Nearly all Participants thought the dev dash was difficult to use and navigate:
It seems “confusing”, “unintuitive”, “not easy to follow” and generally not user friendly”
Many noted that”important functions are not easy to find” upon logging in, meaning they are spending a lot of time trying to figure out how to use dashboard.
It is difficult for infrequent user to know what functions they can and cannot do on the dashboard
Some functions don’t work as advertised. (i.e. the never log me out button, batch transaction)
Poor labeling and unclear language is pervasive throughout the entire dashboard.
Dashboard_Reserch/User Story
Dashboard- After
Overall Goal:
Give users more functionality and power to do things on their own
Reduce the number of help tickets and slack messages we receive
Make the experience more intuitive and easier to use
Client Dashboard – After
Create Transaction- Before
Create Transaction – Before
Pain point
The flow is long and confusing
Hard to know who covering the transaction fees
Hard to know what the fee will be
Create Transaction- After
Create Transaction- After
Dashboard: User detail- Before
Dashboard_User Detail- Before
Pain point
Hard to know user’s node until scroll all the way down.
Hard to know what KYC is missing, and not how to take action and resolve the issue.
Sometimes a document is verified but not necessary for the platform’s KYC requirements, so the green and red circles can be confusing.
Hard to know what kinds of documents are not verified and why.
Dashboard: User detail- User information
User Detail: Basic info/Documents
Dashboard: User detail- Transaction information
Client Dashboard: User detail – Node/Transaction
Analytics- Before
Analytics – Before
Pain point
API request call times
Balances on node
Transaction volume ( especially long term instead of 30days)
Verified/ Unverified users
Want to be able to export data
Analytics- After
Analytics – After
New Client Onboarding
Pain Point:
Too much of phone call PA+ Client
Cannot delete, add or edit documents
Hard to know what is next
New Client Onboarding
Overall Goal:
Give users more functionality and power to do things on their own
Reduce the number of help tickets and slack messages we receive
Make the experience more intuitive and easy to use