SENSING · ENTERPRISE ANALYTICS

Business Performance Dashboards

& AI Insight Workflows

Business Performance Dashboards

& AI Insight Workflows

Designed leadership dashboards and AI workflows that moved recurring business questions from manual requests and reporting into cohesive product experiences.

700+

PowerPoint slides eliminated

3-4 days → direct access

Leadership data access

70% less effort

Finding and assembling business information

ROLE

UX Designer

duration

8 months

Mar ‘25 - Nov 25

AUDIENCE

CEO Staff · EVPs

SVPs · VPs

Team

2 Designers · Engineers Business team

Domains

Brand · Finance · Pipeline · Supply · People · Earnings Business Development · AI Insight Engine

Supply Operations

Supply brings safety, quality, compliance, operational performance, and financial measures into one recurring leadership view, with deeper analysis available when a metric needs investigation.

view full supply page

Before

The original view reported Carbon, Water, and Waste as standalone totals, without showing performance against program goals.

Summary view

The redesign anchors each measure to its program goal and compares actual performance directly against target, making exceptions visible in the summary.

Expanded view

The detailed view carries the same measures into historical trends and supporting insights, adding depth without loading it into the dashboard by default.

AI Insight Engine

Shifted insight creation from a developer-led feedback loop to a guided business workflow. Users can define the requirement, configure the evidence, refine the output, and approve the result directly in the product. 4–5 expert users | ~900 signals

per insight turnaround time went from 1 week to ~5 minutes

Initial concept

For a small expert user group managing roughly 900 signals, chat added interaction and build complexity without improving control. Configuration needed to be visible, repeatable, and easy to validate.

01 Define Insight

Structure the business intent.

Domain, metric, supporting measures, conditions, and source data are brought together so the requirement is explicit from the start.

02 Facts Pack

Make the evidence configurable.

Users choose the evidence that should qualify the insight, including trend, rate of change, target performance, seasonality, and outliers.

03 Refine Insight

Keep refinement and validation together.

Template, generated output, supporting facts, and source data stay visible together so changes can be reviewed immediately.

04 Review

Create a clear approval point.

The complete configuration and generated result are brought together so the final output can be checked before approval.

Pipeline

Pipeline brings upcoming portfolio events, priority programs, milestones, enrollment, and valuation detail into one recurring leadership view.

Before

Event counts, status, and carousel position were easy to miss, so users had to scan each column before understanding what needed attention.

After

Reworked the hierarchy around faster scanning by surfacing event counts, bringing status closer to each event, and making carousel position and navigation explicit.

Before

Program information was difficult to scan, while study-level detail made the expanded experience long and dense.

After

Reorganized the summary around the next launch, next milestone, and critical-path enrollment. The detailed view then groups study, launch, and valuation information when deeper review is needed.

Tested with 3 users, we refined the information hierarchy and structure to better match how they scanned the data, reducing scan time by 20–30%.

Finance

Finance brings product sales, net sales, capital expenditure, and key financial measures into one recurring leadership view.

view full finance page

Summary view

Prioritized the portfolio-level read around forecast, actuals, and variance drivers while keeping project detail out of the primary dashboard.

Expanded view

Expanded the same comparison into project-level detail by investment area, preserving context from summary to investigation.

Other Pages We Designed

Company Financials

Market and peer comparison

Brand

Sales performance and execution

Earnings

Reported performance and guidance

People

Workforce, talent, and retention

Impact

Shifted leadership reporting from request-and-wait to direct access.

Turned AI insight creation into a business-owned workflow.

Designed various editing and curation flows for maintaining and refining content.

Recognition

Received 12 Bravo awards and strong recognition across teams and leadership.

Reflection

Working across Sensing sharpened how I think about connected product systems and how executives think. If starting again, I would map cross-domain dependencies earlier so decisions made in one area could inform the broader product model from the start.

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