Improving Microsoft's Manager Reporting Tools

PowerBI. If that doesn't cause a shiver down your spine consider yourself fortunate.

Sponsored Project

Project Management

Interviewing

UX Design

The Challenge

Improve adoption of Power BI Manager Reports designed to help managers effectively oversee team statuses.

Project Requirements


  1. Understanding Managers' Needs: How do managers interact with the current reports, and what are their pain points?

  2. Designing for Clarity: What changes are needed to make the reports more intuitive and aligned with managers’ workflows?

  3. Engagement and Usability: How to enhance manager engagement with the reports?

Affinity Diagram

Impact

Reflection


Recommendations:

  • Simplify and Streamline: Redesign the reports to focus on simplicity and clarity to make critical data more accessible.

  • Enhance Customization: Introduce more robust customization options to allow managers to tailor reports to their specific needs.

  • User Education: Implement training sessions to help managers understand the full capabilities of the reports and how to integrate them into their daily routines.




First, I'd like to express gratitude to the wonderful sponsors. This is exactly how you support students, now that I have a full-time job I'm even more impressed with the folks at Microsoft who were willing to have early morning meetings twice a week all summer! Our mentors went above and beyond with the introductions to facilitate interview recruitment. Overall, it was an absolute delight!

Managing schedules and assignments doesn't have to be complicated. Call me a radical but I didn't use a scrum board or Jira and everything turned out fine!

Burnout is a real concern for most employees but Microsoft seems to be doing surprising well in supporting individual contributors. "No Meetings Fridays" doesn't happen overnight, it takes an incredible amount of mindfulness and empathetic design to implement such a policy.

Throughout the project the biggest challenge faced was gaining access to files. Company property shouldn't feel more secure than sensitive personally identifiable information (PII). Security protocol is a huge pain point for collaboration, especially among interns/student researchers.

The interviews revealed that while the Power BI Manager Reports are functional, they do not align well with the managers' workflows and preferences, which impacts their adoption.

Detailed Insights:

  • Information Overload: Managers felt overwhelmed by the density of data presented, which often obscured critical insights.

  • Lack of Customization: There was a significant demand for customizable reports that could adapt to varying managerial needs and preferences.





































Future Directions:

  • Explore a longitudinal study to track changes in adoption and satisfaction over time.

  • Consider a broader study involving other tools used by managers to provide a more holistic understanding of their needs and preferences.


Balsamiq Prototype

Journey Map

The Process

The Process

Improving Microsoft's Manager Reporting Tools

Project Requirements


Understanding the Domain:

  • Initial meetings with sponsors to grasp the requirements and existing pain points.

  • Review of available documentation and training assets.


Conducted 8 in-depth user interviews across 5 time zones, with each session lasting approximately 60 minutes. Utilized a structured moderator's guide to ensure consistency across interviews.


Synthesis:

  • Utilized affinity diagrams and qualitative coding to analyze interview data.

  • Identified key themes around usability issues and unmet needs.


  1. Understanding Managers' Needs: How do managers interact with the current reports, and what are their pain points?

  2. Designing for Clarity: What changes are needed to make the reports more intuitive and aligned with managers’ workflows?

  3. Engagement and Usability: How to enhance manager engagement with the reports?

"I'd rather export to Excel and filter and do it there."

"I'd rather export to Excel and filter and do it there."

"Most of these boxes are nonsense."

"Most of these boxes are nonsense."

"I don't attend office hours because I don't know what to ask."

User Interviews:












  • Conducted 8 in-depth user interviews across 5 time zones, with each session lasting approximately 60 minutes. Utilized a structured moderator's guide to ensure consistency across interviews.

  • Participants included managers who were primary users of the Power BI reports.


Synthesis:

  • Utilized affinity diagrams and qualitative coding to analyze interview data.

  • Identified key themes around usability issues and unmet needs.

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