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About Bizview Systems

Bizview is one of the leading systems for budgeting, planning, reporting, analytics and dashboard. With adaptable features and powerful workflow management, users at all levels in the organization can participate in the planning and reporting process. Companies of all sizes worldwide use BizView to improve their processes and business results. Our mission is to deliver planning and reporting, the way you want it. Faster.

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How to create more user-friendly planning and reporting forms

The design of budgeting, planning and reporting forms is more important than one might think. Users in an organization are more likely to use a solution that is visually appealing and easy to navigate. This shouldn’t be overlooked by solution designers and architects. We have tons of experience in designing beautiful budgeting, reporting and analytics solutions that users love. Therefore, we'd like to share some of our top tips that guarantee a user-friendly solution.

1. Mimic the organization’s visual identity

When sketching up an idea of how you want the solution to look like, the organization’s visual identity is the most important starting point. The colors, fonts, logo and other design elements are all important to include, or at least try to mimic, in your financial planning and analytics solution. In that way, users will recognize the design, and are more likely to adopt the system faster since it will be familiar. If the look and feel of the solution are completely different from the organization’s identity, the adoption and implementation will probably take longer, with the risk of being perceived as a separate entity.

2. Strive for symmetry

Think about how data will be displayed. For example, if a table is one large grid form, it is important that all cells are equally wide and high, and that the same font and size are used with consistency. Titles and names must fit into cells and should never be partly hidden behind another cell because of too large size. Consistency is key!

3. Keep it simple

If you want your solution to be user-friendly – keeping it simple is your number one mantra. Try to reduce the amount of data being displayed, by using smart features such as View Tags and Column Groupings. With BizView it is possible to show and hide certain parts of a large sheet by the simple click of a button. By utilizing these capabilities, a very cluttered and somewhat confusing set of information can turn into a simplistic and structured flow of information – completely governed by end-user interaction!

Column Groupings in BizView

4. Attach instructions for end-users

While a solution might be entirely comprehensible for the designer, it is not guaranteed that it is so for end users. Be sure to include instructions, both written and visual material. Also, keep a small training session during launch and go through the basics (or record a video and distribute to users).

BizView is flexible enough for organizations to create solutions that perfectly reflect their organizational identity. With a broad graphical and functional toolkit, BizView opens up for creative freedom to create a solution that organizations will love and use.

Are you or your customers interested in better planning, reporting and analytics? Please contact us for more information.