Crunchbase: Redesign the dashboard with customizable widgets

Crunchbase is a platform offering business information, including funding, leadership, corporate news etc. It is known for its extensive data, often presents a challenge in use- intuitiveness, particularly for startup founders- one of their more niche but fast-growing user groups. To address this, our focus was on integrating more user-friendly and customizable data visualizations into the interface, enhancing startup founders' efficiency in obtaining information.

Context

A 4-month school project sponsored by Crunchbase

Team

2 designers + 2 researchers

Contribution

Led the design and prototyping
Conduct user interviews
Conduct design evaluation
Create presentation deck

Outcome

Redesigned the dashboard to include personalized onboarding, customizable widgets, and improved data visualization. The new design reduces user task completion time by 50% and decreases clicks by 75%.

BACKGROUND

The current platform

  • Offers comprehensive data on both private and publicly traded companies.

  • Designed for salespeople, CEOs, venture capitalists, and founders.

  • Information-heavy platform, making it difficult for new users to navigate information.

Target users: Startup Founders who wear many hats

Outcome

Simplify the information architecture of the homepage with customizable widgets

The new homepage design includes customizable widgets, allowing users to add, hide, and rearrange them. This ensures users can view the most relevant information as soon as they open the dashboard. The side menu has been removed, with its functions integrated into the widgets to streamline task completion and minimize homepage confusion.

Outcome

Enhance the design of each individual data visualization

The data presented on the original Crunchbase platform is not intuitive enough, with some information hidden across separate pages, making it difficult for users to locate.

Outcome

Multiple viewing options for each widget, including a condensed view and a detailed view

The condensed view offers a quick overview, while the detailed view enables a more in-depth exploration, providing greater flexibility to meet the needs of our target users.

Outcome

Introduce a new feature: company comparison

Target users emphasized the importance of comparing companies, particularly competitors, side-by-side to gain insights. In response, we proposed adding a feature to enable company comparisons.

research Overview

Understand the target users and their problems

20+

Survey

4

Semi-structured Interviews

5

Hierarchical Task Analyses

3

Ethnographic research

5

Competitive Analyses

👆Click to see the detail of each research method

20+

Survey

4

Semi-structured Interviews

5

Hierarchical Task Analyses

3

Ethnographic research

5

Competitive Analyses

👆Click to see the detail of each research method

research insights

Summary of the insights generated from the above research

💡Insights on Finding Investors

  1. Finding the ‘right’ investors to fund company is burdensome and takes a long time

  2. Level of secrecy/distrust between founders and investors about information about companies

💡Insights on Market research

  1. Lack of data visualization to understand the whole picture of the market

  2. Difficult to sift through and compile the information

💡Insights on Site-wide UX

  1. Lack of intuitive navigation

  2. Unable to quickly locate the information needed

  3. Text heavy and lack of data visualization

Design Process

Prioritizing design requirement

Based on our research, we identified the following design requirements. To proceed, we prioritized the top two based on the most critical pain points highlighted by target users and their scalability to a broader audience.

1

Adding a site navigation guide/walkthrough/toolkit

1

Adding a site navigation guide/walkthrough/toolkit

1

Adding a site navigation guide/walkthrough/toolkit

2

Improving the overall data visualization (graphs, charts, etc.) to help with information digestion

2

Improving the overall data visualization (graphs, charts, etc.) to help with information digestion

2

Improving the overall data visualization (graphs, charts, etc.) to help with information digestion

3

An overview of different fields/sectors and respective depths of information provided

3

An overview of different fields/sectors and respective depths of information provided

3

An overview of different fields/sectors and respective depths of information provided

4

Making user profiles and a list of connections similar to LinkedIn

4

Making user profiles and a list of connections similar to LinkedIn

4

Making user profiles and a list of connections similar to LinkedIn

5

Transparent information

5

Transparent information

5

Transparent information

6

Eliminate hidden features and information within the platform

6

Eliminate hidden features and information within the platform

6

Eliminate hidden features and information within the platform

7

Ability to customize and personalize the user interface and settings

7

Ability to customize and personalize the user interface and settings

7

Ability to customize and personalize the user interface and settings

8

Ability to use filters to see specific metrics for comparison

8

Ability to use filters to see specific metrics for comparison

8

Ability to use filters to see specific metrics for comparison

Among all the ideas we brainstormed, we selected the customizable widget concept as it

  • received the most positive feedback from the target users

  • provides the greatest flexibility for personalization

  • has great potential for enhancing data visualization.

Design Process

Standardize the widget size

After nailing down the direction, we started to set the standard sizes of the widgets, as we wish the users to be able to customize it and switch the positions of the widgets according to their preference.

Design Process

Determine what and how the information should be presented in each individual widget

To find out what our target users think of each widget, we ‘co-designed’ with our target users by presenting the mid-fidelity wireframes and ask them what information do you expect to see.

Design evaluation

Design evaluation and validation

To assess the effectiveness and usability of our new design, we conducted a comparison study. Five participants (n=5) completed four tasks on both the original Crunchbase platform and our prototype. We then compared the time taken and the number of clicks required to complete each task.

Participants

Participants

Procedure

Procedure

Results

Results

Issues identified and future improvement

Issues identified and future improvement

REFLECTION

Incorporate a more human touch to enhance engagement in data-heavy platforms

Data-heavy platforms like Crunchbase can easily overwhelm users with information, leading to disengagement. We discovered that adding a human touch can make a significant difference. For instance, introducing features like "Crunchy Highlight" can create moments of surprise and delight, keeping users engaged with the platform.

Design starts with simplification

Crunchbase has complex information architectures that can confuse users. Instead of adding more elements, focusing on subtraction and simplification offers a cost-effective way to enhance the user experience.

Conduct user testing with the prototype on the actual device

During user testing, we initially didn’t display the prototype within a device frame, such as a laptop. This made it difficult for users to assess how much information they could view at once. To provide better context, it’s essential to include a laptop frame in the prototype.