PayPal Internal Reporting Tool UX Design
PayPal hired us to design the user experience and UI for an internal tool that allows PayPal executives to track business-critical KPIs and financials. Our goal was to create a cohesive, real-time dashboard to streamline executive decision-making processes.
“Without a doubt, working with Nyquist Design is a professional experience. Through the various projects I have worked on with them, their team have always gone above and beyond to produce and deliver outstanding creative work. They put emphasis on punctual delivery, while still being flexible to last minute changes. Plus, they’re fun to work with!”
Laura Ward
The Problem
PayPal executives were facing significant challenges in tracking and analyzing business-critical KPIs and financial data. They had to toggle between a patchwork of multiple third-party tools and custom applications to gather insights about the health of the business. This fragmented approach often resulted in outdated information and inefficiencies, hindering their ability to make informed, real-time decisions.
The lack of a unified platform meant that executives spent more time collating data than analyzing it, leading to delays in strategic planning and operational adjustments. An integrated, real-time solution was essential to provide a clear, comprehensive view of the company’s performance metrics.
The Process
To address these challenges, we began by interviewing key stakeholders and subject matter experts to understand the specific needs and priorities of the executive team. This initial phase allowed us to quickly ramp up and gain clarity on the most critical KPIs and data points required. We created detailed journey maps and user flows to visualize how executives would interact with the tool. Wireframes and visual designs were then developed to outline the structure and aesthetics of the dashboard. Throughout the design process, we conducted usability testing with executives to ensure that the interface was intuitive and met their expectations. This iterative approach allowed us to refine the design based on direct feedback and ensure its alignment with business needs.
The Solution
We designed an internal website that executives could log into and immediately access real-time data visualizations for key performance indicators. This platform provided a centralized, intuitive interface where all critical metrics were displayed in a clear, actionable format. The dashboard included customizable views, allowing executives to tailor the information to their specific needs and preferences. Real-time data integration ensured that the insights were always up-to-date, enabling prompt and informed decision-making. The design emphasized ease of use, with a clean and modern UI that facilitated quick access to essential data without overwhelming the user.
The Results
The implementation of the new internal tool significantly enhanced the agility and confidence of PayPal’s executive leadership. With a centralized platform providing real-time data, executives could make more informed decisions swiftly and accurately. The tool eliminated the inefficiencies associated with using multiple third-party applications,
resulting in streamlined workflows and improved productivity. The ability to access up-to-date insights at any time empowered the leadership team to respond proactively to market changes and operational challenges. Overall, the project delivered a robust solution that transformed PayPal’s approach to business intelligence and strategic planning.