Analytics Studio Sitemap

I was tasked with aiding in the QA of Givelify Analytics Studio by creating a comprehensive sitemap to map screens, modals, tabs, and active states.

*Active State: A screen that is hidden by default, but is revealed upon activating it via a button, selection, or form.

Challenge

Givelify Analytics Studio was our newly revamped Donee* Analytics Dashboard containing finances, extensions, users, permissions, and the signup flow. The main issue I was assigned to fix was that the hierarchy, user pathways, and total amount of screens were not known.

*Donee: A partner using the Givelify platform to receive donations and gifts.

Questions

How many total screens do we have? (including modals, tabs, and active states)
How many clicks does take it take to reach every screen?
What type of item is each screen? (page, modal, tab, or active state)
What screen is shown on every page?
Which screens flow into one another?

Process

Systematically recording each pathway (and its hierarchy relative to the root page) between every page. This laid the framework to create the sitemap. In this process, I also did QA, and reported issues.
Noting the type of screen (page, modal, tab, or active state). Diversifying the type of screen (how to see said screen) was important as one of the primary concerns surrounding the project was that certain screens were not recorded, and thus not given the proper attention.
Gathering screen captures. This step gathered all screens found in the Analytics Studio.
Consolidating each facet into two maps. The consolidation of all components of Analytics Studio was the most time-consuming portion. I created two maps, one for its own respective purpose. The first was created to focus on the big picture, and screen captures were not included in this version for improved loading time, ease-of-access, and file size. The other version was detail-oriented, featuring high-resolution screen captures.

Solution

With feedback from the UX/UI team at Givelify, I created two versions of the sitemap for Analytics Studio (Q2, 2021) that covered all possible user pathways, and screens.