Case Study: Data Dashboards

Spin Scooters


I worked with Spin scooters to create a 0 to 1 data dashboard for FleetOps and accessibility advocates.

Overview

Spin is an electric scooter company based in San Francisco. As we rapidly expanded within the US, we started to receive pushback from local government and citizens with concerns on the negative impact on mobility within cities if Spin scooters aren't managed properly. To solve this, Spin leverages Fleet Operations employees that help manage inventory, charge and repair scooters, and make sure scooters aren't negatively impacting walkways and other parts of the city. In order to scale this, we needed to design a product for FleetOps specialists to track their tasks and manage their day.

Process

Our process started with research to understand how FleetOps currently work and opportunities for product features, synthesis to make sense of our research and understand our user, ideation and design, and then delivering final product designs.

Framing the Problem

When thinking about local community concerns, our data and policy team surfaced that many of the concerns were focused on Spin's effect accessibility within cities. At the same time, we were tasked with creating a product with core business value for Spin by empowering FleetOps (gig workers) to best do their jobs. Since these are critical stakeholders to Spin, we wanted to create a better way for these stakeholders to leverage data for their jobs in an effort to better work with community partners. Our challenge was to design a new data dashboard that helped two unique stakeholders make sense of data in a similar fashion.

Research

In the first phase of research, our team took time to delve deeper into the context of Spin scooters, analyze data, and understand users’ goals and pain points. Some methods we adopted include affinity diagramming, conceptual modeling, and visualizing data with scatter plots, bar graphs, etc.


In the first phase of research, our team took time to delve deeper into the context of Spin scooters, analyze data, and understand users’ goals and pain points. Some methods we adopted include affinity diagramming, conceptual modeling, and visualizing data with scatter plots, bar graphs, etc.


Semi-structured Interviews & Contextual Inquiries

I partnered with our researcher to speak with several fleet operations workers as well as accessibility policy employees in cities such as Pittsburgh, PA (a new launch city for Spin). Through synthesizing this research, we started to understand how these stakeholders make sense of data:

  • Chaos everywhere—these stakeholders are often confused about what they need to do each day.

  • Guess and check—both stakeholders are not used to data analysis, so they often are making decisions on a whim.

  • Internally motivation—the work these stakeholders conduct can be grueling, but they are driven by their goals.

  • Stories over data—both stakeholders seemed to focus on the ‘so what?’ of data. They were interested in actionable data.


This helped us set a north star for our product—realizing that we didn’t want to provide our personas with static maps and boring graphs, but engaging and digestible information that helps them accomplish their goals. We also created user persons based on this information to help understand our users better and design with them at the forefront of our mind.

I partnered with our researcher to speak with several fleet operations workers as well as accessibility policy employees in cities such as Pittsburgh, PA (a new launch city for Spin). Through synthesizing this research, we started to understand how these stakeholders make sense of data:

  • Chaos everywhere—these stakeholders are often confused about what they need to do each day.

  • Guess and check—both stakeholders are not used to data analysis, so they often are making decisions on a whim.

  • Internally motivation—the work these stakeholders conduct can be grueling, but they are driven by their goals.

  • Stories over data—both stakeholders seemed to focus on the ‘so what?’ of data. They were interested in actionable data.


This helped us set a north star for our product—realizing that we didn’t want to provide our personas with static maps and boring graphs, but engaging and digestible information that helps them accomplish their goals. We also created user persons based on this information to help understand our users better and design with them at the forefront of our mind.

Data-driven Design

I worked with our data scientist to make use of the scooter data we had available to gain insights and conduct preliminary data visualization explorations with Tableau—giving us a sense of what type of information and insights are relevant to Spin's data structuring. We noticed the impact different graphs have on different kinds of data, especially with a dataset with rich variables like geolocations and multiple related temporal stamps.

The key takeaway was that the flow of scooters has significant spatial and temporal patterns. These could be critical insights to provide for the users through an intuitive dashboard interface, without needing to run the data through dedicated software. Projects often don't get the chance to fully leverage data science resources, so in this case it was great to get a sense of what our product could be (a temporal-based data dashboard) before diving deeper into design explorations.

I worked with our data scientist to make use of the scooter data we had available to gain insights and conduct preliminary data visualization explorations with Tableau—giving us a sense of what type of information and insights are relevant to Spin's data structuring. We noticed the impact different graphs have on different kinds of data, especially with a dataset with rich variables like geolocations and multiple related temporal stamps.

