Management Report Designer Usecase
The Challenge
Develop a cloud-based reporting solution for creating EPM cloud financial and managerial reports. It needs to enable users to insert charts and grids utilizing EPM cloud sources, such as Oracle Analytics Cloud - Essbase as well as ERP Cloud Financials, into a report.
The reporting solution needs to co-exist with and can be embedded into Narrative Reporting report package doclets to integrate them in the collaborative narrative reporting process.
The Goals
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Empower more users to confidently build reports with a graduated set of design options, with one used by default based on persona, with the option to use another, as well as change the default.
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Make the data the primary focus. Tools and controls need to support the user and should be readily available when needed, but they should not hinder view of the data.
My Role
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Member of core team setting vision and direction for the new service.
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User experience lead, driving design direction and responsible for delivering it from the ground up.
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Managing additional design tasks and resources.
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Mentoring junior designers on the team.
Users Profiles
All user roles expected to use the service were identified and mapped in our established user model.
Printed Report Anatomy
A survey of supported report types was conducted and their content formatting needs (e.g., grid) and anatomies were analyzed.
Report
Grid
General Design Principles
General guiding principles were defined.
Designer Guiding Principles
Guiding principles for designing a management report were defined.
Report
Grid
Use Modes Map
The many ways a user may use the report and its content were modeled.
Report Lifecycle
The report design and consumption stages were analyzed, visualized and evaluated at an abstract level.
Conceptual Map
A map of the relationships between the report, visualizations and data was conceptualized.
Approaches to Design a Report
A spectrum of design approaches that cater to different personas was developed.
Environment Anatomy
The environment surfaces, their behaviors and relationships were developed.
Prototyping the Report Designer Experience
Concepts for creating a report and its content (e.g., grid) was designed, prototyped and evaluated early, once a user model was developed.
Prototyping the Collaboration Experience
Collaboration impact on the design/save/publish model was modeled.
Final Design
Report
Grid
