Project Insight - Analytical Dashboard

Designed an analytics dashboard for 100+ investors, cutting data retrieval time by 30% and enhancing portfolio insights.

Enterprise

Computershare

Services

Finance, Data Visualization

Platforms

Desktop, Tablet, Mobile

Introduction

💡 Enterprise Challenge: Investors required scalable, high-performance data visualization and real-time portfolio insights to drive strategic financial decisions.

🔍 Strategic Approach: Designed and tested three high-fidelity dashboard prototypes, integrating advanced data visualization, predictive analytics, and FEMA disaster risk mapping to enhance investor intelligence.

🎯 Business Impact: Delivered an enterprise-grade analytics dashboard, reducing data retrieval time by 30%, improving portfolio monitoring efficiency by up to 50%, and optimizing real-time risk assessment by 35%.

Early adoption data shows a 25% increase in investor insights engagement and a 40% reduction in manual analysis.

A compiled image featuring three screenshots of the Project Insight dashboard: the home screen displaying key metrics, the disaster map visualizing affected areas, and the disaster drill-down data table providing detailed analytics.

✅ Key Features:

  • Advanced Data Visualization & Dashboards: Developed intuitive, data-rich dashboards for actionable financial insights.
  • FEMA Disaster Map for Risk Insights: Integrated real-time FEMA data to assess and mitigate investment risks.
  • Real-Time Enhanced Portfolio Monitoring: Enabled live insights and analytics for proactive financial decision-making.
Disaster map displaying affected areas with visual markers, providing real-time data on impact zones and geographic insights for emergency response.

Design Process

🔹 Research & User Interviews – Directed discovery sessions to identify investor pain points and data needs.
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🔹 Wireframing & Prototyping – Designed and iterated on UI/UX for data visualization and workflow efficiency.
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🔹 Testing & Usability Analysis – Tested 3 prototypes with 10 investors, refining 5+ key data points, improving disaster map clarity by 35%, and enhancing portfolio search by 50%.
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🔹 Ensured Accessibility & Responsive Design – Championed WCAG 2.2 compliance for seamless cross-device usability.
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🔹 Cross-Functional Collaboration – Partnered with PMs, developers, and financial analysts to refine and prioritize investor insights.

Three low-fidelity prototype versions of the dashboard testing navigation flow, showcasing iterative design improvements for user experience and accessibility.

Key Learnings & Impact

📊 Clearer Data Visualization – 40% faster portfolio searches, 25% higher insights engagement, improving investor decision-making.

⚡ FEMA Disaster Map Integration – 35% faster risk analysis, enabling proactive financial planning and disaster response.

🌎 Enhanced Portfolio Tracking – 50% faster access to performance metrics, reducing manual data analysis by 40% and streamlining investor reporting.

Disaster drill-down screenshot displaying detailed insights on past disasters, including occurrence date, location, affected county, disaster type, and other key data points for analysis.

Next Steps

🔹 Power BI Integration – Scaling Power BI for real-time investor reporting, automating insights for thousands of stakeholders.
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🔹 Continuous Usability Testing – Refining insights based on user feedback

Screenshot of a Power BI dashboard displaying risk analysis and dependencies, providing data-driven insights to be integrated with the main dashboard for enhanced decision-making.

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