Dashboard design for corporate travel and management

Completion time: 4 Days

Case study process

1. Define the problem and research goals
2. Conduct user research/ Competitor study
3. Analyze the data
4. Create design solutions
5. Usability testing
6. Iterate and improve
7. Implement
8. Evaluate

1. The problem and research goals

The problem is that the current system for business travel arrangements and management is scattered across multiple platforms and channels, making it difficult for employees to plan and manage their trips. The research goals include understanding user needs and behaviors related to business travel, identifying pain points with the current system, and gathering feedback on potential design solutions for a centralized platform.

2. User Research/ Competitor study

(Desk research)

Conducting user research to gather information about employee needs and behaviors related to business travel. This could include contextual inquiry, user interviews, and surveys with employees who frequently travel for business would have given better Insights. Due to less time I conducted desk research to gather information about employee needs and behaviours related to business travel.

A. CONCUR (SAP)

This app allows employees to easily plan, book, and manage their business travel, as well as track and submit expenses.

This app allows employees to easily plan, book, and manage their business travel, as well as track and submit expenses.

B. TravelPerk

This app offers a comprehensive platform for booking and managing business travel, with features such as real-time flight and hotel availability, automatic expense tracking, and 24/7 support.

C. TravelBank

This app offers a complete solution for business travel management, with features such as personalized trip planning, expense tracking, and rewards for cost-saving travel decisions

D. TripActions

This app provides a platform for booking and managing business travel, with features such as real-time flight and hotel availability, automatic expense tracking, and 24/7 support.

3. Analysing the Data

Analyzed the data collected from research to identify patterns and insights. I was looking for common themes and pain points across the data and use these to inform the design of the centralized platform.

Insights & Patterns

1. All offer solutions for managing business travel, including features such as itinerary creation, expense tracking, and mobile booking.

2. Some of the apps provide real-time flight and hotel availability and 24/7 support.

3. Some of the apps also offer rewards for cost-saving travel decisions, which can help organizations save money on business travel.

Required Features for the centralized platform

1. Rewards for cost-saving travel decisions (Research Insight)
2. Self-Booking Tool
3. Download Travel/Booking/Expense Reports
4. Personalisation & Recommendation Travel Options
5. Alert/Notifications
6. Search
7. Policy Management and Approval System
8. Customer Service
9. Consolidated Itinerary
10. Add bills with a snap
11. Track upcoming & Past trips
12. Book, Track trips, Expenses & Reports

4. Creating design solutions

Based on the insights gained from the user research, I created user flows, wireframes, defined principles, colour, and typography for a responsive webpage, mobile app, and dashboard for this centralized platform.

Wireframes & sitemap

Defining UI Principles, Color, Type & Grid

A. Principles

To make user-friendly, efficient, and effective for business and corporate travel user experiences, there are a few key principles to consider

1. Keep it simple and intuitive

The app should be easy to navigate, with clear and concise information and minimal steps for employees to plan and manage their business trips.

2. Prioritize functionality and features.

The app should include all the necessary features and tools for employees to plan and manage their business trips, such as booking flights and hotels, tracking expenses, and accessing support and assistance.

3. Streamline the booking and management process.

The app should provide a streamlined and efficient process for employees to book and manage their trips, with clear instructions and confirmation steps to ensure that all the necessary arrangements are made.

4. Provide personalized recommendations and support.

The app should allow employees to save their preferences and past bookings, and provide personalized recommendations and offers based on their interests and history.

5. Ensure security and privacy.

Since the app will handle sensitive information, such as payment details and itineraries, it's important to ensure that the app is secure and that employees' personal information is protected.

B. Colors

Hues affect the style and mood of the design, create the "look & feel" and are highly memorable.

Our design system leverages a purposeful set of “Blue” color styles as the perfect starting point for Travel app because “Blue” color often associated with calmness, relaxation, and adventure. Additionally, incorporating accents of “Orange” or “Yellow” can add a fun and energetic touch. A simple color palette should contain both neutral, primary, and accent colors. It's also good to include feedback colors (green for success and red for failure) - especially if forms are an essential part of the functionality.

Neutral Colors

Gray is a neutral color and is the foundation of the color system. Almost everything in UI design — text, form fields, backgrounds, dividers — are usually grey.

Primary Colors

The primary color is your "brand" color, and is used across all interactive elements such as buttons, links, inputs, etc. This color can define the overall feel and can elicit emotion. You can have more than one primary color, but start with one.

Accent Colors

These act as "secondary" or "supporting" colors to you primary color. These are useful for grabbing attention or to support your primary/brand color. They're also useful for components such as labels and badges.

Feedback Colors

Feedback colors emphasis different semantic states. They're used to provide visual feedback and/or warnings to users as they use your interface.

C. Type

When choosing a font for a travel booking app, it's important to consider legibility and readability even smaller font sizes.

Since the app will likely contain a lot of information, such as destination names and prices, it's important to choose a font that is easy to read at a glance. I choose Inter because it has proven it can hold stress-test in multiple online community projects, while remaining as accessible as possible for everyone.

Inter

Ag

ABCDEFGHIJKLMNOPQRSTUVWXYZ
abcdefghijklmnopqrstuvwxyz
0123456789 !@#$%^&*()

Light 48

Light 24

Light 14

Regular 48

Regular 24

Regular 14

Bold 48

Bold 24

Bold 14

D. Grid & Layout

Design Explorations

A responsive website and the Play Store app explorations give a quick idea of what other possibilities exist for the Dashboard solution.

Dashboard solution for business travel arrangements and management

A single sign-on for employees to access all of their travel-related information and tools in one place.

A unified dashboard that provides an overview of upcoming trips, travel itineraries, and expenses.

A search tool that allows employees to quickly find and book flights, hotels, and ground transportation.

Automated expense tracking and reporting, eliminating the need for employees to manually enter their expenses.

A messaging and support system that allows employees to communicate with their travel agent or other travel support staff.

A feature to store emergency contact information and emergency procedures

A feature to set up budget and approve travel expenses by the respective manager or finance department.

This solution could provide employees with a streamlined, efficient, and user-friendly way to plan and manage their business travel, making the experience simpler, faster, and much easier

Further steps

After Usability testing and the Iterative process, it can be implemented. After implementation, I need to evaluate the success of the new design by monitoring employee usage and feedback, and track improvements in efficiency and cost savings.