Christian Mercado

Christian MercadoChristian MercadoChristian Mercado

Christian Mercado

Christian MercadoChristian MercadoChristian Mercado
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    • Creovia: Parent Portal
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    • Domo Templates
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    • The OUT Foundation
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Domo Templates

Company

Domo

My Role

UX Designer

Summary

  • Domo offers smart and efficient dashboards. But customers reported finding it difficult and time-consuming to make their dashboards more visually unique and appealing
  • I worked with a senior designer and project manager to create personas, research users, create wireframes, prototype, and test on users

Takeaways

  • I found that user testing was key in how we would pivot and reiterate on our next dashboard update -- users knew exactly the path they wanted for template themes. As a designer I needed to work with our project manager to push for this change and approval to reiterate on a layout that would be genuinely useful to Domo customers

Jump to Final Design

Introduction & Key Points

Make Aesthetically Appealing Dashboards

Make Aesthetically Appealing Dashboards

Make Aesthetically Appealing Dashboards

Customers need colorful, themed dashboards with predetermined color palettes and marketable names.

Users Need Quick Access to Dashboards

Make Aesthetically Appealing Dashboards

Make Aesthetically Appealing Dashboards

The dashboards should be quick to access from the customer's already existing dashboard, and upon new dashboard creation.

Offer Dashboards in Appstore

Make Aesthetically Appealing Dashboards

Offer Dashboards in Appstore

Domo wants to drive customer engagement to the appstore. Dashboards will predominantly be found through design templates in the Domo  appstore.

Design Process

Purpose

To offer Domo customers a quick and easy route to choosing and customizing their own dashboards, from our library of design templates. 

Predispositions

  • Research Domo dashboards, and understand why customers would find value in themed templates
  • Drill down on pain points for current Domo customers in regards to dashboards

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Research

  • Review current process for dashboard creation
  • Create user personas

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Ideation

  • Sketch out layouts
  • Explore color palettes

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Implementation

  • Create themed design templates in Figma
  • Prototype templates
  • Create coinciding icons, and preview images that assist in appstore advertisement
  • Publish first iterations to the appstore 

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User Testing

  • Conduct user testing and ask users to locate and use design templates, starting from the appstore
  • Assess value of templates and consider reiterations

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Predispositions

Is there value?

How can we make design/themed templates useful for our customers? Is there a significant need for them in the way our product development team is understanding user behaviors. Can we adequately save users time on creating curated, well-designed templates?

Customers frustration

Customers are frustrated that all templates must be made from scratch. Users are actively asking for a quick and easy way to make beautiful looking dashboards. As it is there is no option for themed (or pre-made) dashboard templates.

Appstore navigation

Domo is pushing for users to become more familiar with the appstore. Dashboard templates will be available for download through the appstore.

Research

Critiquing appstore navigation

Re-working and testing the current appstore navigation and user flow.

Reviewing popular Domo dashboards

What makes current customer dashboards so successful? And what is this process like for Domo users.

Create User personas

Create personas to understand different tiers of Domo users, their needs, wants, and desires when creating dashboards. We want to offer the most streamlined, efficient process and custom-feel with just a click of a button.

Ideation

Sketching layouts

Sketching out initial wireframes and layout themes and styles was crucial to how we would go about creating these dashboards within the Domo product.

Exploring color palettes

Much of the ideation process was brainstorming to create versatile and aesthetically pleasing dashboards, with an array of themes.

    Implementation

    Customizing themed palettes for dashboard templates

    Templates must be aesthetically pleasing, and follow a consistent color theme. I created 8 design templates, each with approximately 65 customizable components. The color themes for these templates are named: Modern, Sunset, Dunes, Lightning, Retro, Futuristic, Woodgrain, Coastal, and Meadow.

    Creating custom design template appstore icons

    To be displayed in the Domo appstore each design template (app) would need to have a matching icon that followed the same color rules as the template itself. This process was relatively quick. I landed on displaying the exact color palette in small squares, placed over a neutral gradient, with a painter's palette icon. This iconography remained consistent for each template.

    Creating design template previews

    Template previews also were a core ask from my project manager in creating these templates. We wanted to have realistic and also well-designed previews to show off the colors and how they flow together inside of the dashboard. I used screenshots of the Figma files and placed them all over a unique background and gradient. The layout remained the same for each template, to keep a consistent feel to all of the design templates.

    Publishing templates to Domo appstore

    Our final step in implementation was publishing these design template apps to the Domo appstore. My project manager and I submitted each dashboard independently. Where each one was then reviews by a separate project manager. If no discrepancies were found then the templates would get pushed to the official dashboard -- available for all Domo customers.

      User Testing

      User feedback was generally positive

      Myself and a senior UX designer, along with our Project Manager conducted user testing of 5 participants. Each test took approximately 10-15 minutes. All participants were Domo employees, but none of the participants were employees that had high familiarity with design templates or the appstore.


      While following a script, we asked users to navigate the process of finding a design template in the appstore, and then download the template. We made sure to keep verbiage consistent for each user test, and not lead the user with questions or tasks that were overly specific. For example, when needing users to choose a design template, we did ask them to choose one that was aesthetically appealing or one that looked "plain." We left the question open to then monitor which template they were drawn to.


      Users were able to quickly navigate and find the template in the appstore; either by search bar or by searching from appstore categories. All users commented on finding all design templates aesthetically appealing, and all uses were able to download templates easily.


      At the end of the testing, we had several questions that we asked our participants. We were able to drill down into what users felt was most helpful least helpful, and what tasks were realistic and strenuous. We finally asked the open-ended question of what feature(s) they would feel would make this product feature more valuable. We were not necessarily surprised by our feedback at this question. 4 out 5 participants noted that the templates were highly useful, but they needed to be applied to the templates all at one time, essentially at the click of a single button. 

      "I can see these templates being insanely useful to almost every Domo customer."


      User Test #1

      Challenges & Personal Takeaways

      Prominent feedback

      Moving forward & reiterating

      User testing is key

      We found that our original process of giving users full customization, while great in theory, was not really what users wanted. From our feedback we realized that users wanted most of this work done for them. And understandably so, having to fine tune potentially hundreds of data cards and visualization for a business dashboard could be overwhelming.

      User testing is key

      Moving forward & reiterating

      User testing is key

      I found that user testing was key in how we would pivot and reiterate on our next dashboard update -- users knew exactly the path they wanted for template themes. 

      Moving forward & reiterating

      Moving forward & reiterating

      Moving forward & reiterating

      We know with certainty, that our next iteration will emphasize creating a path that users can take to convert their own existing datasets and have a themed design template applied to them with the quick click of a single button.

      Copyright © 2025 Christian Mercado - All Rights Reserved.


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