Power Protect Data Manager (PPDM) Reporting

Power Protect Data Manager (PPDM) Reporting

Impact

Improved reporting usability and increased adoption by 20% among enterprise users

Team

  • UX Designers (HFI)

  • Development/UI Team (Dell In-house)

Timeline

12 Months

2023-24

Project Overview

Redesigned how users access, understand, and download backup reports more easily.

My Role in the Project

Led user workshops and redesigned the reporting flow for better usability.

Let’s simplify PPDM – What is it, and why does it matter?

We often hear about Data Protection, but what does that mean in practice? That's where Dell PPDM comes in.

What is PPDM?

What is PPDM?

It’s a smart data protection tool designed to help businesses secure, manage, and recover their critical data seamlessly.

Why do businesses trust PPDM?

It protects valuable digital assets through reliable backup and recovery solutions across physical, virtual, and cloud environments.

And, what about Dell Reporting?

It’s a feature within PPDM that generates reports on backup activity. These reports offer businesses a clear picture of their data protection, helping them stay informed and proactive.

1

Talking to Customers

Talking to Customers

Why Are Clients Turning Away from PPDM Reporting?

Why Are Clients Turning Away from PPDM Reporting?

Why Are Clients Turning Away from PPDM Reporting?

  • When we spoke with our clients, we uncovered a surprising insight: the PPDM reporting feature was underutilized.

  • Instead, clients like Walmart, Presidio, and Duke Energy were relying on alternative software solutions like Veeam and DPA to meet their reporting needs.


  • This highlighted a significant gap - PPDM's reporting feature wasn’t meeting user expectations, pushing them to look elsewhere.

2

Key Issues & Insights

Key Issues & Insights

  1. Unclear Navigation

Confusing terms in navigation items made it hard for users to find reporting features.

  1. Missing Report Previews

Users couldn't preview reports before generating them, leading to wasted time and frustration.

  1. Limited Templates

Only a few pre-made templates were available, making it hard for users to meet their reporting needs quickly.

  1. Inability to Edit Reports

Once created, reports couldn’t be edited or reused, limiting flexibility and efficiency.

Key Insights that shaped Design Decisions

Key Insights that shaped Design Decisions

Complicated Process & Navigation

  • The steps to generate and reuse reports were overly complex.

  • Confusing and unclear terminology added to the difficulty.

Complicated Process & Navigation

  • The steps to generate and reuse reports were overly complex.

  • Confusing and unclear terminology added to the difficulty.

Complicated Process & Navigation

  • The steps to generate and reuse reports were overly complex.

  • Confusing and unclear terminology added to the difficulty.

Lack of
Proper Templates

  • Very few pre-made templates were available.


  • Users often had to combine multiple templates to get their desired reports.

Lack of
Proper Templates

  • Very few pre-made templates were available.


  • Users often had to combine multiple templates to get their desired reports.

Lack of
Proper Templates

  • Very few pre-made templates were available.


  • Users often had to combine multiple templates to get their desired reports.

Missing
Basic Functionalities

  • Users couldn’t preview their reports before generating them.


  • Exporting reports in CSV format wasn’t supported.

Missing
Basic Functionalities

  • Users couldn’t preview their reports before generating them.


  • Exporting reports in CSV format wasn’t supported.

Missing
Basic Functionalities

  • Users couldn’t preview their reports before generating them.


  • Exporting reports in CSV format wasn’t supported.

3

Our Redesign Process

Our Redesign Process

  1. How might we (HMW)

Key Questions That Drive Our Ideation:

1/ Simplify the process of generating reports to save users time?

2/ Offer personalized templates tailored to individual needs?

3/ Reduce the learning curve for new users interacting with the tool?

4/ Provide real-time previews of reports before generating them?

Key Questions That Drive Our Ideation:

1/ Simplify the process of generating reports to save users time?

2/ Offer personalized templates tailored to individual needs?

3/ Reduce the learning curve for new users interacting with the tool?

4/ Provide real-time previews of reports before generating them?

  1. SKETCHING IDEAS

Sketches
Sketches
Sketches

Translating concepts into visualts - early-stage wireframes and sketches formed the building blocks of our solution.

Translating concepts into visualts - early-stage wireframes and sketches formed the building blocks of our solution.

  1. TAKING INTERNAL FEEDBACK

Collaboration drives innovation - feedback from stakeholders shaped and refined our designs.

Collaboration drives innovation - feedback from stakeholders shaped and refined our designs.

  1. ITERATIONS, ITERATIONS, ITERATIONS

Perfection is iterative - we refined our designs repeatedly based on feedback to meet user needs.

Perfection is iterative - we refined our designs repeatedly based on feedback to meet user needs.

4

Final Designs: Turning Insights Into Impactful Features

Final Designs: Turning Insights Into Impactful Features

After many iterations and user feedback, our solution evolved into four key features.

After many iterations and user feedback, our solution evolved into four key features.

  1. Report Preview

Users can now preview their reports in real-time, saving time and avoiding errors.

  1. Report Download

Users can choose formats like CSV or PDF effortlessly with just a few clicks.

  1. Template Creation

Users can now create and save customized templates for recurring needs.

  1. Report Customization

Users can edit existing reports on the fly to suit their specific requirements.

View the interactive prototype here to explore the designs in action.

5

Reflection & Outcomes

Reflection & Outcomes

Key Takeaways

Key Takeaways

  1. Healthy Communication is Key:

    • As a design lead, I learned the value of open and active conversations with stakeholders.

    • Actively listening and knowing when to push back led to better collaboration and solutions.

  1. Direct Client Interaction:

    • Engaging directly with clients gave me invaluable insights into pain points we hadn’t previously considered.

    • This experience highlighted the importance of stepping beyond secondary research and directly understanding user needs.

Outcomes

Outcomes

  1. Increased Adoption:

    • Within the first month, 20% of clients began actively using the redesigned Dell Reporting feature.

    • By the third month, this number increased to 42%, showcasing the effectiveness of our user-centered redesign.

  1. Enhanced Client Satisfaction:

    • Post-launch surveys showed a 27% increase in user satisfaction scores, indicating a positive reception to the redesign.

  1. Better Insights for Businesses:

    • The new report preview and customization features helped clients make quicker, data-driven decisions, enhancing their workflows.

This project helped me improve client experience and also strengthened my skills in
client communication, iterative design, and managing cross-functional teams.

This project helped me improve client experience and also strengthened my skills in
client communication, iterative design, and managing cross-functional teams.