A Singular Trending Score
Microsoft: Customer Health Index software design (2021)
Customer Health Index (CHI) is a snapshot of customers' accounts represented as a singular trending health score.
This is a new internal Microsoft dashboard intended to give an easily accessible view of the health status of a customer's product.
The purpose of the project included:
- A focus on a customer's product health over a period of time
- A breakdown of a customer's current product health scores
I worked with two agency ux designers, product managers, and Microsoft. I focused on:
- Wireframe sketches
- Design mock-ups
Problems that needed to be solved
Design a dashboard that provides a user with alerts and AI recommendations to help solve and manage any real-time product issues the customer is having.
Internal web application
The UX team embarked on user research, using miro.com and usertesting.com. I used the miro.com board to complete my designs.
Before any research was done on this project, I placed myself in a Microsoft agent's shoes and started getting my ideas out on paper before moving forward in the final design mock-ups for the client.
Gathering my ideas, and the research, I transferred my ideas into high-res design mock-ups incorporating Microsoft style guide elements to craft the layout for the Customer Health Index application.
My improvements included consistent error alerts and messaging elements, form reconstruction for easy imputing of required and optional information, and tab accessibility user flow.
This dashboard is intended to give the user a quick review of the health state of a customer's status.
1st tier, a customer's health over a period of time.
2nd tier, a breakdown of customer's current health score.
3rd tier, Ai-powered data for managing a customer's health.
This dashboard is intended to give the user a breakdown of the health state of a customer's status.
This dashboard is intended to give the user a breakdown of a customer's alert status.