ReloPortal Redesign
Phase 1: Scope and Research
ReloPortal Redesign
Phase 1: Scope and Research
ReloPortal Redesign
Phase 1: Scope and Research
Redesigning the DataCompass Dashboard
Company: F****| Role: UX Design Manager | Industry: Fintech (B2B/B2C) | Tools: Figma, Miro |
Platforms: Web, POS
Project Overview
The DataCompass dashboard was designed to surface key financial data and risk alerts for analysts and operations teams.
Over time, the experience had become cluttered, poorly prioritized, and underutilized. Analysts spent excessive time dismissing irrelevant alerts, eroding trust in the tool and limiting its value for real-time decision-making.
The mandate was clear: redesign the dashboard to deliver clarity, relevance, and confidence,
while establishing a long-term UX strategy aligned with the company’s broader data vision.
My Role
As UX Design Manager, I led both the strategic vision and hands-on execution of this redesign. My role involved guiding a junior UX designer while collaborating with cross-functional partners in data science, risk, and analytics. I worked directly in Figma to prototype new dashboard flows, but equally important, I defined the design principles and strategic frameworks that ensured our work aligned with business objectives.
This dual role—balancing tactical design with leadership—was critical in shaping both immediate outcomes
and the long-term trajectory of the product.
Strategic Approach
I facilitated a Problem Framing exercise to clarify challenges and align stakeholders early, preventing misalignment later.
I built a Stakeholder Map to visualize influence, decision-making power, and collaboration needs, anticipating blind spots and ensuring proactive alignment. Using a Feature Prioritization Matrix, we balanced user needs with business objectives, creating a defensible roadmap
and positioning design as a driver of product strategy.
Problem Framing Exercise to clarify challenges and align stakeholders
This exercise ensured the team was solving the right problems rather than reacting to symptoms,
establishing early alignment across stakeholders and preventing miscommunication later in the process.
From there, I built a Stakeholder Map that visualized influence, decision-making power, and collaboration needs across the organization.
This artifact not only clarified who mattered and why, but also allowed me to anticipate blind spots
and proactively orchestrate alignment across competing priorities. With the strategic groundwork in place, I guided the team through a Feature Prioritization Matrix exercise. This step was essential for reconciling the tension between user needs and business objectives.
By balancing value with delivery effort, we created a roadmap that was not only defensible but also provided the product team with a clear rationale for sequencing features. This was a pivotal moment, as it reframed design from being seen as an executional activity
to being recognized as a driver of product strategy.
Visualizing influence and collaboration helped prevent blind spots and guided alignment.
Stakeholder Map visualizing influence and collaboration needs
The map identified key stakeholders and their decision-making power, allowing proactive alignment across competing priorities and anticipating potential blind spots.
Feature Prioritization Matrix to balance user value and delivery effort
This artifact helped prioritize features strategically, creating a defensible roadmap and reframing design
as a driver of product strategy rather than just execution.
Design & Roadmap
The design phase began with a re-architecture of the dashboard to support role-based modularity. Instead of a one-size-fits-all interface,
we created configurable dashboards for analysts, operations, risk managers, and executives. This modularity provided flexibility
while reinforcing clarity in the information hierarchy.
A critical strategic shift was the introduction of smart alert filtering and customizable widgets. Research revealed analysts were spending nearly 40% of their time dismissing irrelevant alerts. Addressing this reduced noise and redirected attention toward meaningful signals. Design principles ensured alert transparency and data clarity.
An agile rollout roadmap enabled phased deployment, aligning UX strategy with business objectives
and allowing measurable impact at each stage.
Agile rollout roadmap for phased deployment and measurable impact.
The roadmap guided a phased release, aligning UX improvements with business goals and enabling measurable impact at each stage.
It also reinforced stakeholder confidence and ensured design scalability.
Iteration & Testing
To validate our hypotheses, we prototyped flows for setting alert preferences and resolving flags, then tested them directly with financial analysts. The feedback cycles informed refinements to the information architecture and revealed opportunities to polish micro-interactions and defaults. Rather than treating testing as a one-off activity, I used it to build a continuous improvement roadmap, ensuring that UX enhancements would remain aligned with evolving reporting needs and data strategies.
Outcomes
The results demonstrated the impact of coupling design execution with strategic leadership. Within three months of launch, dashboard usage increased by 55%, indicating higher engagement across teams. The introduction of smart filtering reduced irrelevant alerts by 40%, directly reclaiming analyst productivity. User confidence in insights increased by 30 points, a clear indicator of improved trust. Most importantly, adoption extended across five distinct teams—from analysts to executives—validating the scalability of the solution.
Impact
This project underscored the role of UX as both a strategic and operational driver in a complex fintech environment.
By framing the problem correctly, orchestrating alignment across stakeholders, and tying design decisions to business outcomes, the dashboard transformed from a cluttered tool into a trusted decision-making platform. Beyond immediate metrics, the redesign established
a scalable foundation for data visualization and alerting, supporting the company’s broader data strategy long-term..
Measured results of dashboard redesign: usage, productivity, and confidence
Within three months, dashboard usage increased 55%, irrelevant alerts decreased by 40%, and user confidence in insights rose by 30 points. Adoption extended across five teams, validating the scalability and effectiveness of the solution.
Closing/Summary
The redesign strengthens usability while elevating the visual brand. Across all screens, responsive and adaptive design ensures a consistent, intuitive experience on desktop and tablet. Dark mode considerations maintain readability, touch-friendly interactions,
and clear visual hierarchy, delivering a seamless and professional UI experience.