Executive Dashboard
Dark Mode
I served as the Principal Product Designer for an Enterprise FinTech SaaS platform used by Fortune 500 financial institutions to manage recoveries, collections workflows, vendor performance, and compliance operations.
This case study focuses on designing a zero-to-one dashboard system that evolved into a scalable analytics framework supporting executives, operations teams, and compliance roles.
Process: SME workshops, user interviews, prototyping, usability testing, and collaboration with Product, Engineering, Data, and Client Services.
Note: All visual examples are conceptual abstractions for confidentiality.
Challenge
The platform had no dashboards at all.
Clients relied on ad-hoc reports, manual analysis, and spreadsheets to understand:
Clients relied on ad-hoc reports, manual analysis, and spreadsheets to understand:
• operational performance
• vendor effectiveness
• compliance risk
• data gaps and exceptions
This slowed decision-making, increased support load, and limited the platform’s competitiveness in RFPs where visual analytics were required.
The challenge: design a scalable, multi-persona dashboard system from scratch that could grow into multiple product areas.
Renewals Dashboard
Solution
I created a modular dashboard framework that began with Executive and Performance dashboards and later expanded into Compliance, Data Health, Invoicing, Renewals, and Legal Management.
• Key design solutions
• Built a flexible layout system supporting different widget types and densities
• Introduced global filtering (date ranges, business units, roles) applied across widgets
• Enabled email subscriptions and scheduled refreshes for recurring insights
• Designed customizable layouts so users could prioritize the metrics that mattered most
• Established semantic color rules in the design system for consistent visual hierarchy
• Created empty states, loading states, and no-data fallbacks
• Delivered responsive designs for supervisors and mobile contexts
• Partnered with data SMEs to define metric definitions, thresholds, and exception logic
Color Usage
Examples
AI-assisted color theory
Rotational Color Harmony
Outcome
The dashboard system quickly became a core part of the product experience:
• Improved visibility for executives, supervisors, and compliance teams
• Reduced manual analysis, accelerating decision-making
• Stronger RFP performance, contributing to competitive wins
• Reusable dashboard components that sped up development for future analytics features
• Consistent data interpretation through clear definitions and metric hierarchy
• Higher user adoption due to customizable layouts and automated email digests
What began as a single sales-driven request evolved into a scalable analytics platform supporting multiple product lines and personas.
Compliance Dashboard