Heineken

Our objective was to move beyond the limitations of the conventional finance reporting suite. So we created a system that caters to the distinct needs of various finance data consumers at Heineken. To further enhance the accessibility of our finance data, we also worked on developing a mobile feature that goes beyond the confines of desktop-based access.
★ROLE
Design Researcher
★CLIENT
Heineken
★TEAM
Team of 6 designers (3 UX, 3 VD)
★PLATFORM
SAC (SAP Analytics Cloud)

Problems?

We recognized that our current reporting system is hindering our ability to make important business decisions. It was complex and lack clarity.

Our research revealed that different user types require tailored reporting solutions to meet their unique needs. It lacks mobile capabilities, further limiting accessibility for our team.

There were also challenges in terms of comprehensibility, making it hard for the team to understand and navigate. Additionally, the current reports fail to promote a transparent work environment for all team members.

01

We created a design system that enforces consistency across all reports, ensuring a cohesive and seamless user experience.
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02

Keeping in mind the different user needs, we developed a customized view that consolidates relevant actionable information. We also provided comprehensive assistance and easy-to-use exit points for users to easily navigate through the relevant reports.
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03

To facilitate deep-dives into the specific plans and needs of regional subsidiaries, we built a repository of supporting documents that will allow users to drill down into the relevant information.
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Research

User Research
We connected with users on a 1:1 basis and learned about their varied behaviors, roles and requirements for the Reports.

User Types
1. Power User
2. Viewer
3. Business

User Groups Diversification
1. Leadership
2. Managers
3. IT
4. New Bee
5. Mid-Senior Analyst
6. Non Finance background
7. Other viewers of 16 types of reports
We created research guide which helped us streamline the process of user interviews and execute in a structured and timely manner.
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01  Data Visualisation
02  Current State of Affairs
03  Actionable Insights
04  Report Standardization
05  Other Tools
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Identifying
Problem Areas

We categorized the data according to the different themes they fall under. Through this, we were able to identify the major problem areas. Then we created the “How Might We” statements which help make these problem areas more actionable and ready for the Ideation workshop.

01 Unique Needs

02 Key Drivers

03 Usability on Phone

04 Easy & Efficient

Idea!tion Workshop

The main goal of this ideation workshop was to spark innovation and generate ideas. It is a safe space that allowed our team to openly discuss and share ideas without any judgment.
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Prioritization Workshop

My favorite part of the process, we brainstormed and specified how those ideas are addressing our design requirements outlined through research findings. Then we created a mural board where we wrote all the ideas and did a Prioritization workshop. In this workshop, we asked the business to vote on the ideas they think are the best.
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After prioritizing ideas and understanding the requirements, we selected key features to guide the future report design. This stage ensures that the designs are user-focused and decisions are made based on real user needs.
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Wireframe

The content and the structure in the wireframe was based on our research findings & concepts voted as important.
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  • Clear Visual Hierarchy: The dashboard highlights key data points prominently, making it easy for users to find important information at a glance.
  • Consistent Design System: Notice how the layout, colors, and typography remain uniform throughout the dashboard, ensuring a seamless experience across all reports.
  • Customization Options: The dashboard offers flexible filtering and adjustment features, allowing users to manipulate the data to fit their needs, empowering them like Tony Stark with his suit—intuitive and adaptable.
  • Easy Modifications: The design system underlying the dashboard allows for future updates without overhauling the entire interface, making tweaks effortless.
  • Reduced Scrolling: Key insights are presented upfront, limiting the need to scroll through endless data, making the experience more concise and efficient.
  • Expanded SAC Possibilities: Enhanced visuals and additional design components provide more depth to the standard analytics, much like adding layers to a story, expanding the range of insights users can gain.
  • Intuitive Design: The dashboard feels natural and easy to navigate, encouraging exploration without overwhelming users, much like a well-organized book that invites you to keep turning the pages.

Project Learnings

Aditya Kharial
Get creative with me :)
My Projects
Heineken
OKTA
Healer
Finastra
About
My Process & Manifesto