Overview

Yuma Ecosystem is an finance software that helps people sell digital files, subscriptions, memberships and much more. Both the simplicity and attractive pricing of the product helped the company become a leader in this market.

The Challenge

Redesign the main dashboard to help the company improve user experience and win new customers.

My Role

UX Research, Prototyping, UI Design

Research 

Key Takeaways

SquareSpace Commerce Dashboard has the most favorable design layout among competitors. not overloaded with features, yet it still gives all the information the client needs to know.

• A comparison feature should be added for the main numbers on the Dashboard page (Ex: Performance of Today’s revenue vs. Yesterday’s revenue; This month’s orders vs. Last month’s orders, etc.)
• The Navigation tab should somehow inform the user on what it is capable of: finding customer emails, names, discounts, etc. This will make it more like a smart assistant for the client. 
• The main navigation menu can be simplified by merging Reports with Analytics

Design

While working on wireframes I had insight regarding the Dashboard redesign — to make separate tabs for the navigation tab. it combines the data for both pricing models on one common chart.

 New Visual Theme

Updating Yuma Ecosystem branding with a modern visual theme was a vital part of the project. The process began with simplifying the components and also included a new color scheme and font family.

Designing Web UI

The new Dashboard represents a snapshot of key indicators and their performance compared to the previous period of time. Based on my research those indicators are Revenue, Orders, AOV, and Refunds for Product

Full Dashboard

Learnings

Redesigning a software interface with an existing customer base should always begin with getting access to full analytics. Spending enough time to extract all possible insights from that data is very important.