Filter Consistency

Expanding User Base with Consistency

New Filter View

Project Achievements

  • 80% of customers gave positive feedback

  • Establishing a design system

  • Reduced time required to interact with filter inputs.

  • 60% decrease in page drop-offs

  • 25% decrease in Time on Task

My Role

  • Design Lead

  • Product Manager

  • User Researcher

 
 

Original Request

CloudBolt’s FinOps application offers various reporting sections for cloud costs tailored to specific contexts. However, each section had inconsistent filters, locations, and ordering.

The business required a cleanup of the application UI to address customer feedback regarding page inconsistencies and difficult-to-use filters.

 
 
 

Project Definition

 

Fix the inconsistencies in filters
Location, placement, order, styling, button, colors

Technology
Create a reusable comment that can be used across the app

 
 

Inspiration

 

Websites often do not display all filter options initially

Left-side filters with small scrollable boxes for many options

Show the applied filters in a visible spot that summarizes the user's view

 
 

Sketching for Layout

 

Adding a collapsible filter area will make the filter component more flexible for different pages. Users can expand or collapse the filters as needed.

 
 

Iterating

 

Validated the new filter’s location with the customers.

 
 

In this exercise, I concentrated on the app's most complex, heavily filtered, and frequently used page. I collaborated with several clients and sales engineers to gain insights into filter placement priorities and simplification.

 
 

Filter Improvements

Old Filters

New Filters

 

Client feedback led us to simplify the filters menu into collapsible sections. On the Cost Reports page, we combined all filters into one line, freeing up space. When closed, the filters still show relevant applied filter information.

 
 

Grouping Filters

 

This approach enabled users to open specific sections without being overwhelmed by all the filter options at once, while still displaying the applied filters in the chips.

 
 

Dashboard Filters

Old Filters

New Filters

 

The new filters on the dashboard freed up vertical space, allowing the filter capabilities to expand without pushing the content further down the page.

 
 

New Filters on Service Adviser

Old Filters

New Filters

 

We continued to free up vertical space on the Service Adviser page, creating room for future expansion of filter capabilities.

 
 

New Filters on Service Manager

 

Adjacent to the Cost Reports page, the Service Manager experienced the most noticeable visual enhancement with the new filters menu.

 
 
 

Project Achievements

  • 80% of customers gave positive feedback

  • Establishing a design system

  • Reduced time required to interact with filter inputs.

  • 60% decrease in page drop-offs

  • 25% decrease in Time on Task