The key takeaway was that the flow of scooters has significant spatial and temporal patterns. These could be critical insights to provide for the users through an intuitive dashboard interface, without needing to run the data through dedicated software. Projects often don't get the chance to fully leverage data science resources, so in this case it was great to get a sense of what our product could be (a temporal-based data dashboard) before diving deeper into design explorations.

Synthesizing with Affinity Diagrams

After understanding the perspectives, needs, and goals of our two personas, we used an Affinity Diagram to organize our analysis of the various personas and identify insights.

After understanding the perspectives, needs, and goals of our two personas, we used an Affinity Diagram to organize our analysis of the various personas and identify insights.


We found key patterns based on each persona’s objectives, goals, and challenges that allowed us to better understand what a successful dashboard might look like for them. We then created clusters of notes based on common patterns across the personas. Through visualizing the data, we were able to understand how each persona can benefit from knowing certain data insights, and how there could be an overlap across even relatively opposite personas.


We found key patterns based on each persona’s objectives, goals, and challenges that allowed us to better understand what a successful dashboard might look like for them. We then created clusters of notes based on common patterns across the personas. Through visualizing the data, we were able to understand how each persona can benefit from knowing certain data insights, and how there could be an overlap across even relatively opposite personas.


Making Sense of Research

One of the challenges of our project was trying to build one dashboard product for two relatively distinct users (accessibility policy advocates and FleetOps gig workers), so we used value flow mapping to synthesize our learnings into a comprehensive flow and identify opportunities for a better user experience. This was also a great tool for working across Spin to gain alignment on where to focus before jumping into design explorations.



We modeled the current state, highlighting interactions between the personas and their environment along with Spin scooters and users. This process allowed us to identify the problems that our personas were likely to face in their daily lives. These ranged from scooters parked on the sidewalk, not allowing wheelchair users to safely pass, to it
being difficult for broken scooters to be located, causing more accidents.


With information gathered from the current state model, we were able to add interception points to the model where we anticipated our dashboard to facilitate the personas. Examples include providing FleetOps with a map that calculates the best routes to get to multiple scooter locations and data for accessibility advocates that allows them to know if a scooter is parked on the sidewalk near her in real time.

Design Explorations

Sketches

Once we explored the problem space and aligned our team's understanding of key persona goals and pain points, I was ready to sketch preliminary ideas for design explorations.


Once we explored the problem space and aligned our team's understanding of key persona goals and pain points, I was ready to sketch preliminary ideas for design explorations.


Mid-Fidelity Prototyping

After reviewing sketches with the broader design and product partners, I was ready to move forward with prototyping an interactive dashboard with the features aligned on for our roadmap. My first step was to integrate the dashboard function with a map view—since the location-based data was most relevant to our two stakeholders. Taking inspiration from other location-based applications, such as Uber and Google Maps, I decided to use widgets to provide additional data visualizations for our users.

After reviewing sketches with the broader design and product partners, I was ready to move forward with prototyping an interactive dashboard with the features aligned on for our roadmap. My first step was to integrate the dashboard function with a map view—since the location-based data was most relevant to our two stakeholders. Taking inspiration from other location-based applications, such as Uber and Google Maps, I decided to use widgets to provide additional data visualizations for our users.

Spin Dashboard Product

For the final product, I further considered how I could minimize the amount of cognitive load that would be placed on users as they leverage our tool. Instead of having them input queries according to a certain format and scope, we could allow users to search based on keywords or natural sentences.

Based on previous iterations of feedback, I also tried to be more intentional with color choices—changing the colors of the sidebar as well as indicators in the map view to not only provide better contrast and legibility, but also align with users’ mental models. For example, I changed the color of the zones that need scooters from blue to yellow, since the latter seems to entail a stronger sense of warning and urgency.


Shipping & Impact

The data dashboard launched internally within Spin to help FleetOps gig workers better plan their day and complete their jobs-to-be-done. We handed off the project to Spin's policy team as well to explore working with accessibility advocates (and other policy makers) on how they could use a version of the dashboard with components purpose-built for their needs. Our primary metric of success was how effective we were at helping FleetOps gig workers find scooters to repair, predict demand better to understand when they may have more opportunity for work, and better navigate cities to parts that have the most need for scooter repairs/adjustments. From testing, we found that we were able to bring a lot more clarity to these users' daily flow and allowed them to have one source of truth rather than relying on several applications (Google Maps, Spin data, etc.).

This was a great project for me to explore designing data dashboards that help users tell a story with complex data, while also considering environmental factors (often needing to be hands-free) that created interested challenges for our product team. I also really enjoyed the pace of working rapidly to ship a 0 to 1 product that helps empower people to do their job better!