Project Insight Analytical Dashboards

This case study highlights the work done on an enterprise-grade analytics dashboard designed for over 100 investors, aimed at reducing data retrieval time by 30% and improving portfolio insights.
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Despite receiving positive feedback from users, the project did not launch due to company restructuring following an acquisition.

📌 Introduction

Enterprise Challenge: Investors needed scalable, high-performance dashboards with real-time insights and risk visualization to support smarter financial decisions.
  • Objective: Build a responsive analytics dashboard integrating data visualization, portfolio tracking, and predictive analytics for improved decision-making.
  • Scope: Interactive Dashboards, Real-Time Portfolio Monitoring, Disaster Risk Mapping (FEMA integration), Accessibility & Cross-Device Support
  • Key Focus Areas: Timely Data Access, Risk Assessment & Visualization, Live Portfolio Insights, UX/UI Accessibility, Team Collaboration

❌ The Challenge

  • Slow Data Access: Delayed insights impacted investor decision-making.
  • No Real-Time Risk View: Inability to assess natural disaster impacts on portfolios.
  • Poor Performance Tracking: Manual processes slowed down strategy adjustments.

Strategic Approach

Design Process

Research & User Interviews
Led user interviews and assumption mapping to uncover investor pain points and data needs. Engaged stakeholders through collaborative brainstorming sessions to align on goals and prioritize features that addressed real user challenges.
User Personas & Stories
User personas, storyboards, and user journeys were created to ensure the dashboard met key investor needs, such as quick data access and real-time risk assessment.

Pre-Launch Testing & Refinement
User testing and feedback helped refine the design, optimizing the dashboard for real-world use and demonstrating its potential.
Ensured Accessibility & Documentation

Implemented WCAG standards and used design tokens to ensure consistent & accessible color, spacing, and typography across products—streamlining updates and maintaining compliance at scale.

Key Features

Advanced Data Visualization & Dashboards
Streamlined, data-rich dashboards offering quick, actionable insights to improve decision-making processes for investors.
FEMA Disaster Map for Risk Insights
Real-time FEMA disaster data integration to give investors the ability to assess and reduce natural disaster risks immediately.
Real-Time Enhanced Portfolio Monitoring
Live portfolio tracking functionality for investors to continuously monitor trends, adjust strategies, and make timely decisions for optimized returns.

Why This Matters

Investor Feedback & Project Potential

The project was unfortunately halted due to the company’s acquisition, but investor feedback was overwhelmingly positive.

Many expressed that the dashboard met their needs, asking, "How can I access this?" and "When is this coming out?"

This feedback affirmed the dashboard’s value and strong demand, showcasing its potential impact and effectiveness, even though it wasn't launched.

📌 Final Thoughts

Proactive Design for Data-Driven Decisions: A well-designed dashboard drives faster, smarter financial decisions by providing real-time insights and reducing analysis time.
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Collaboration is Essential: Cross-functional teams are crucial to ensure that the design meets both the technical and business needs of stakeholders.
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Accessibility & Usability: Prioritizing inclusive design ensures that insights are accessible and usable by all stakeholders, enhancing engagement and satisfaction.
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Scalable Solutions: A scalable and flexible design framework allows for continued growth without sacrificing user experience or performance.

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