In today's fast-paced technological landscape, the effective management of technology assets throughout their lifecycle is vital for organizations aiming to remain competitive and secure. However, this process comes with a variety of challenges, ranging from changing technology requirements to budget constraints and security concerns. To address these complexities, we designed a Technology Infrastructure Dashboard.  *All of the names and data have been anonymized so as not to be recognizable as the original project, but otherwise keep everything else the same because it's under NDA.*

The Technology Infrastructure Dashboard is a monitoring tool that brings together critical metrics to provide a comprehensive view to keep track of the different technologies and their statuses so users can identify potential risks early.

MVP Solution

Before

My Role & Process
Team: 1 Designer, 2 Developers
For the initial MVP, I was responsible for leading the design on the Technology Infrastructure Dashboard. During the first four months we released Phase 1 - the main dashboard to show the high level overview of the end of lifecycle technologies and their statuses. I worked directly with the lead developer, leading daily stand ups to address challenges and meet deadlines. 
Before the development, we went through three main design iterations. I presented our first design solution to our manager and director. Once we received their feedback, I iterated on the initial designs and then presented the second version to our senior directors and other technology directors on different teams. Finally, we presented our third iteration to our VP and finalized the MVP. 
After finalizing the designs, I created two important documents for the team: 
1) Product Requirements Document 
2) Usability Test Report (based on three usability tests I conducted with the developed MVP dashboard)
User Need
As a IT Senior Manager, I need to understand technologies statuses at a high level to make business decisions and identify risks. The existing report does not provide that high level overview that senior management needs.
Research
Since our users were senior managers, we couldn't conduct user research in a typical way through interviews due to lack of time. Instead, we held contextual review meetings with the team who owned the current spreadsheet with the data that needed to go into the dashboard to help us understand the meaning and purpose behind the data specific to the organization. We created an information architecture based on the information we got through the contextual meetings.

Information Architecture

Iterations
We involved our users near the beginning of the project by presenting different concepts to them early on and iterating based on their feedback. Below are some design concepts we reviewed with users.
MVP Solution
Status Overview
At the top left of the dashboard is the Status Overview. Here, the section shows a comprehensive snapshot of progress, highlighting the percentage resolved across three technology categories. We display the total number of technologies and provide a granular breakdown for each category, accompanied by their respective status - resolved or pending. This strategic layout ensures that users can effortlessly grasp the holistic status of the tech infrastructure.
Risk Overview
Below the Status Overview is the Risk Overview section providing users the information to proactively identify potential risks within their technological landscape. Similar to the Status Overview, we highlight on the top right of the section the total number of technologies at risk. In this section we spotlight the specific technology types within each team and their corresponding counts, categorized by risk factors such as cost, time, and status. This section equips users with actionable insights, enabling swift and informed decision-making in navigating potential challenges. 
Infrastructure Breakdown
On the right side of the dashboard is the Infrastructure Breakdown to show the view of upcoming deadlines and the real-time status of all technologies within each distinct team. This feature serves as a comprehensive guide, providing users with a detailed map of the infrastructure scenarios. Each technology team is thoughtfully presented, allowing users to seamlessly navigate through the landscape of deadlines, unveiling a snapshot of the current status of each technology. This nuanced breakdown not only enhances visibility into the impending infrastructure milestones but also empowers users with the foresight needed to strategically manage transitions and mitigate potential disruptions.
The decision to prioritize the presentation of the different¬†incompletion statuses over completion was driven by our users' (senior leadership)¬†primary need: to understand the outstanding tasks and actions that require attention. By placing emphasis on what needs to be done rather than what has already been completed, we align our design philosophy with the user's workflow, ensuring a focused and streamlined experience. This approach acknowledges and caters to the user's core objective‚ÄĒproviding clarity and direction on pending tasks without unnecessary distractions related to completed items.
Conclusion
The Technology Infrastructure Dashboard provides a way for senior leadership to understand the progress of the ongoing technology infrastructure at the organization's highest level and be able to quickly identify risks and who to contact to solve any problems that are occurring.
As the sole designer for the initial MVP release, I spearheaded the creation of the main dashboard, offering a high-level overview of end-of-life technologies and their statuses. Collaborating closely with the lead developer, we navigated through three design iterations, each informed by valuable feedback from key stakeholders at various levels of the organization.
Next Steps
Building upon the foundation laid by the initial MVP, our ongoing efforts have evolved into the creation of a comprehensive technology portal. This expansive portal offers a nuanced glimpse into the entirety of the enterprise's dynamic technology landscape. This holistic approach not only accentuates the significance of specific infrastructure considerations but also positions them seamlessly within the broader context of our enterprise's technology landscape. 
Back to Top