I first conducted interviews with the many stakeholders involved in this project. I interviewed the CEO, Sales Team, Support Team and some of the Developers who initially worked on the feature.
From them I learned the importance of each of the metrics listed in the old interface, the initial problems that users dealt with and needed support on the most, and that this interface would be a strong selling point for the sales team if done correctly.
I then decided to learn from the users of this feature and went about some testing.
I used a service called SessionCam to do remote screen recordings and documented about 400 unique sessions of users using the entire Everlytic application.
This immediately opened my eyes to the stumbling blocks users faced, one of which was that users struggled to find not only the correct metrics they were looking for, but also more detailed reporting on specific things, like user activity, or link performance.
After that I performed a Heuristic Review based on universally recognized heuristics and focused on Functionality, Starting Points, Navigation, Search, Control, Feedback, Forms, Error States, Content, Performance & Help.
This showed me the overall lack of usability in the product and where easy gains could be made by making slight improvements.