Idea: Enable personalization for TargetProcess views/reports without requiring ownership.
Problem: Currently, users clone admin-managed views to customize columns, causing duplication and clutter.
Capability Needed: Allow users to personalize views/reports (e.g., column selection) without cloning
Idea: Allow owners (including admins) to remove themselves from views/reports.
Problem: Currently, ownership cannot be relinquished—even by admins—creating unnecessary responsibility and clutter.
Capability Needed: Provide an option for any owner to remove themselves from ownership without deleting or impacting the view/report.
Idea: Enable sharing of personalized view settings via dynamic URL without altering the original view.
Problem: When users add columns or make temporary adjustments for a specific purpose, they cannot share that experience without impacting the original configuration.
Capability Needed: Allow users to generate and share a dynamic URL that preserves their personalized settings for others to view, without creating duplicates or modifying the base view.
Idea: Associate each view with intended persona and use case, and make this metadata searchable for easy discovery.
Problem: Currently, views lack clear persona and use case metadata, making it difficult for users to find relevant views. Folder structures do not accurately represent the purpose or context of views, leading to poor discoverability.
Capability Needed: Enable tagging of views with persona and use case metadata, index this information for search, and provide persona/activity-driven discovery options for users. Persona and ceremony driven user experience for analytics. Keeping users in mind, what are they trying to accomplish and the experience should be tailored accordingly.
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Idea: collection of UX metrics for reports, views, dashboards, and other platform components.
Problem: Currently, there is no built-in capability to track user experience metrics (e.g., helpfulness, clarity, engagement) for views, reports, and dashboards. This limits the ability to understand usage patterns and improve usability.
Capability Needed: Provide functionality within the tool to capture and analyze UX metrics across different components (reports, views, dashboards, and platform as a whole).
Tactical: MetLife developed external survey and ability to integrate with TargetProcess.
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Idea: Enable the creation of fully configurable dashboard widgets that are only visible within dashboards (not in the left navigation pane), or allow admins to control which views are visible to end users, reducing navigation clutter and improving user experience.
Problem: Currently, to provide full configuration options and allow users to add widgets to their dashboards, views must be created in the left navigation pane. This leads to clutter and exposes technical or template views to all users, making navigation noisy and less user-friendly.
Capability Needed: Provide functionality to create fully configurable dashboard widgets that remain confined to dashboards, or introduce admin controls to manage visibility of views in the navigation pane, ensuring a cleaner and more intuitive user experience.
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Idea: Sharing a dashboard should automatically grant access to all its underlying views and widgets, with decentralized permissions from owner, editor, and viewers.
Problem: When a dashboard is shared, users often lack access to its underlying widgets or views, causing permission issues and limiting collaboration. Current permission management is complex and tied to individual owners and editors, making sharing cumbersome.
Capability Needed: Implement a simplified, automated permission model where sharing a dashboard ensures access to all associated views and widgets.
