Research Insights
Why aren’t more brands tracking their impact?
No map for ESG dataEnvironmental, Social, and Governance (ESG) data is the standard framework for tracking impact, but navigating it without expertise is daunting.
Expertise is distributedCompany leaders know what impact areas to track, but team members are the real experts on the company’s impact data.
Needs are unmetImpact tracking platforms serve large enterprises or grant-seekers, not smaller businesses needing a tailored, lightweight solution.
Design Strategy
Fun-sized modulesBranches encapsulate entire pillars of impact data; modules break the section down further. Worksheets organize impact data entry at the most granular level. This approach prevents impact data management from getting out of control.
Choose Your Own Adventure
Prioritizing impact areasA business leader will select impact branches to begin tracking, then select modules within each branch. Only selected modules will be visible to the rest of the organization, with the others remaining hidden until needed.
Catalyzing teamwork
Baobab helps brands create and manage teams within their organization dedicated to specific impact branches and modules.
Worksheets
WorksheetsWorksheets are where data is manually entered. Every worksheet has a similar layout. It shows progress upon completion and aims to fill knowledge gaps while reducing cognitive load during data entry.
Data Tools
DashboardThe dashboard orients the user by giving a quick snapshot of key information, including impact metrics, data completion, upcoming tasks, and company-wide KPIs.
Data CompletionThe data completion page offers insights into worksheet completion, with a snapshot of recent progress and a detailed analysis over time. It includes a leaderboard and identifies new tracking opportunities, enabling leaders to effectively monitor data tracking initiatives.
Impact ManagerThe impact manager helps admins establish company-wide KPIs and visualize essential metrics aligned with the company's priorities.
Documentation
Colors
Typography
Result
The final deliverable was an interactive mockup that encompassed all necessary interactions within the scope of the proof of concept. It included unique user journeys for admins, leaders, and owners. This allowed the founders to present the design to key stakeholders for interaction after my contract ended.