Building an Analytics Dashboard at Bonusly

Overview

Bonusly is a peer-to-peer recognition and rewards platform. Users can recognize fellow teammates by publicly recognizing them in a social feed with a message that also has an attributed value.

The Problem

Getting insights into how your team, department, and company interacts can be difficult or impossible.

Roles and responsibilities

For this project, I played the role of Product Owner, Researcher, and Lead Designer. 

Process

Kick-off with Project Partners

For every project I work on, I like to loop in all the stakeholders and Engineers associated with the project as early as possible. Defining who these members are is crucial to a project’s success. 

Research

The research for this project included a few different steps, including:

Email Surveying

We sent out a TypeForm survey to 2,000 of our users. The survey was ~10 questions, mostly being multiple-choice Likert scale questions and a single freeform feedback input. The response rate was decent enough to pull a few gems I didn’t think about from the project beginning stages.

Inline CTA Surveying

A tactic that has proven to be very successful is asking feedback via a CTA within the view we are thinking of recreating or altering. I went in and added this survey CTA to all of our existing Analytics views. This method is immensely valuable because we engage the user who has the proper context to provide optimal feedback. 

Customer Interviews

Working with our Director of Customer Success, we targeted a few ideal customers to interview. In these calls, we discussed the current Analytics platform and how they would like to see this evolve. One customer within this process had done quite a bit of excellent research in her own time before the meeting, which was immensely helpful. 

Design & Feedback

Initially working in a low-fidelity mockup form, I started to lay out the foundation of this new view, which would be the home of the Analytics Dashboard. While reaching milestones, I would check in with stakeholders within our company as well as fresh-eyed individuals to gather feedback and make improvements.

With time and more confidence, I switched to high-fidelity mockups to get a better sense of how this view would fit within the app. Making more iterations and doing more feedback sessions this stage would conclude with a final stakeholder presentation.

Engineering Handoff

The engineering handoff went off with ease. Including participants who are working on the project at an early stage helps to promote buy-in and increases the lines of communication. During this meeting, we walk through the high-fidelity mockups and discuss what details are to be included within the initial MVP. 

Implementation

Playing the role of Product Owner kicks into high gear during this phase. Doing a regular check-in meeting is vital to understand any problems that arise during the build-out. 

After ~2 months, we launched an initial MVP to our customers. This initial release is just the beginning stages for our Analytics platform setting up the foundation for plenty of testing and user interviews to help inform a more refined experience for the future.