Patrícia Martins.
ENTERPRISE•B2B
Enterprise SaaS Dashboard
Turning a fragmented homepage into a unified workspace for priorities and action.
PROJECT OVERVIEW
The homepage showed links, not what needed attention.
An enterprise management platform where work spans goals, projects, and tasks. Executives tracked KPIs, project managers monitored delivery, and team members checked deadlines — but they all started from the same link-based homepage.
ROLE
Product Designer & UX Researcher
USERS
Executives, project managers & team members
PROCESS
Research, IA, wireframes, prototyping, testing
SOLUTION
AI navigation, quick access, metrics, calendar
RESEARCH
Users didn’t need more information — they needed clearer priorities.
Interviews with enterprise clients, behavioral analytics, and a competitive review all pointed to the same pattern: executives, project managers, and team members had plenty of data, but each had to move between tools to understand what needed attention for their own work.
01
Tracking work meant navigating across multiple tools.
02
Multiple roles used the same homepage, but looked for different signals.
03
Context-switching interrupted focus.
04
Routine status checks required opening each tool separately.
INSIGHT
The homepage needed to answer “what needs my attention now?” before “where do I go?”
That reframed the homepage from a navigation layer into a prioritization layer. Instead of exposing every entry point equally, the redesign focused on helping each role recognize what mattered first and decide where to act next.
PROCESS
Four layouts were tested before the structure worked across roles.
Each feature was mapped against the users it served before layout exploration began. Redundant navigation paths were removed first, then four dashboard concepts were prototyped and reviewed with enterprise users. Feedback shaped iterations around calendar interactions, tab behavior, and the visibility of the assistant.
KEY DECISIONS
The homepage stopped being a directory and started guiding action.
01
Navigation became a question users could type, not a menu they had to search.
The AI assistant was positioned as a primary entry point for navigation. Instead of relying only on menu exploration, users could ask for what they needed directly and reach the relevant area faster.
02
Metrics that lived in separate tools were brought into one row.
The statistics section consolidated KPIs across projects and targets into a single overview. Users could scan overall status from the homepage instead of checking multiple tools one by one.
03
Organizational priorities and personal priorities shared the same space.
Admins could highlight what the organization needed visibility on, while users could pin and rearrange the items most relevant to their own workflow. This kept the section useful at both company and individual level.
04
The calendar brought deadlines from different tools into one view.
Meetings, to-dos, reports, and tasks appeared in the same sidebar calendar, with filters by type and day. This made time-based workload easier to scan without opening separate modules.
05
Tabs were organized by the user’s relationship to the work, not by tool.
“My Items” grouped everything the user owned, edited, or participated in, while the remaining tabs organized content by source. All relevant work was a single click away, reducing the need to remember where each item originally lived.
RESULTS
The homepage moved from scattered navigation to a single, actionable overview.
The new homepage reduces the number of clicks needed to reach critical metrics by pulling fragmented navigation into a single dashboard. It makes important information easier to scan in a data-heavy workflow, creates a clearer entry point for moving between areas of the platform, and establishes a more structured overview that can support future feature growth.
THE TAKEAWAY
Enterprise design is about reducing the cost of thinking.
When users work across connected tools, the interface should help them understand what matters without making them assemble that picture manually. The dashboard redesign focused on making priorities easier to scan, compare, and act on.