Intelligent dashboard/ 2023

Conveya helps organisations manage careers, not chores

Learning and development teams in big business are spending far too much time manually completing chores by using emails, spreadsheets and even physical paper.  Conveya recognises that automation can be used to alleviate daily HR and L&D duties with automations.

Shows a client's dashboard which gives them a breakdown of how the user is doing.
Conveya's brand logo List of conveya clients such as royal mail, bt and amazon

Involvement

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Lead/Senior UX designer
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Since 2020

Skills and responsibilities

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UX/UI design
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Product strategy
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User and market research
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User testing

Overview

From Seedling to Harvest: Orchestrating a User-Centric Transformation at Conveya

When I took the helm as lead UX designer, the UX process was in its infancy. Determined to improve, we embarked on a journey from stage 1 to a stage 6, user-driven model (Nielsen Norman Group).

The transformation wasn't just about process changes, but also fostering a UX mindset that now shapes our operations and product development. This whirlwind journey has entirely shifted where the product strategy has a UX approach, and it's a change I'm immensely proud of.

Impact 1

Intelligent Dashboard: A Catalyst for Proactive Decisions

Prior to the advent of the new dashboard, users of Conveya were met with a daunting issue: they lacked the capacity to detect and resolve complications before they escalated to more serious problems. We provided clients a clear real-time overview of the organisations allowing users to identify critical issues faster.

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User problem: Users previously had a standardised dashboard which lacked the capacity to detect and resolve complications before they escalated to more serious problems.
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Insight: Organisations have different structures with a variety of user types performing different jobs. Conveya is constantly asked to create dashboards that are specific to each organisation. This can be expensive and time-consuming for all parties involved since each job role has different duties and priorities. The question is: how can we design a dashboard that suits all types of users?
Section of client analytics and dashboards
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Idea: Create a flexible filter that enables users to display the data they find most relevant. We already know from research the variations of data that users want to see.
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Drawing board: In our effort to understand user needs, we analysed data trends to identify essential filters and charts. We also identified common problems related to user notifications. To keep users informed about these issues, we determined the critical numbers, statistics, and events that were most relevant. With this insight, we leveraged the data to build a dashboard for anticipating upcoming challenges.
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Impact: Users can create a dashboard that helps them report data that's relevant to their work. The number of requests for custom dashboards from clients has decreased.

IMpact 2

Why do the hard work when automation can do it better?

We recognised that our clients were spending valuable time on repetitive and mundane administrative tasks, such as running "rotations" and sending communication emails based on rotation details specific to each employee. That's why we developed the Conveya scheduler, which automates these tasks and frees up time for our clients to focus on more important aspects of their business.

Conveya's automation of user tasks shown in an events box.
Scheduler: showing planned and past automations
Learner profile shown in a historical way
Activity feed of a learner showing a training in progress.

Impact 3

Clients can see an overview of learners are performing and drill down to an individual's progress and status.

Our clients have hundreds maybe thousands of learners.  Our user profile is made so users can quickly identify areas where they can support their learners' career progression. On our platform, we show exactly how learners are progressing on their career paths by recording everything they are working on.