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Transforming Performance Metrics from Data to Stories

Transforming Performance Metrics from Data to Stories
Transforming Performance Metrics from Data to Stories
Background

With a strong background in online stores and custom storefronts, I was invited as the lead designer and UX decision maker for this project. The task was to use my expertise to create a solution that would cater to both online stores and custom storefronts, despite their diverse target audiences.

Role

Lead Designer and UX Decision Maker — Conducting Research, Ideating, Designing, Iterating on the Solution

Time frame

2023-2024 – 6 months work

Tools

Excalidraw, UserZoom, Dovetail, Figma, Screen Studio, JSFiddle

Team

Data visualization, Performance / Shopify

Problem

The task was to find a replacement for the discontinued Lighthouse service, which monitored the speed score of online stores. The challenge lay in designing a solution that could communicate complex performance data in a way that was easily understandable for merchants, regardless of their technical expertise.

Solution

The solution was a comprehensive interface that not only presented performance metrics in a clear and accessible manner, but also provided insights into the impact of these metrics on the merchants’ business objectives. This enabled merchants to effectively identify and address any performance issues, ultimately enhancing their online store’s user experience.

understanding the problem

The core issue was the old speed score system’s unreliability and its lack of actionable insights for users. We recognized the potential of Google’s Core Web Vitals, a trusted and reliable metric, to provide a more accurate measure of an online store’s performance. However, the challenge was to present these technical metrics in a way that was accessible and actionable for everyday merchants.

Research: Collection of feedback, categorized by the source

The collection of feedback above represents the problem at hand: the need for a reliable, understandable, and actionable performance metric system for online store merchants.

And some also I asked myself, Why did my speed score go from 45 to 37? Because I didn’t change in on September 8th. On that day I didn’t do anything.

– Research Participant #2

Research

A significant amount of research was conducted to gain a deeper understanding of the problem. This began with a competitor analysis, which allowed us to understand how other platforms were tackling similar issues and identify potential areas of improvement. We then conducted an extensive survey targeting merchants who had previously interacted with the speed score.

To further enrich our understanding, we conducted 12 interviews with select merchants from the survey. These conversations allowed us to delve deeper into their pain points and understand their needs on a more personal level. These interviews provided us with a broader perspective on the problem and helped us identify common themes and issues across different types of users.

Research: visuals to show interview participants while exploring their pains and needs

Understanding user needs

The user personas for this project were non-tech merchants, some-tech knowledge merchants, and developers. Their needs included the need for better understanding of what impacts their performance, the need for more help and handholding, and the preference for insights from multiple directions instead of just one.

User needs: categorized by user type

Ideation and design

The ideation phase began with the creation of low-fidelity designs. These initial sketches served as conversation starters within the team, sparking discussions about potential solutions and design directions. This early collaboration ensured that all team members, including developers and data scientists, were involved in the design process from the start, fostering a shared understanding and ownership of the project.

To further explore potential solutions, we prototyped a few ideas based on what we observed from our competitor analysis. These prototypes were not meant to be final solutions but rather tools to facilitate user interviews. They allowed us to present concrete ideas to the merchants and gather their feedback, preferences, and reactions.

Low fidelity mock up of the performance dashboard using https://excalidraw.com/

We then embarked on a series of quick exploration and feedback cycles (with the developers and data scientists of the team), each lasting one week. During these cycles, we iterated on our prototypes based on the user feedback we received, while also keeping in mind what they preferred from the competitor’s solutions. This iterative process allowed us to refine our ideas continually and move closer to a design that addressed the users’ needs effectively.

High fidelity mock ups getting the feature ready for product review with stakeholders, small changes in the color scheme was done after this

The key features of our final design solution were heavily influenced by our research findings and the feedback we received during the ideation phase. We aimed to explain Core Web Vitals in a way that was more comprehensive and accessible than anywhere else on the internet.

I designed the interface to allow merchants to drill down into each metric, enabling them to see when a problem started, what caused it, and where it was happening. Recognizing that many of our users wouldn’t have enough traffic to have confident results, we also included explanations of low-confidence data and guided them towards more fitting data views.

Detailed view of interactions, some further adjustments on the metrics card designs was done after this

Final designs

I put a lot of effort into making sure that the main component of the dashboard, the 3 cards look great on any sizes of screens and the interactions are flawless.

Part of the responsive layout design
Interaction details of metric cards

I deeply care about the developers’ happiness and I always make sure to deliver documentation that covers all use cases and small details.

Example of detailed documentation for the developers

Outcome and reflections

The project resulted in a user-friendly interface that made complex performance data accessible for merchants, improving their online store’s performance and user experience.

Despite challenges such as dealing with a very opinionated PM and designing for edge-cases, the project provided valuable lessons. It enhanced skills in team engagement, rapid iteration based on new data points, and maintaining focus on initial problems and user needs.

In retrospect, a more collaborative approach, particularly in analyzing interview results, would be adopted in future projects.

keep on reading

Explore more of my design portfolio and discover the unique insights and innovative solutions that make each project truly exceptional.

satisfied team members

Read firsthand accounts from team members who’ve experienced my work ethic, design powers, and collaborative spirit. Their words reflect the value I bring to every project.

"Your determination, incredible speed, and high-quality design work are truly remarkable."

Kimberly Oleiro

Senior Product Manager

"I'm always impressed to see how high you raise the quality of the things we're building,"I'm always impressed to see how high you raise the quality of the things we're building."

Guilherme Carreiro

Staff Developer

“Thanks for all your amazing UX work so far on RUM, we’d be lost without you.”

Morisa Manzella

Development manager
senior product designer @ shopify
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