Admin Reports Unification

Screens from the unified admin reporting experience: navigation, tables, and charts
Role
Design Lead
Timeline
3 years
What I accomplished
Created a core team, visioned the solution for a scalable reporting migration, embedding user research for each milestone, UI/UX enhancements, design system integration.

Same reports, better experience, one unified space for admin reports.

In 2022, Amplify proposed to update the standalone mCLASS Reporting and Analysis Suite (RAS), which at the time was built on an old technology stack that required a high cost for maintenance. And though the RAS admin reporting was a robust product that provided users with complex tools and features, the user experience left much to be desired.

We took the challenge to solve for all three business cases to update to a newer tech stack, make it cost efficient, and design a better user experience.

HOW MIGHT WE

Improve a complex set of reports so that users can make sense of their data faster while giving us a leaner, more maintainable system under the hood?

Challenges to consider

Part of solving the problem was acknowledging the real challenges.

The requirements were clear. The timeline was set. So why wasn't the project moving?

Because the stated problem is rarely the real one. What looked like a parity and timeline challenge was actually misalignment, largely due to the team structure and constant pushback against a grand design vision.

Surface challenges: complex requirements and tight timeline. Foundational challenges: team structure and design vision.

Solution One
change the team structure

Project challenges diagram with team structure highlighted as the foundational challenge addressed in Solution One.

The surface problem was the tech stack. The real problem was the team structure.

Design was solving the problem in a silo. When developers and product partners saw the work, it was in the same room as leadership. The design solutions weren’t landing, not because they were bad, but because the people who would have to build and ship them weren't involved in the design process. Product and engineering surfaced concerns in front of stakeholders, which made the team look misaligned. Every design presentation ended in the same way: friction, pushback, and rising concerns.

The first thing I changed was the working team structure.

I restructured the core team around a single, co-owned unit: one designer, one dev lead, one product owner, one data scientist. Every major decision was made together, before it reached a stakeholder room. By the time the team presented to leadership, most concerns were already resolved because the people who would have raised them had been involved from the start. This allowed cross-functional stakeholders to process the solution with more trust and provide more meaningful feedback.

Diagram comparing before and after team workflows: before, design worked in isolation through proposal, stakeholder review, and pushback; after, a co-owned group of designer, dev lead, product owner, and data scientist decides together before stakeholder reviews.

Solution Two
revise the design vision

Project challenges diagram with design vision highlighted as the foundational challenge addressed in Solution Two.

The original designs might've been revolutionary but they were untested. We needed something that works.

Our design team invested heavily in exploring how this migration could solve existing pain points, elevate the user experience, and set a new standard for Amplify's admin reporting suite. But translating that ambition into something tangible enough to align product, engineering, and leadership proved to be the real challenge.

The second thing I changed was the design direction.

The designers had spent a year exploring the initial vision so resisted an abrupt directional change. So I gave the them two weeks: bring me evidence that users respond well to this, and we'll continue. If not, then we will pivot.

And so we pivoted.

Thoughtfully leaning on existing patterns of Amplify admin reports.

I reframed the design solution entirely — instead of designing a new experience, we aligned the migration to the design patterns already established across other admin reports for our other products. Less novel, more coherent. It was less exciting than a brand new reporting experience, but the right call for users who had to navigate across the whole Amplify product ecosystem and for our stakeholders to accept an adaptation to a working model.

Understanding the sunk cost fallacy, I prioritized consistency and user validation over protecting a year of invested effort. That's not a comfortable call — people's work felt dismissed, and some of that feeling was legitimate. But continuing to invest in an unvalidated direction would have compounded the problem, not resolved it.


Solution Three
stagger the work

Project challenges diagram with complex requirements and tight timeline highlighted as the surface challenges addressed in Solution Three.

We had to plan strategically around a tight timeline for a successful release.

The third change was how we shipped. With five reports to migrate — each carrying full feature parity — attempting to design everything before a single line of code was written was too risky. So we staggered the work: prioritize critical reports, design one report, hand it off, then start the next. While engineers built one report, design was already solving the next.

The third thing I changed was including user research into the design phase.

Each report carried complex tools and features, so I embedded UXR validation into every design phase. With each cycle, the team compounded its product knowledge and user insight — answering two questions that mattered most: for users with multiple Amplify products, does the experience feel consistent across all of them? And for users who only have mCLASS, is the new reporting experience better than what they had before?

User research feedback

Faster loading time

Assistant Superintendent of Teaching & Learning

“The real-time data makes a big difference. No more waiting for things to load while changing selections.”

Easier navigation

Instructional Facilitator

“Principals have had a hard time with the Classic Reports. These new reports will be much easier for them.”

Better usability

K-5 Literacy Assessment Specialist

“The left nav bar makes it so easy to flip back and forth between pages instead of scrolling, and it generates SO quickly”

Easier data interpretation

Tech Coordinator

“We want teachers to start doing their own analysis. This would not be possible with the Classic Reports but now it is!”

Project takeaways

Establish team structure and collaborations

Diversify responsibilities and enable agency among domain experts. Foster close collaboration between design, product, and engineering.

Set a vision for the team

Create a vision through storytelling. Define checkpoints to celebrate wins and moments to pivot if needed.

Involve stakeholders in the process

Involve leadership early and often. Get buy-ins and approvals through compelling visual concepts and storytelling.

Measure thoroughly and iterate creatively

Aligning to existing patterns and improve within known constraints. Create incremental improvements through user testings.