I contracted with a prominent organization for managing digital performance royalties in order to help them launch their new in-house platform for royalty catalog claims. These claims are often conducted informally over email and most users are left with no real tools for creating and tracking claims information. This platform is built to empower royalty claims managers to much more easily and efficiently organize their data, as well as access a proprietary database for works metadata to immensely streamline claims creation processes, and track how claims are processed through other parties. My role was to work with project managers and developers to design interfaces that could enable the team to build the most usable, modern, and enjoyable product possible.
The team had built basic wireframes and feature lists, which detailed dashboards for publishers, dashboards for labels, and a complicated claims data generation process. I worked with the team to evolve these into developable prototypes. I and presented to and iterated with the team on a weekly basis over a month-long engagement. Ultimately, I delivered a set of high-resolution screens, assets, and style notes that the team considered crucial in achieving their goals.
UX for complex data management
Royalty Data Dashboard
Timeline
6 Weeks
(2020)
Project Overview
Working with a major organization for managing digital performance royalties, assist a team in elevating basic wireframes to a usable and higher-resolution product to introduce new data management solutions for royalty claims
The catalog claims data creation process in particular presented a number of detailed steps and considerations to integrate into the designs, involving data entry, data validation, database searching, file uploading, and data match reconciliation checks. In the extant wireframes, these interactions were distributed across a multitude of separate screens. To ensure that users could keep track of their progress, my design reoriented these steps within a single “sheet” with frames within which users complete the individual steps for the claim. This greatly increased visibility for users, both in showing the claim’s data and clearly indicating what information had been entered and what sections still needed to be addressed, giving users the ability to jump into and complete frames as needed.
Users creating a claim see the home sheet fill out with entered and validated information as they went, with clear indicators showing them what they had completed and what was yet to be completed. The process is strictly sequential and visual indicators present next steps as available once the prior actions are completed, with all of the actions and information in a linear, scrollable format.
Data Creation
The catalog claims creation process included a variety of technical features and complex considerations through which users would need to navigate, in order to properly enter and organize their claims data. The goal of my designs was to introduce a more cohesively visible structure in which users could more easily keep track of all of their information and progress in one page.
Publisher and Label Dashboards
Publisher and label dashboards included user-specific feature pools and indicators within the same visual system for developers to implement
