Korn Ferry Pay · 2018 · D3 Interactive Reports

Interactive
Reports.

Project D3 Interactive Reports — Pay & Markets Module
Timeline September – December 2018
My Role UX Lead · Manager · Contributor
Scale 12 Reports · 10,000+ Subscribers · 112 Countries
Tech D3.js · Tabular Database Architecture
Korn Ferry Pay — My Markets Spain interactive report
12 static reports.
One interactive system.
Overview

Translate 12 static organizational health reports into interactive interfaces within the enterprise product suite — on an aggressive timeline.

The Pay & Markets module is part of a larger enterprise suite with over 10,000 subscribers — the most-used module in the product. It delivers compensation and reward data for over 112 countries, with users purchasing the country data relevant to their organization.

Each country page offers 15 reports specific to the organization and market data. Typically, users were downloading a static PDF report with 60+ pages of content. The ask: define what an "interactive report" means in the product suite, and build it.

The existing Power BI reports were dated, unintuitive, and slow. Data was migrating to a Tabular Database, and visualizations would be rebuilt on the D3 framework — a first for the product.

What does an interactive report even mean in this product? That was the first question we had to answer.
The defining design challenge
Project overview slide

What made
this hard.

01
Aggressive timeline with heavy deliverables 12 complex report epics, each requiring requirements gathering, wireframing, hi-fidelity prototyping, business review, and development handoff — all within a single quarter.
02
Varied data formats and functionality Each report had different data structures, chart types, filter requirements, and user interaction patterns. No two reports were the same — but they needed to feel like one coherent system.
03
Complex, high-stakes compensation data Compensation analysts and HR directors rely on this data for strategic decisions. Clarity, accuracy, and appropriate data modeling controls were non-negotiable.
04
First voyage into D3.js This was a maiden voyage into D3 visualizations for the product. Understanding the library's capabilities, limitations, and how existing BI charts would translate required dedicated research upfront.
05
Scale at 10,000+ employee organizations Charting individual incumbent data for organizations with 10,000+ employees created severe performance issues. Design and data architecture had to solve this together.
Heuristic review of existing reports Heuristic Review — 10 identified issues
Pay and Markets module overview Pay & Markets — Current State
12 Reports to redesign
5 Unique templates defined
16days Delivery cadence per report
UX Lead

Design & Strategy

  • Heuristic evaluation of current reports
  • Working sessions with business & design to define each report
  • Re-architecture of report navigation — dropdowns to mega menu
  • Wireframe base templates for all 5 report types
  • Define filter and data modeling patterns per report
Manager

Project Oversight

  • Gather requirements from product owners, PMs, and SMEs
  • Determine iterative approach to achieve MVP
  • Allocate appropriate resources across the team
  • Set internal reviews, touchpoints, and presentations
  • Define project delivery and check-in schedule
Contributor

Execution

  • Understand scope of each of the 12 reports
  • Establish testing plan alongside hi-fi prototype delivery
  • Facilitate working sessions bridging business and development
  • Plan for next phases beyond MVP
1

Research

This was the first voyage into interactive reports for the product. Before designing anything, it was essential to understand D3's capabilities and limitations, and what users actually do with compensation data. Kicked off with a competitive analysis around reporting.

Research phase — D3 and interactive reports
2

Heuristic Review

Deep-dived into each of the 12 existing reports to understand the data, the functionality, and the current interaction patterns. Identified 10 distinct usability issues — from unintuitive navigation and unclear visualizations to split filter contexts that reduced usable screen real estate.

Heuristic review annotated
3

Personas & Permissions

Worked with the Pay and Compensation team to define 4 key user roles within the product — from the Compensation Analyst to the HR Director. Each role carried different data needs, permission levels, and interaction expectations. Personas then fueled the recruiting pipeline for prototype testing.

User personas and permissions
4

Requirements Gathering

We replaced the traditional "gather requirements, disappear, present the big vision" model with a continuous collaboration cadence — 30 minutes twice weekly with the Product Owner to bounce ideas, review progress, and stay aligned. The result: delivery reduced to 2 weeks and 2 days per report, all 12 delivered on time.

Requirements gathering process
5

Architect the System

Recommended a templatized approach — condensing 12 unique reports into 5 shared structural formats. Tracked which reports shared functionality, data types, and interaction patterns during requirements gathering. Restructured navigation from dropdown-first to a mega menu that gave users a complete overview of all available reports.

