OVERVIEW

The deepest analysis of your Salesforce org, Hubbl Diagnostics provides actionable insights to reduce costs and drive revenue. Hubbl gives you a universal look into the current state and complexity of your Salesforce org with one simple scan. Our mission is uplifting and empowering the entire Salesforce ecosystem through powerful org intelligence.
Hubbl acts like both an MRI and DNA test, scanning for underlying issues such as security vulnerabilities, performance risks, user adoption challenges, and process inefficiencies, creating a strong foundation to operate businesses at their highest potential. Then Hubbl uses AI to automatically implement improvements, or guide teams through the process, with intelligent recommendations, tapping into the collective wisdom of other businesses.

THE CHALLENGE

The Context (The Scenario)

Over years of use, enterprise Salesforce organizations naturally accumulate massive technical debt, redundant configurations, and bloated metadata. This complexity silently drains operational efficiency, turning what should be simple system updates into risky, time-consuming troubleshooting bottlenecks for Salesforce consultants and administrators.

While system diagnostic tools exist, they typically spit out massive, overwhelming spreadsheets of raw technical data. Consultants are left with a mountain of telemetry but no clear understanding of where to start, how to prioritize, or how to prove to stakeholders that their cleanup efforts are actually working.

The Problem Statement (The "Why")

Salesforce consultants and administrators struggle to optimize tech-debt-heavy orgs because existing diagnostic data is too complex to prioritize, and abstract system health scores do not clearly connect to their immediate daily tasks (like migrating to flow, improving security, or reducing tech debt).

Furthermore, users lack a visual feedback loop to prove how their specific remediation efforts impact overall org health over time, making it difficult to demonstrate value to stakeholders.

The Design Challenge (How Might We...)

To guide our design process, we focused on three core How Might We questions:

1. HMW translate overwhelming system metadata into a digestible, relative scoring system that immediately signals priority?

2. HMW seamlessly bridge the gap between a high-level health score and a user’s concrete, daily tasks (e.g., security audits or migration workflows)?

3. HMW design an intuitive historical feedback loop so users can visualize the direct, positive impact of their work on the score?

PROJECT GOALS

The goal is to improve the Health score calculation and visual, so users will have a chance to:

• Use the Hubbl score to drive their decisions

• See the correlation between solving recommendations and improving the Hubbl score and its contributing factors.

• Engage and use Hubbl more often

REQUIREMENTS

• create the Hubbl Score and explain how it works

• provide action plan and link to recommendations

• clear call-to-action on Summary dashboard

RESEARCH & DESIGN INCEPTION

Research & Discovery (The "Why")

Show how you validated the problem rather than just assuming you knew the answer.

User Research: Key insights from user interviews, surveys, or competitive analysis. Avoid pasting generic charts; state what you learned (e.g., "70% of users abandoned the cart because shipping fees were hidden until the final step").

User Personas / Journey Maps: Highly focused summaries of your target audience's pain points and behaviors.

I first compiled different types of charts and data visualizations to get inspiration on how scores are interpreted and presented in other similar contexts. The score is made up of different factors that contribute to the score and since the home dashboard (aka the summary dashboard) is already quite dense with information, data points and charts, it was a challenge to fit an information dense score into one box in the top left hand corner. Simplicity is key here so as not to overwhelm the user with information on a data-heavy dashboard.

Brainstormed ideas from interface inspiration I found online. Then narrowed it down to a few options.