CASE STUDY · ENTERPRISE WORK
Practice Intelligence Dashboard
Data-Rich Dashboard for Expert Decision-Making
Designing a centralized dashboard that helped expert users monitor performance, identify trends, drill into supporting details, compare periods, and act on business signals.
ROLE
Principal UX Designer / Design Lead
USERS
Financial Advisors, support staff, branch managers, complex managers, regional leaders, and leadership teams
PLATFORM
Enterprise web / desktop dashboard
FOCUS
Dashboard IA, performance monitoring, drill-down analysis, data hierarchy, expert-user workflows
TOOLS
Figma, wireframes, visual designs, prototypes, stakeholder reviews, existing design system
STATUS
Redesigned / broadly used by advisors and support teams
CONFIDENTIALITY NOTE
Some enterprise work is recreated, abstracted, or generalized to protect confidential information. Case studies focus on the design challenge, workflow complexity, decision-making, and product outcomes rather than proprietary implementation details.
Situation
Business context
Expert users — from individual advisors to regional leaders — all needed a centralized way to monitor practice health, track revenue, compensation, assets, and households without switching between disconnected tools.
User context
Advisors and support teams needed faster access to performance insights, better visibility into practice health, money movement, alerts, client engagement, rankings, and opportunity tracking — all in a single expert-user surface.
System context
Performance data, money movement, alerts, and client engagement signals were scattered across legacy systems with no unified dashboard for drill-downs, filtering, exporting, or period comparison.
Design Challenge
Design a centralized dashboard that consolidates revenue, compensation, AUM, households, money movement, alerts, client engagement, rankings, and opportunity tracking into a single enterprise surface — supporting drill-downs, filtering, exporting, and period comparison across multiple user roles.
Fragmented practice data
Advisors and support staff had to navigate multiple disconnected tools to view revenue, AUM, money movement, and client engagement — with no way to see a unified picture of practice health.
Limited visibility for leadership
Branch managers, complex managers, and regional leaders lacked a single surface to monitor performance across their teams, identify trends, and track business goals.
No drill-down or comparison capabilities
Existing tools offered only static views — there was no support for drill-down analysis, period comparison, filtering by practice segments, or exporting data for downstream use.
My Role
What I led
End-to-end design from information architecture and workflow mapping through wireframes, visual designs, prototypes, and stakeholder reviews — working within the existing design system.
What I designed
The centralized dashboard experience including practice health overview, revenue and compensation views, AUM and households monitoring, money movement tracking, alerts and opportunities, drill-down analysis, period comparison, and filter/export patterns.
Who I partnered with
Financial Advisors, support staff, branch managers, complex managers, regional leaders, leadership teams, product managers, and engineering.
Making the Workflow Visible
Mapped the daily workflows of expert users across the practice hierarchy to identify the critical moments where performance data, money movement signals, and business insights drive real decisions — and where fragmented tooling created the most friction.
WORKFLOW RECREATED FOR PUBLIC PORTFOLIO
The flow is generalized to show design approach and decision-making without exposing internal systems or data. Detailed workflow maps can be discussed during interviews, subject to confidentiality constraints.
Exploring the Experience
Dashboard IA
Mapped the information hierarchy across revenue, AUM, households, money movement, alerts, and opportunity tracking.
Practice health overview
Explored layouts for surfacing high-level KPIs and practice health signals at a glance.
Revenue & compensation
Tested visual treatments for revenue tracking, compensation breakdowns, and period comparison views.
AUM & households
Designed views for monitoring assets under management, household counts, and growth trends.
Drill-down analysis
Prototyped progressive drill-down patterns from practice-level summaries into detailed breakdowns.
Filter & export patterns
Explored filtering, segmenting, and exporting workflows for advisors and leadership teams.
The Solution
A centralized dashboard that gives expert users a unified view of practice health — with revenue, compensation, AUM, households, money movement, alerts, rankings, and opportunity tracking — all supporting drill-downs, filtering, exporting, and period comparison.
ABSTRACTED DASHBOARD STRUCTURE
Public view shows layout and information architecture only. Real dashboards, data, and workflows are withheld for confidentiality. Detailed walkthrough available during interviews, subject to confidentiality constraints.
Practice health overview
At-a-glance summary of key practice metrics, performance status, and health indicators for advisors and support teams.
Revenue & compensation
Detailed views of revenue tracking, compensation breakdowns, and period-over-period comparison.
AUM & households
Monitoring of assets under management, household counts, growth trends, and segment breakdowns.
Money movement
Tracking of money movement activity including inflows, outflows, and net movement patterns.
Alerts & opportunities
Prioritized alerts, client engagement signals, opportunity tracking, and rankings visibility.
Drill-down & export
Progressive drill-down from summary views into detailed analysis, with filtering and data export capabilities.
Key Design Decisions
Multi-role dashboard architecture
Progressive drill-down model
Period comparison and filtering
Integrated alerts and opportunity tracking
Impact
USER IMPACT
Expert users gained faster access to practice health insights, replacing fragmented workflows with a single, unified dashboard.
BUSINESS IMPACT
Better visibility into revenue, AUM, money movement, and opportunity tracking — enabling more informed decisions across the practice hierarchy.
OPERATIONAL IMPACT
Consolidated multiple legacy views into one dashboard, reducing the number of tools advisors and managers need to monitor daily.
PRODUCT IMPACT
Established the dashboard design pattern, drill-down model, and data hierarchy approach used across subsequent expert-user tools.
Reflection
What I learned
Designing for multiple expert-user roles requires building a flexible information architecture that scales vertically through the org without losing clarity at any level.
What I would improve
I would invest more upfront in understanding how each role actually uses performance data day-to-day, rather than assuming shared needs across the advisor and leadership hierarchy.
How this shaped my approach
This project reinforced that enterprise dashboard design is fundamentally an information hierarchy problem — the visual layer only works when the data architecture beneath it reflects real user decision patterns.