EFES Dashboard

Description

  • Bank of Montreal (BMO)

  • 2020

The project developed a comprehensive dashboard to support eSignature and eDocument adoption. The dashboard allowed both frontline staff and their managers to assess usage and adherence, from a comprehensive overview to detailed employee information.
The project had two phases:

  1. The initial phase involved the design and development of the dashboard in Spotfire. A key component was engaging with users and conducting proper UX testing to ensure the dashboard was simple to use.
  2. The second phase involved migrating the project from the Spotfire environment to Power BI, which included rewriting all components to function in the new environment.

Technology