Tianyu Qiu
FedEx Financial Dashboard
Role:
UX Design Lead
Product:
Financial Dashboard
Focus Area:
Dashboard Design, Data Visualization, UX design, UI Design, GenAI
Background
FedEx's C-Suite leadership need to visualize the entire company's Financial performance, which supports them to make strategic decisions across the organization.​
PROBLEM
How can the dashboard summarize the financial across different sectors?
How can we help CEO and CFO to make strategic decisions?
In Discovery phase, we conducted stakeholder interview, and define user persona to identify our user (CFO)'s pain point, while only looking at spreadsheets.
Final Design
APPROACH + PROCESS
Discovery: Stakeholder Interview
Interview our target user, the CFO of FedEx and VP of Finance to clearly understand their business goals and key KPI metrics, what actions they are taking after learning those metrics, and their pain points and frustration with the current system.
Affinity Mapping
Sketches
As I started to understand the business goals for each areas ( Revenue, Direct Cost, SG&A, etc), I started gathering important metrics and data together to try to piece out the narratives of each page.
DESIGN
Develop a full component library for the dashboard
As I am sketching out the low-fi Design, I also put together a UI component library for FedEx's Dashboard and define colors for different types of data.
Final Hi-Fi Design
Use GenAI API integration to help summarize the data for the users before even looking at any metrics or data.
IMPACTS
Increase the efficiency for C-Suite Leaders to make strategic decisions
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Created an efficient visualization tool for FedEx's CFO and other C-Suite executives to identify key financial metrics across different sectors.
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The AI-enhanced performance summary was able to provide a quick summary and strategic recommendation for the financial leaders.
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