a Key Influencer Analysis, which required a deep dive to understand the processes.

Knowledge Experts

My team included myself, another Interaction Designer, Data Scientist, Development Manager & Development team. This project also required regular collaborated with teams in Dublin and Paris.

Limitations

The full design scope was not feasible for the first release, therefore, this design was developed and released in two phases.

What was the project timeline?

What is my design process?

What makes a project successful?

Project success was achieved by designing with stakeholders instead of to stakeholders.

Iterative Design

Working iteratively provided the best possible designs. Each design carried pros and cons, which were reviewed to decide how to move forward. This project benefited from an amazing team who enjoyed participating in the design process.

What did I learn?

• I love designing systems, both for my projects, but also for my own project management.
• Including key stakeholders throughout the entire process helps guarantee the product’s success.
• In most cases an agreement can be made on how designs can be de-scoped for release, but there are times when you can’t give in if you feel the UX is being compromised.

How can I explain my design process?

Project Design Stages

This was the first predictive feature designed for BusinessObjects Cloud. The process involved gaining an understanding of the predictive process, breaking down both applications, and deciding how the features would integrate.

What I Started With
Information Architecture
High Fidelity Specs
Prototypes
Working Wall
Wireframes
Visual Design

Here is an example of how iteration solved a design problem.

How can we remove confusion for the UX tab pattern which currently has data and workspace in the same tabs style?


Why was this change necessary?

• Predictive needed to be more prominent within the application.
• The Guided machine Discovery is an automated analysis that runs on an entire dataset. Because of this, the feature should be placed within the Data space.
• Customers found it difficult to find and access the data space.

How does this help the customer?

Our user works with data every day. Having a clear understanding of how to navigate to and from the data space is imperative for a successful product

Pen to Pixel: A Path For Growth

I am a life-long learner, and each project I take on drives my personal growth. Large and complex problems like this one continue to offer me a great deal of personal satisfaction and growth.

This project allowed me to think freely about the beginning-to-end workflow of our predictive users. I was able to create a design strategy which worked with the persona, technical requirements and scope limitation but also addressed the inherent risks. The design process generated a simple design to the customer, which was then validated during user testing. Through the process, I was able to defend my UX when needed while working with an amazing and collaborative team.

"A question is sometimes better than an answer." Charles Ives

Here is a sample from user testing.

Takeaways

How To Measure Success

Success to me means realizing that I am a member of a larger team. Including stakeholders in the iterative design process helped shape an efficient and successful product.

Large & Complex Projects Offer Growth

I enjoy designing systems for my projects as well as my process. I enjoy thinking in terms of macro and micro when designing projects.

Predictive As A Path For Growth

I enjoy working in the predictive space. I'm excited about where we are heading with machine learning, natural language processing, and artificial intelligence. I will take any opportunity to continue learning in this area.

Breaking Up Large Projects

It is necessary to break large projects into achievable phases. There are times where you must defend user experience, and there are other times when an alternative is easily found.

Hover & Blank States Can Delay Complexity

To minimize confusion for the user, the analysis is revealed in stages. Blank states and hover states were used to reinforce this information hierarchy and allowed the user to consume the data.

Left-to-right Consumption Eased The Learning Curve

Revealing the key influencers first in the top left of the analysis established this bar chart as primary data. Each new chart appearing to the right of this chart is driven by the previous.

Avatar
Bob Werner

As a systems thinker, I love breaking down complex problems into elegant design solutions

View Profile