Clover dashboard provides insights and data for merchants to monitor and manage finance and business assets.
It also suffers from too much data that keeps growing and becomes overwhelming for merchants to get the useful gists.
My team is responsible for overhauling the experience of several areas, including money tracking, sales activities, item management, menu management, sales reports, and employee management.
Item Management
Item management is a tool for business owners and managers to organize their offerings (such as retail items, restaurant dishes and modifiers, or haircut), track stock, and set availability in various POS touch points.
Challenges
Information architecture that conformed to the backend complexity instead of real-life tasks.
Lack of good interaction design to do basic actions (bulk deleting, assigning items to categories, and managing modifiers)
What my team did
Designed workflows that increase efficiency in inputing large amounts of data, via Excel or manually.
Established seamless navigation between items, categories, modifiers and other parts of item management to minimize pogo sticking and to increase task completion.
What I did
I partnered with Engineering leaders and Principal Product Manager to reorganize the data model, so that it minimizes technical limitations during design and implementation cycle.
As a result, we now had a technical architecture, co-created and vetted by Engineering team, to guide them in piloting the new data model
Sales Reports
Sales reports provide high-level metrics and detailed numbers of overall revenue. Business owners and managers can group the numbers by various lenses (by type, by items, by employees) and see the breakdown of taxes and other fees. Sales reports are the most visited area which account for 70% of dashboard traffic.
Challenges
Each report was separately designed and developed, with no clear connection between them.
Misuse of filtering and grouping lead to the ever-growing number types of report, which crowds the navigation and lack of sensible information architecture.
What my team did
Reorganized information hierarchy that balances insights, detailed data, and supporting features.
Developed templates for reports using Clover’s design system and reusable components that free up designers to focus on identifying relevant data and content.
Results
Templates with reusable components support developers to migrate to a more modern tech stack that results in faster downloads and parsing.
The new sales reports were rolled out to all Clover’s merchants in North America in October 2024.
