Insight Dashboard


Insight Dashboard is an ecosystem designed to handle all aspects of conducting a SaaS business at an enterprise level, from deploying full-featured learning products to selling subscriptions to individuals and institutions.




Figure 1: PALM Luncher screen, featuring controls and analytics for end user; context: Antomy suiteShoulder & Arm regionShoulder & Arm Musles PALM



The Mission

Insight had a sophisticated learning technology powering its products but lacked a capable infrastructure for conducting SaaS business at scale. We had to build new supporting systems to complete Insight's value proposition and facilitate entering and growth in new markets.



My Role

As the sole designer on the team, I owned/co-owned most of the system’s components. My responsibilities included:

  • Investigating the legacy user experience and highlighting the pain points holding the company back
  • Developing personas, predicting edge cases, and providing rules for a variety of use cases
  • Collaborating with scholars to grasp pedagogical objectives
  • Partnering with data scientists, business analysts, and domain experts to execute visions within business requirements
  • Work with engineers to ensure design quality and resolve usability issues
  • Introduce new identities and microsites



Execution

We kicked off the effort by partnering with business analysts to provide us with competitive analysis and a new business plan as we were preparing to enter the medicine space. The management's vision and survey results concluded that we should identify educators as our core target audience. In parallel, we developed a set of user personas to examine need differences between existing clients and prospective ones, so no use case scenarios are underlooked.

Building a multi-purpose platform with varied target users has complex challenges, such as intertwined behind-the-scenes permission checks that were prevalent. An example is an internal logic that gate keeps access to products. This ensured solutions balance user goals with business ones. 


Figure 2: An example permission logic map 




Process
We developed features and tools incrementally over multiple phases. Our core development loop in each phase consisted of brainstorming sessions, expansive clickable wireframes, and a strategy with rigorous prioritization. We regularly tested our prototypes with pilot contributors and revised decisions based on internal design QAs, user interviews, and usability audits.

Once we had an acceptable solution validated by real-life users, we matured usability and polished presentational aspects. Utilizing our close partnership with UCLA Human Perception Lab, we were able to test and validate our ideas with medical students and professionals from UCLA and other colleagues.



Example User Interfaces

Click to enlarge
We built and matured the core system over two years and have been maintaining and improving it as we grow. The effort resulted in a robust and feature-packed ecosystem, with many advanced capabilities that are being used by educators locally and worldwide:

User & Class Management
Individual & Group Analytics
Guided vs. Unguided Modes
Timed Assessments
Subscriptions & Payments
Data Import-Export
Dynamic Help Center
Responsive UI




Figure 3: Various interfaces of the system including performance alanytics, student and class configurations, store, module launcher, etc.



The Impact

This new system allowed Insight to deploy full-featured learning products rapidly, sell subscriptions to individuals and institutions, and provide supportive learning systems for educators that needed a systematic approach to education management and customized learning experiences for individuals and groups.

As a result, Insight was able to enter new markets (e.g., medicine), make partnerships with reputable players (e.g., Primal Pictures, TDS Health), and acquire international institutional clients (e.g., UK, Australia, New Zealand). It was also able to collect scientific data for peer-reviewed publications (e.g., Community College Mathematics Project).