Then, think about how UX can provide a better experience for users. Ask yourself who your users are (contributors, planners, or end users)? Think about how they are interacting with the UX; is it frequent or irregular? Are they primarily on mobile or desktop? What is intuitive and value-adding for them? And what are their frustrations?
Pro tip: Group users by common behaviors and create a persona.
The goal of this section is to envision the experience quickly and at a low cost and allow ideation and feedback. This is the first step forrealizingthe vision. At this stage, it's all about finding the rightstarting point.
We recommend that you choose a simple process with a defined persona; keep it simple and controlled.
Your most used Classic dashboards; this will drive excitement and adoption.
Or, identify dashboards that are not working well in their Classic form; you can then solve users’ frustrations.
Once you figured out where to start, use pen and paper and map out the user journey.
Highlight each interaction and make sure you identify the persona for each step.
We recommend that you draw the experience for the users with:
Boxes and arrows, color-coding for each persona. You can also use post-it notes (eco-friendly versions are available online).
Or, print/screenshot the existing experience (Classic Dashboards or other existing tools) and draw over.
Use this opportunity tore-envisionthe type of Pages you want to leverage:
Large grids? Try a worksheet.
Overview? Charts? Landing page? Try a board.
Many dashboards in a process? Try consolidating details with the worksheet's Insights Panel.
Once your sketches are ready, organize them by Categories and start building your App'sTable of Contents.
It can be by process steps, by roles, or by grouped by similarity/relation.
The goal of this section is to follow the plan and start building! This is where your work isbrought to life.
Now that you have your plan and a good idea of how it should look like, it's all about making it real!
If you haven't already, take theUX e-learning class, and if you are in need of a refresher, check out the micro-lessons. Then, follow your plan!
The content in this article has not been evaluated for all Anaplan implementations and may not be recommended for your specific situation.
Please consult your internal administrators prior to applying any of the ideas or steps in this article.