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Admin Insights

Designed data visualization concepts that allowed IT Admins visibility into product usage and user activity for better license management and reporting.



Working with Product Management and Engineering Development, UX (Design and Research) can formulate a shared vision of the user needs, customer experience of the problem we are trying to solve, and the business goals. I consult with subject matter experts, business sales/account management/stakeholders and reach across my design counterparts to identify overlaps, share knowledge, and gather inputs so we can create a holistic experience. Together, we'll explore project vision and scope, review the design schedule, and capture the what the success metrics we are trying to achieve.

Thinking through how we can approach using SMART.

Who will use and benefit from Admin Insights?
Colleagues Working in Office
Man at his Desk
Young Business Colleagues

IT Admin will use Admin Insights to answer questions and requests that come to them from the people they work with that represent different departments and have different needs.

-- Program Product Managers allocate user licenses and reallocate user licenses based on usage.
-- Program Product Managers on what products are being used and access

-- Procurement Department: License Renewal. Value of return

-- Legal, Info-sec Department: Set policy and determine what can be used

-- Department Heads: User allocation budget for user plans: Who is using it.

Current experience:
At least once per month, IT Admins will partake in a manual process downloading report csv file reports, compile, then extrapolate usage data in excel to answer these questions. 


Depending on size of the company, their plan type, and type of work the company does, the questions and reporting needs varied.

Research Competitive Landscape

I researched the data analytic solutions of the product experiences in the market. I took a capabilities audit of what key metrics, default time periods periods, type of filters, and downloadable report types.


Best practices for data visualization


Dashboards within Smartsheet: Mental Model


Existing Account Map

I reviewed and watched past usability sessions and findings. Partnerships I made with designers and researchers on past projects gave me context. For next steps, it came down to what questions/information would be most useful to the Admins who seek to allocate user licenses and manage and increase product engagement to support business needs per the InfoSec, Procurement, Finance, and Operation Departments. 

Evaluated Account Maps used by Technical Account Managers: Context 


Mind Mapping & Task flows

I engaged with the Business Analyst who find out what metrics matter to customers. I held customer interview sessions with  4 Technical Account Managers to tap into what matters to their customers when doing License Renewals, Plan and License Allocation for business growth. The account maps and presentation decks they prepare for their customers. 

Identify & Define

In the early stages of the project there was a lot of data presented to the customer. Overall, I was looking to enable the Admin to have quick and easy access to the data For MVP, I looked to identify the top 3-5 questions (primary information) our customers had and use progressive disclosure to enable the quick access to secondary information. For Northstar, my focus was on enabling custom saved filters within the experience that would result in a data sheet and dashboard within Smartsheet. Goal was to reduce the number of manual steps and time it takes for the Admin to parse the data. This proposal would eliminate the need to download a cvs file that would have to be converted and extrapolated into Excel.

Wireframes done by previous designer in concept stage


Usability Sessions: Wireframes

Following up on the first round of usability sessions that had card sorting and captured customer signal on concepts, we partnered with our BI Analyst who was able to create the data visualizations in Tableau using customer's actual data. We proceeded to capture second round of customer sentiment and overlapped it with the design heuristics.  


What inspires me...

Inspired by conversations and tip sharing in Clubhouse room on Data Visualization, I thought through the principles and being purposeful to only show the data that mattered.


Sketching Iterations

I went back to the drawing board. To reflect and think through the relationship between the Admin Center Landing Page (Dashboard) and Admin Insights (Data Analytics). I wanted to remove the duplication of repeat data and make sure each page had focus.



I translate wireframes and sketches to mockups using Sketch's symbols and Figma Component library and created prototypes both in Axure and Figma for the different usability sessions. I reviewed my designed with ​common design patterns team and applied the standard colors. To design for accessibility I made sure that proper visual contrast was made and adequate spacing between elements for legibility. Keyboard tab focus order and aria-tag labels where elements of the design that I deliver to my developers and work with my content strategist team on.

Iteration 1:



Final design and findings were presented to Senior Leadership and shared at Pillar reviews. Across several iterations and usability sessions, key data findings point to insights that I'll share with my project team. I'll create idea boards of future project vision. New product features that would improve the current experience. 

Iteration 2:



Leveraged framework for future projects. 

Miro Brainstorm Session 


Working Session with BI Analyst

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