Role : UX Designer
Year : 2023
Timeline : 3 months
Dashboard Design, Prototyping
Background
QuickQuote is a platform that connects customers and suppliers dealing with bulk orders. My task was to design a dashboard that allowed administrators to oversee platform activities and manage interactions among all clients efficiently, ensuring smooth operations across the board.
Research and Insights
Through market analysis, stakeholder interviews, and feedback from experienced admins, we identified key administrative responsibilities critical to platform operations.
Administrators required clear oversight of platform interactions, role-based access to ensure appropriate permissions and robust fraud prevention measures to protect clients. Additionally, streamlined communication between admins, customers, and suppliers was essential for efficient issue resolution.
Design Process
The goal was to create an interface that provided clarity, control, and streamlined communication between admins, clients, and suppliers. We defined access levels, assigning base-level admins limited permissions for daily tasks while super admins had unrestricted platform access.
The project was divided into segments: customers, suppliers, and admins focusing on interconnected features. To ensure consistency, I developed a style guide detailing colour palettes, typography, icons, and reusable layout templates for uniformity across pages.
Admins have comprehensive control over platform interactions, allowing them to oversee transactions, review historical data, and ensure all activities comply with platform policies. They can proactively screen accounts for fraud prevention, verifying accounts before transactions occur to help prevent fraudulent activity.
This is the main tool for communication between admins, clients, and suppliers. Tickets are clearly organised and prioritised, using tags to categorise ticket types such as support or billing, with priority levels assigned accordingly. An in-line feedback feature enables admins to respond to tickets without leaving the ticket page, promoting efficient communication without workflow disruptions.
The User Roles & Permissions Management feature allows Super Admins to create custom roles with specific permissions that fit different admin responsibilities. Permission management ensures that only those with the appropriate roles can access sensitive areas, such as Fraud Prevention and Ticket Management. It enhances platform security by ensuring admins only access the tools they need.
Impact
The redesign addressed 90% of user pain points from market research, improving communication, role-based permissions, and workflow efficiency fostering confidence among clients and suppliers.