Engtrics Dashboard

Industry: Enterprise Software
Duration: 6 months
DATE
2020
TEAM
Caitlin Thomas - UX/UI Designer
Agni Bhattacharya - Product Manager
Yash Pahade - Front-end Software Engineer
Vijay Thurimella -  Software Engineer
Suchit Panjiyar - Software Engineer
TOOLS

Overview

Engineering teams can track their productivity by using metrics, but their managers have no easy way of comparing and tracking their growth as individuals or as a team overall. Compiling data to use for performance reviews can be tedious. Advocating the team’s success to company decision makers can be challenging without a comprehensive overview of the team’s impact.

PROBLEM STATEMENT

We want to help Engineering Managers grow their teams by visualizing insights from company repositories. If managers can use our visual insights to communicate trends to their teams, we expect to see improvement in code velocity week over week.

MISSION STATEMENT

Grow engineering talent to ship products faster.

Research

When I joined the team in July 2019, Agni had already interviewed potential candidates that would benefit from a tool such as this. There were common themes and pain points that surfaced in many of his conversations. My favorite insight being that it was common for an Engineer Manager to try to DIY a solution to track metrics and team progress and then abandon their self made systems. The need was real!

DEFINING THE USER

Using Miro as our virtual project space, we compiled our insights from Agni's discussions and formatted rudimentary buckets to understand our user using Laura Klein's grid system - defining facts, user problems, their behaviors and their goals.

Buckets showing facts, problems, behaviors and goals of our user.
DEFINING OUR SOLUTION

Talking with potential users also helped define our constraints and inform our most important features. Asking what they currently use to track performance gave us several metrics to consider and we landed on five that we should focus on in our solution.

  • Pull request to merge cycle
  • Number of commits
  • Issues closed (JIRA)
  • Pull request to action cycle (comment, change)
  • Code churn (% of total code which is refactored)

Besides our core problem of compiling concise insights for managers to track, there were a few other needs that surfaced. What does a manager do with the visual insights our tool creates? What needs arise from there? We pulled three use cases out of our research that highlighted the way we could make our tool even more useful!

  • Automated email reports to show week over week comparisons
  • Export or Share individual metrics to use for performance reviews
  • Compiling aggregate team performance to support manager discussions with senior leadership

Iteration

Once we had met and agreed on our constraints and our minimum viable product requirements it was time to start sketching and wire-framing.

First thing to tackle was the dashboard itself. Instead of designing the dashboard in its entirety I split it into two parts. I had a list of navigation and customization requirements that I worked on as a framework, using a placeholder for the graph itself. Then separately I looked at how the graph would function on its own. Breaking this into chunks was much more approachable and much faster to iterate on.

DASHBOARD WIREFRAMES

In our first discussion we started with expressing our personal preferences, what we liked or didn't like, but we turned our attention to what these options meant for usability and ease of implementation. We picked apart what would work and what we wanted to ditch moving forward.

GRAPH WIREFRAMES

Similar to the navigation wireframes, my four graph prototypes were first looked at through an aesthetic lens but we agreed on one that we wanted to use until we could test its usability. We came back to these several times while we flushed out the nitty gritty details of implementing our MVP features. There are many ways to eat a kiwi!

This graph uses hover features to highlight what day you are looking at with a tooltip that shows statistics pertaining to that day. Other relevant details regarding the week are placed on the graph on top right and left.
HIGH FIDELITY DASHBOARD

Several meetings and a few months later, my work was finalizing the high fidelity prototype using Figma. Agni had previously implemented a marketing website to gauge interest. Taking a cue from his aesthetics I was able to pull colors, fonts and illustration style over to our dashboard with amazing results!

Marketing Website Examples

Engtrics Dashboard

Connecting the dots

Once we had a draft of our dashboard that the engineers could work with we moved to complete the user experience from discovering the website to opening the program for the first time. Our solution wouldn't work without connecting to the engineering teams' repository. We needed onboarding.
ONBOARDING TASK FLOW
EMAIL REPORTING
To complete the experience we needed to create the functionality that would kick in after our user has signed up and started using our product. How do we get the insights our dashboard creates into the hands of the engineer manager? We create an automated weekly email digest.

We wanted concise information that gave actionable ideas to managers on how to improve their team's productivity week over week. We included a quick view +/- of each of our five metrics, a visual graph for any improved areas, and a checklist of easy steps for the metrics that dropped from the previous week.

Conclusion

We had completed some of the back end structure and were working on creating our first fully functioning prototype to test with real users but due to the loss of a few key members of our team we decided to close the book on our Engtrics project.
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