SATORI
Dashboard Visualisation
Company: SATORI
Role: Solutions ConsultantÂ
Location:Â Mascot, NSW
Design Tools:Â BOLD BI, Notion
Project Summary
This project, led for SATORI, focused on creating a business intelligence (BI) dashboard to improve client experience through enhanced data visualisation and usability. The goal was to evaluate and implement a BI tool that could serve as a scalable solution, balancing usability with the capability for advanced data visualisation to meet both current and future requirements.
I developed an intuitive dashboard that met initial user needs and received positive feedback. However, due to limitations with BOLD BI, we ultimately decided to move forward with Power BI to ensure a more scalable, efficient solution for commercial use.Â
Target UsersÂ
The primary users for this dashboard included SATORI’s financial services customers who rely on BI insights to make informed, data-driven decisions within their business controls. Their feedback highlighted a need for accessible, visually coherent dashboards to improve client reporting and streamline data interpretation.
My Role
As a Solutions Consultant, I was responsible for the end-to-end evaluation of BOLD BI, the initial dashboard design, and stakeholder testing. I collaborated with internal stakeholders to assess functionality and gathered feedback to ensure the dashboard met user needs. Ultimately, I provided recommendations based on feasibility analysis that influenced the decision to transition to Power BI.
Constraints
Tool Limitations: BOLD BI’s features were evaluated, but it lacked flexibility and scalability, which impacted its feasibility for long-term use.
Stakeholder Feedback Loop: Regular feedback from internal users was essential, which required agile adjustments within a limited timeframe.
Process Overview
Approach: Feasibility Analysis and Iterative Design
This project was structured in two phases: initial feasibility and stakeholder testing, followed by the pivot to Power BI based on internal feedback and technical requirements.
This project was structured in two phases: initial feasibility and stakeholder testing, followed by the pivot to Power BI based on internal feedback and technical requirements.
Feasibility Analysis and Iterative Design
BOLD BI Evaluation: I began by assessing BOLD BI’s capabilities, focusing on ease of use, visualisation options, and potential to meet client needs. Using feedback from stakeholders, I evaluated how well BOLD BI could handle complex data needs and the extent of customisation possible for client dashboards.
Outcome: While BOLD BI met basic requirements, limitations in scalability and data integration led us to consider Power BI as a more commercially viable alternative.
Dashboard Design & Prototyping
Initial Design: Developed a prototype dashboard in BOLD BI that provided key insights in an intuitive layout, using user-centered design principles to ensure that navigation and visual elements were straightforward.
Stakeholder Testing: Conducted usability tests with internal stakeholders to validate the design. Feedback emphasised the need for more customisation and smoother data handling—features that were constrained by BOLD BI.
Decision and Transition to Power BI
Recommendation: Based on stakeholder feedback and technical limitations identified during testing, I recommended Power BI as the long-term solution. Power BI’s enhanced capabilities for customisation, scalability, and data processing aligned better with our commercial objectives.
Handoff & Documentation: Provided documentation and insights from the BOLD BI evaluation to inform the Power BI setup, ensuring that learnings from the initial design were integrated into the new solution.
Outcomes and Learnings
Results: The project successfully identified Power BI as a more robust solution for client-facing dashboards. The initial dashboard in BOLD BI served as a valuable prototype, revealing critical requirements for the final product and highlighting essential features for the client experience.
Key Learnings:
Importance of Tool Compatibility: This project underscored the value of selecting a BI tool that aligns with both present and future needs, particularly in terms of scalability and data integration.
Iterative Feedback’s Role in Feasibility Assessment: Early feedback from stakeholders proved invaluable in adjusting the project’s direction, ensuring that the chosen tool could deliver on both functionality and client experience.
Adaptability in Design: Developing a prototype in BOLD BI, despite limitations, helped clarify client needs and provided a strong foundation for transitioning to Power BI.
Reflection: This project reinforced the importance of flexibility and user-focused design in dashboard visualisation. Working within tool constraints was a valuable experience that highlighted the role of feasibility analysis in selecting and recommending BI solutions that genuinely meet user needs and business goals.