Dashboard Redesign
Kayana Partner's Dashboard
COMPANY
Kayana
ROLE
UI/UX Design
EXPERTISE
UI/UX Design
YEAR
2024
Project description
The Partners Dashboard redesign focused on improving core workflows for business owners and operators. The previous version had inconsistent UX patterns, no unified design system, and caused friction in tasks like registration and account setup.
Challenge
The Partners Dashboard was functional but lacked clarity and consistency, making it harder to use as more businesses joined. Users faced challenges with registration, navigating key features, and dealing with visual clutter.
The absence of a design system led to an inconsistent experience, affecting overall user satisfaction.
Process
This project followed a structured approach—starting with user research and audits, followed by wireframing, UI design, stakeholder reviews, and final handoff. Each phase focused on improving clarity, usability, and scalability.
Research and Planning
To guide the redesign, a combination of qualitative and strategic research was conducted
Stakeholder Interviews: Sessions with sales, onboarding, and product teams highlighted recurring partner issues, particularly with registration and dashboard setup.
Persona Creation: Five core partner personas were defined, ranging from independent cafés to franchise owners, to better understand their goals, tech familiarity, and usage patterns.
UX Audits: The existing dashboard was reviewed and compared to modern SaaS platforms.
Competitive Analysis: Platforms like Square, SumUp, Epos Now, and Toast were analyzed to understand their approach to onboarding, navigation, and analytics, identifying best practices.
Design & Prototyping
Intuitive user interfaces and interactive prototypes were created through collaboration with other designers. Designs were refined iteratively based on user feedback to improve usability and visual clarity.
Solution
Based on research findings and business needs, six key design goals were defined to guide the new Partners Dashboard
Build a Unified Design System
Establish a scalable, brand-aligned system to ensure visual and functional consistency.
Reduce Cognitive Load
Simplify interfaces and user flows to support faster, easier decision-making.
Improve Registration & Onboarding
Break complex steps into guided, intuitive flows tailored to different partner types.
Enhance Navigability
Introduce a clear, multi-level navigation structure that supports scaling and usability.
Empower Users with Insights
Present business data through visual, customizable dashboards to improve understanding.
Enable Flexibility & Control
Allow users to personalize views such as data tables and dashboards to fit their needs.
Results
The redesigned Partners Dashboard led to measurable improvements in both usability and engagement
Consistent Experience
A unified design system improved visual and functional consistency across the platform, reducing confusion and development time for new features.
Simplified Onboarding
Step-by-step onboarding flows helped partners complete setup with fewer errors, resulting in a noticeable drop in support tickets related to registration.
Improved Navigation
The new navigation structure made key features more accessible, especially for users managing multiple locations or service lines.
Actionable Insights
Visual dashboards provided partners with clearer performance metrics, enabling quicker business decisions.
Increased Flexibility: Customizable views allowed different partner types to tailor the interface to their needs, improving satisfaction across varied business sizes.
Better Engagement
Overall user engagement improved as partners were able to find value faster and manage their operations more effectively.
Consistent Experience
A unified design system improved visual and functional consistency across the platform, reducing confusion and development time for new features.