TerraGo Analytics

Transforming Data into Visual Insights

Transforming Data into Visual Insights

Transforming Data into Visual Insights

TerraGo Analytics provides clients with an intuitive way to visualize their data through customizable graphs, charts, and tables, making it easier to track assets and review operations using Tableau, tailored to the specific needs of each business.

In my role as UI/UX Design Lead, I conducted data analysis, developed a new layout, enhanced data visualizations and UI components, and established a foundation for the design templates.

ROLE



UI/UX Design Lead

TEAM

Chip Hathaway, VP Product



Vish Subramanian, Software Development Manager

Noreen Nugent, Tableau Developer

John Suh, Director of Technical Program Management

Dave Reiff, Sr. Director of Services

Ben Chadbourne, Sr. Director of Services

Gaetano Assetta, Sr. Project Manager

Anna Kontorskiy, Technical Project Manager

Tim Jensen, Technical Project Manager

TIMELINE

Aug 2024 - 2025 Mar

PLATFORMS

Web

Project Goal

The goal of this project was to simplify asset and operations data into clear, easy-to-understand visuals using Tableau. By turning raw data into interactive graphs, charts, and tables, the project aimed to help users access key information more easily, make better decisions, and track performance.

Process

The design process involved working closely with the team to improve the structure, accessibility, and presentation of data. Different strategies were explored to enhance clarity and usability, with the design refined through continuous feedback to ensure it met project goals.

Design Process Breakdown

a. Collaborating with Project Managers and Analyzing Data

Worked closely with project managers to analyze and understand the data. Categorized, grouped, and ungrouped data while establishing a clear hierarchy based on its importance.

b. Restructuring Navigation and Information Architecture

Redesigned the navigation system and reorganized the information architecture to improve accessibility and clarity.

c. Exploring and Implementing Data Visualizations

Researched and selected the most effective graph, chart, and table types to clearly represent the data.

d. Final Review and Validation

Conducted a comprehensive design and structure review with project managers and Tableau analysts to ensure accuracy and usability.

Design Overview

The design focuses heavily on data visualization, ensuring users can view information from a top-level overview down to detailed data, making it easier to digest throughout the page. Additionally, a side column is used to highlight or emphasize other types of data effectively.

Chart and Maps to Highlight Key Data

Each page features a prominent top-level visualization, such as a map or chart, designed to be visually appealing using effective design and color schemes. This helps draw users' attention to the most important data, enhancing clarity and engagement.

Key Numbers at a Glance

The design highlights key numbers to help users quickly identify important data. Information is presented clearly through various data types, such as dates, rates, or counts, allowing users to grasp key insights at a glance without overwhelming details.

Visualizing Additional Information Clearly

When presenting additional data, different types of graphs or charts are displayed. This information is placed in a side column, allowing users to view and explore extra details by section.

Customizing Data Views with Easy Filters

The filter is located at the top of the screen, allowing users to customize and sort data based on their selected fields. It interacts with graphs and tables, enabling dynamic data adjustments. The dropdown filter is designed in a simple, aligned format, making it easy for users to view and modify options.

Organized Data Display

Data is presented in tables, giving users the option to access detailed information when needed. To accommodate various types of data, tab menus allow users to easily switch between different tables.

Outcome & Conclusion

The TerraGo analytics templates were implemented and customized for utility customers based on their specific needs and data structures. With a flexible layout, the design adapted easily across different use cases. Working closely with Tableau analysts and project managers, we aligned each version with customer reporting goals. The updated analytics improved usability, making it easier to track, assess, and report on operations—leading to better decisions and up to a 42% increase in reporting efficiency.