SaaS Platform 2024

Enterprise Dashboard Redesign

Streamlining complex data workflows for business analysts — transforming a cluttered interface into a focused, efficient workspace.

Facilitation Team Leadership Product Design Data Visualization Information Architecture
Enterprise Dashboard Cover

Client

DataFlow Analytics

Timeline

8 months

Team

3 Designers, 6 Engineers, 2 PMs

Status

Live (Enterprise)

Stage 01

The Challenge

Scene 01 | 02 — Context

A platform growing faster than its design

DataFlow's analytics platform had grown from a simple reporting tool to a comprehensive business intelligence suite over 5 years. But the interface hadn't evolved — it was a patchwork of features added without a cohesive vision.

Enterprise customers were churning. Support tickets were piling up. Users couldn't find what they needed.

Complex dashboard problem

Scene 02 | 02 — My Role

Leading cross-functional redesign

I was brought in to lead a complete UX overhaul while facilitating alignment between product, engineering, and customer success teams. The challenge wasn't just design — it was organizational.

"I spend more time searching for data than analyzing it. The tool that's supposed to save me time is costing me hours every week."


Stage 02

Discovery & Alignment

Scene 01 | 02 — Stakeholder Workshops

Getting everyone on the same page

Before touching any designs, I facilitated a series of workshops with stakeholders across the company. We mapped pain points, aligned on priorities, and established success metrics together.

Scene 02 | 02 — User Research

Shadowing analysts in their natural habitat

We conducted contextual inquiries with 18 analysts across 6 enterprise customers. Watching them work revealed workarounds we never would have discovered through surveys alone.

  • Analysts had created elaborate spreadsheet systems outside the platform
  • Most used only 20% of available features but couldn't find them quickly
  • Navigation patterns varied wildly — there was no "happy path"

Stage 03

Designing the Solution

Scene 01 | 03 — Information Architecture

Restructuring the foundation

We completely reimagined the navigation structure based on user mental models, not internal product organization. Features were grouped by task, not by when they were built.

Navigation redesign

Scene 02 | 03 — Component Redesign

Building blocks that scale

Every component was redesigned with density, scannability, and customization in mind. Analysts could now configure their workspace to match their workflow.

Scene 03 | 03 — Iterative Testing

Validating with real users

We ran 4 rounds of usability testing, each time refining based on feedback. The final design was shaped as much by user input as by our initial vision.


Stage 04

Results & Impact

Scene 01 | 02 — Metrics

Measurable improvements

40%
Faster task completion
3.2→4.6
User satisfaction score
60%
Reduction in support tickets
$2.4M
ARR saved from churn

Scene 02 | 02 — Learnings

What this project taught me

The biggest lesson: design is only 30% of a redesign project. The other 70% is facilitation, alignment, and change management. Getting stakeholders bought in early saved us months of back-and-forth later.

"The new dashboard changed how our team works. We went from dreading data analysis to actually enjoying it. That's not something I ever expected to say."

Next Project

Building a Scalable Design Language

View Case Study