Heuristic Evaluation of a Banking Dashboard

1. Visibility of System Status

• Issue: The dashboard’s system status (e.g., loading, processing) is not clearly visible.

• Improvement: Display a clear and prominent system status indicator (e.g., loading animation, progress bar) to keep users informed.

2. Match Between System and the Real World

• Issue: The dashboard’s terminology and layout may not be familiar to all users, particularly those without extensive banking experience.

• Improvement: Use clear and concise language, and organize the dashboard to reflect real-world banking workflows and concepts.

3. User Control and Freedom

• Issue: Users may feel constrained by the dashboard’s rigid navigation and limited customization options.

• Improvement: Provide users with more flexibility to customize the dashboard layout, and offer clear and accessible navigation options.

4. Consistency and Standards

• Issue: The dashboard’s design and layout may not be consistent throughout, potentially causing user confusion.

• Improvement: Establish a clear design language and ensure consistency in layout, typography, and color schemes throughout the dashboard.

5. Error Prevention

• Issue: The dashboard may not provide sufficient error prevention mechanisms, potentially leading to user errors.

• Improvement: Implement robust error prevention measures, such as input validation, confirmation prompts, and clear error messages.

6. Recognition Rather Than Recall

• Issue: The dashboard may require users to recall specific information or procedures, potentially leading to cognitive overload.

• Improvement: Design the dashboard to support recognition rather than recall, using clear and concise labels, and providing contextual help and guidance.

7. Flexibility and Efficiency of Use

• Issue: The dashboard may not provide sufficient flexibility and efficiency for expert users, potentially leading to frustration.

• Improvement: Offer advanced features and shortcuts for expert users, while maintaining an intuitive and user-friendly interface for novice users.

8. Aesthetic and Minimalist Design

• Issue: The dashboard’s design may be cluttered and visually overwhelming, potentially leading to user fatigue.

• Improvement: Simplify the dashboard’s design, using clear typography, ample white space, and a consistent color scheme.

9. Help Users Recognize, Diagnose, and Recover from Errors

• Issue: The dashboard may not provide sufficient support for users to recognize, diagnose, and recover from errors.

• Improvement: Implement a robust error handling system, providing clear and concise error messages, and offering contextual help and guidance to support user recovery.

10. Help and Documentation

• Issue: The dashboard’s help and documentation may be inadequate or difficult to access, potentially leading to user frustration.

• Improvement: Provide comprehensive and easily accessible help and documentation, including contextual help, tooltips, and a searchable knowledge base.