2022-23
Account Dashboard
Objective: Lack of functionality presented and create a personalized account dashboard where users can visit to see all services and information available on there account.
Background: We wanted to improve customer relationships with their sales rep and increase awareness of the Ultradent Elite (UE) rewards program status and benefits.
Benefit: Ease of use which was beneficial for internal sales force and external users
Team: (self) Lead UX designer/PM + dev
Results. This account update helped our users navigate, reducing frustrations and better informed a way to contact our sales representatives Account page views went up 2.5% since launch
2.5%+
Page Views
Audience: Dental professionals
Process: This project started as feedback learned during our Usability Study. I wanted to do multiple iterative design with user tests along the way and incorporate feedback quickly
Tools: Lucky Orange / Crazy Egg
Old Dashboard
Usability Study
User Interviews
Project Kickoff
Lo-Fi Design / Prototype
User Test
Hi-Fi Design / Prototype
User Test
Review / Dev
Implement
Report
Features
Personalization added for customers account and to include account information which is important if they need to call in to customer service
UE is our loyalty program that helps inform the user there level of status, yearly progress and understand the benefits
Each account is assigned a sales representative to help support there practice, accommodating accounts for multiple locations
We’ve added new features which we’re not as accessible I included an area to which we’ll use to add additional tiles
Order History was hidden, I wanted to include a quick view for previously ordered items
Feedback we received during the usability study was the account page being quite bland
Account Hover
Hover menu offers information on UE (rewards) status level
Each account is assigned a personal sales rep to there practice, we list who there contact and include personalization
Launched. This account update helped our users navigate, reducing frustrations and better informed a way to contact our sales representatives.
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