Kiria Wilder

Lilypad CRM / Fintech – Advanced Reporting

Description

  • Lilypad CRM / Fintech

  • lilypad.co

  • December 20, 2019

A continuously ongoing project during much of my time working at Lilypad/Fintech: creating a variety of ways to allow users to view their data in various slices.

These reports offer users many insights into their sales, employee efficiency, product performance, regional performance, and aggregated responses from data they input into the app from the field.

I was the primary decision maker for both the overall premise and the content of each report. I based these choices on user interviews, discussions with the customer success team, and collaboration with the development team to determine technical feasibility.

Due to the quantity and occasional complexity of these reports, I created a widget library for different types of data displays, table elements, lists, etc. that drastically reduced by design and development time.