System architecture — page templates
6

Design Strategy

Each template offered a data visualization view, a data table view, legend, and export. Set a weekly cadence for touchpoints and handoffs — as UX completed a template, design reviewed it with the business. The following week UX gathered requirements for the next report while design executed assets.

Design strategy — report wireframe
Architect the System — Navigation
Navigation redesign — original vs recommended

From dropdown-first to a mega menu overview — users could finally see all reports at once

From 2 dropdowns to a system users could actually navigate.

The original navigation assumed the user already understood the report structure and could navigate to sub-sections blindly. The redesign offered a summary of all available reports, allowed direct access to both Overview and Drilldown views, and introduced an upsell opportunity for users without full subscriptions — all from a single entry point.

Architect the System — Filters
Filter architecture redesign

Unified filter panel — market and org filters toggled from one access point, freeing the stage

Key
Recommendations.

Six strategic moves to transform static PDF downloads into an intuitive, interactive data platform — grounded in user behavior and technical reality.

01

Redesign Report Access

The dual-dropdown navigation forced users to view the first report by default, requiring prior knowledge of report sections to navigate anywhere else. Replace with a mega menu overview that surfaces all available reports at once — giving users control over where they start, not the system.

02

Templatize the Reports

Of the 12 reports, many share structural and functional characteristics. Rather than designing 12 unique interfaces, condense to 5 shared templates. This creates consistency across the experience, reduces development overhead, and gives UX an efficient, scalable starting point for each report.

03

Translate to D3

Focus initial MVP efforts on UX improvements rather than sweeping visual redesigns. Translate the existing charts faithfully into D3, while resolving the known pain points — load time, unclear legends, inconsistent axes, and filter placement. Earn trust with the data first.

04

Integrate Data into Visualization

Remove the reliance on external tools and separate data tables to drill deeper. Instead, integrate table data directly into the visualization — hover states, click-through drill-downs, and contextual tooltips that bring the numbers to life within the chart itself.

05

Hi-Fidelity Prototypes First

Dedicated effort to hi-fidelity interactive prototypes — not just as a design deliverable, but as a testing tool. Prototypes enabled real user testing with recruited compensation professionals, and gave the development team a precise functional reference before a single line of production code was written.

06

Solve for Scale

For organizations with 10,000+ employees, plotting individual incumbent data points caused severe performance lag. Working with business and design, we proposed a threshold zone — if a data point fell within the expected range, no marker was plotted. This focused the visualization on outlier data, which was the report's purpose all along.

Competitiveness Overview — final design Competitiveness Overview — Final Design
Internal Equity Drilldown — threshold solution Internal Equity Drilldown — Threshold Solution
Design Challenge — The Threshold Solution

Some data cannot be visualized without sacrifice.

The Internal Equity Drilldown needed to plot each individual employee and their associated compensation data. For large organizations — 10,000+ employees — even a simple dot per person caused the report to lag severely.

We solutioned quickly: propose a "threshold zone." Incumbents within the expected pay range wouldn't receive an individual marker. The chart would instead render only the outliers — exactly the data the user actually needed to act on. Performance fixed. Signal-to-noise dramatically improved.

Threshold solution wireframe

Drilldown wireframe — scatterplot with threshold zone; only outliers plottedKey design decision

Nina Petri — Compensation Analyst persona

Nina Petri, Compensation Analyst — "I just want a system that gives me concrete data I can feel confident about."⚑ Contains stock photography — replace with original imagery

What the
process taught us.

A process is only as good as its results

This was the first time we changed our working process to accommodate the circumstances — replacing the traditional "gather, disappear, present" model with continuous 2x weekly collaboration. The change worked so well it became the new standard for the Pay team going forward.

Stay lockstep with development

Frequent reviews, touchpoints, and groomings ensured the development team fully understood the complexity of each report — the data flow, the desired functionality, and the interaction nuances. Without this, the gap between UX intent and shipped product grows fast.

Be honest about the timeline

Estimating 12 complex epics is genuinely difficult. Communicate early and often when timing will shift, so everyone's expectations stay calibrated. Surprises erode trust; transparency builds it.

The better we understand the content, the better we design

Compensation data is complex and domain-specific. The time invested upfront — sitting with SMEs, reviewing exports, understanding data origins — paid dividends in every design decision that followed. Come equipped with the right questions.