Project Overview
CPM was the most financially successful product owned by Textura, it accounted for over 60% of the company’s revenue. Unfortunately that made several people nervous to make changes to the application. After the executives started to see the successful feedback from the style guide redesign we implemented they started being willing to make product changes.
Since I was overseeing six other applications at the time it was decided that a different designer would oversee the CPM redesign. Unfortunately, the other designer had a tremendous workload and needed a little help, so I was asked to do a simple page refresh. The idea was to take an existing dashboard and reorganize the information into an easy to read format.
Process
The existing page made use of expandable/collapsible tables because of the overwhelming amount of information. After reviewing the information and speaking to customer service I learned the most important information on the page were the Draws and the Draw Overview. I decided to keep the Draw open by default. I left the Project Actions above the Draws because they come first in the application process. I also added a pie chart for a graphical element; some of the customer complaints were the lack of design elements, so I thought the pie chart would be a nice touch and a great way to present the information.
Results
Collapsed View
Expanded View
A major change I made to the expanded views was to add scroll bars to the tables. Multiple users had complained the page had too much scrolling and they had to scroll through hundreds of table lines to get to a different section. When we tested the self-contained scrolls users were very happy.
In the Project Summary I also made it appear like a basic math problem. A user can clearly see additions, subtractions and subtotals. I also added some color striping to help each line standout a little easier.
In the Project Summary I also made it appear like a basic math problem. A user can clearly see additions, subtractions and subtotals. I also added some color striping to help each line standout a little easier.
Original Collapsed View
Original Expanded View
