ReloPortal Redesign
Phase 1: Scope and Research
ReloPortal Redesign
Phase 1: Scope and Research
ReloPortal Redesign
Phase 1: Scope and Research
Fiserv | Fintech Analytics & Decision Systems
Designed an enterprise analytics platform that transformed fragmented financial data into structured operational decisions.
Senior Product Designer | Fintech Analytics & Operational Systems
Platforms: Web, POS, Enterprise Analytics
Overview
Financial operations teams were navigating fragmented reporting systems, disconnected operational data, and complex analytics workflows that limited visibility and slowed decision-making. The platform unified operational signals into structured analytics workflows supporting faster, more informed enterprise decisions.
Role & Leadership
Led product design for an enterprise analytics platform used by financial operations teams to monitor performance, identify trends,
and make operational decisions with confidence. Partnered with Product, Engineering, Data Science, and business stakeholders to define dashboard architecture, interaction models, and visualization patterns that translated complex financial data into clear operational workflows.
The Challenge
Financial teams needed a clearer way to interpret performance data across multiple operational contexts.
Existing reporting tools surfaced data but did not provide sufficient clarity for informed decision-making.
The opportunity was to create decision-support workflows that enabled teams to interpret performance signals with greater confidence.
Design Approach
The solution centered on a unified decision layer that translated fragmented financial signals into actionable operational workflows.
Rather than exposing raw reporting, the experience helped users understand trends, identify issues, and move confidently from analysis to action.
Supporting Design Evidence
These artefacts helped align teams around shared interpretations of financial performance signals.
Discovery Insights
Problem framing workshop used to align business goals, user needs, and operational priorities.
Early discovery identified recurring themes across user needs, reporting gaps, and operational constraints.
These findings shaped a dashboard architecture with stronger hierarchy, clearer signaling, and more consistent decision pathways.
Decision Framing
Financial teams were making decisions across siloed systems with no unified view of performance signals, alignment required making the invisible visible.
Stakeholder Map visualizing influence and collaboration needs
A stakeholder decision model established what information different teams needed to see first, reducing competing priorities and preventing dashboard overload. The resulting framework kept every screen focused on operational clarity instead of reporting volume.
Information Flow Validation
Feature Prioritization Matrix to balance user value and delivery effort
Mapping information flow exposed where users lost context between dashboards and operational tasks. These findings guided layout decisions, navigation patterns, and interaction models that reduced cognitive switching and improved decision speed.
Design & Roadmap
A phased roadmap was used to sequence foundational layout and pattern work first,
followed by refinements to tables, filters, and supporting controls. This approach allowed the team to deliver value incrementally
while keeping the system coherent and reusable across multiple dashboard use cases.
A phased roadmap supported incremental delivery of insight capabilities.
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.
Validation and Iteration
Design iterations were informed through ongoing validation with internal stakeholders.
Impact & Outcomes
The platform gave financial operations teams a shared view of performance, reduced reporting noise,
and improved confidence in operational decision making. Adoption increased across multiple teams
as dashboards became the primary interface for monitoring business performance.
Measured results of dashboard redesign: usage, productivity, and confidence
Within three months, dashboard usage increased by 55%, alert noise was reduced by 40%,
and user confidence in decision-making improved by 30 points. The system was adopted across five teams
and became the foundation for future analytics tooling.
Closing/Summary
The platform transformed fragmented financial reporting into a unified operational decision system,
creating greater visibility, consistency, and confidence across enterprise analytics teams.