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 highlights the modernization of the platform’s reporting system, transforming a single-dropdown legacy tool into a searchable, customizable, and automated reporting experience.
Process: User interviews, SME workshops, workflow mapping, interactive prototyping, usability testing, and cross-functional collaboration with PM, Engineering, and QA.
Note: All visual examples are conceptual abstractions for confidentiality.
Challenge
The legacy reporting system was a single dropdown with hundreds of reports and no structure.
Users struggled to:
Users struggled to:
• find the correct report
• customize parameters
• automate recurring workflows
• understand definitions or calculation logic
This created confusion, manual work, and low adoption of advanced features.
Showing empty state for unselected report
Solution
I redesigned the reporting experience around discoverability, customization, and automation:
• Introduced categorized report groups with an “All Reports” fallback for legacy users
• Added search-as-you-type filtering
• Designed custom parameters & saved presets
• Added scheduling, subscriptions, and email notifications
• Created a contextual knowledge base with definitions + calculations
• Balanced stakeholder pressure for client-customized categories with a scalable IA
Outcome
The new reporting system transformed reporting from a manual task into an automated workflow:
• Faster report discovery
• Reduced analyst support load
• Increased adoption of automated schedules and team subscriptions
• Clearer interpretation of data
• Easier onboarding for new users
• Stronger foundation for future enhancements