Enterprise SaaS Dashboard

From Fragmented Workflows to Strategic Clarity: Unified Dashboard for Enterprise Decision-Making

PROJECT OVERVIEW

Dashboard design for an enterprise management SaaS platform connecting strategy with real-time project management.

CONTEXT

The platform manages complex, multi-layered work landscapes with interconnected goals. Users range from executives monitoring KPIs to managers tracking daily tasks.

MY ROLE

Product Designer & UX Researcher

COLLABORATION

Worked under the mentorship of the Senior Designer, who guided the research methodology and design strategy.

CHALLENGE

Users couldn't get a unified overview of their work without diving into individual tools. There was no central workspace that showed what mattered, when it was due, or how it connected to other work.

SOLUTION

Designed a unified dashboard that serves two critical purposes: (1) providing a real-time overview of progress, status and priorities across all work items, and (2) acting as a launching point for action—allowing users to quickly understand their landscape and then dive into tools with context.

RESEARCH & INSIGHTS

METHODOLOGY

User interviews with enterprise clients, behavioral analytics and competitive analysis of SaaS management tools.

KEY USER PAIN POINTS

Keeping track of work requires navigating across multiple tools
No clear mechanism to identify priority projects requiring immediate attention
Constant context-switching between tools reduces productivity
Users can't get a quick overview of project status without diving into each tool

Screenshot of the old version of the homepage, which basically consisted of links to the platform's tools.

Homepage before redesign

Link-based navigation required users to dive into individual tools before understanding their work landscape.

USER SEGMENTS

Executive users — Need high-level metrics, KPI overview, goal progress
Project managers — Need timeline visibility, task distribution, team accountability
Team members — Need personal tasks, project membership status, deadlines

KEY INSIGHT

The core problem isn't feature overload—it's priority overload. Users need systems that highlight what matters now, hide what doesn't, and adapt based on their role and context.

KEY DESIGN DECISIONS

AI ASSISTANT AS PRIMARY NAVIGATION ENTRY POINT

Top-center chat interface allows users to search and navigate intuitively rather than hunting through menus. Reduces cognitive load by converting navigation into conversational queries.

AI chat section with prompt field and inviting text :"Connect with our AI assistant and achieve your goals faster"

AI-Powered Navigation

Conversational search interface allows users to find priorities, deadlines, and projects intuitively

SMART QUICK ACCESS SECTION

Users can pin their own relevant content to Quick Access for fast access to frequently-used items. Admin-highlighted cards show with a "Highlighted" chip, while user-pinned content can be rearranged or unpinned at any time. This balance between system priorities and personal customization respects both organizational needs and individual workflow preferences—solving a major friction point.

Quick Access section showing cards with links to relevant/most frequently accessed content.

Smart Quick Access

Combines admin-curated highlights with user customization

AGGREGATED METRICS OVERVIEW

Statistics section surfaces key performance indicators across projects and targets in one view. By consolidating fragmented metrics that previously required navigating multiple tools, the dashboard transforms status tracking from reactive to proactive.

The Statistics section displays two graph blocks and four ongoing event cards (tasks, to-dos, milestones, and countermeasures).

Real-Time Status Overview

Consolidated metrics give users immediate visibility into the most relevant information

INTEGRATED CALENDAR WITH FILTERING

Sidebar calendar shows due dates across all user items, filterable by event type (meetings, to-dos, reports, tasks, etc) or day of week. Transforms the calendar from decorative to functional—users can identify busy periods at a glance.

3 views of the "Upcoming events" section - standard view screen with the list of events below the calendar; screen showing the open date selector; screen showing a specific day selected and the respective events due on that date listed below.

Smart Calendar Navigation

CONSOLIDATED TAB SYSTEM

This section consolidates all user-relevant items into a single unified view. Tabs filter by relationship type—'My Items' displays content the user owns, edits, or participates in, while other tabs organize by tool. This replaces the friction of scattered tool navigation with one intuitive hub where users instantly understand their complete portfolio.

Unified Item Organization

Tabs filter all user-relevant items by relationship and type, organizing owned, edited, and contributed work into one unified display that replaces scattered tool navigation.

THE DESIGN PROCESS

1. INFORMATION ARCHITECTURE STRATEGY

Mapped all features and their relationships
Identified which features served which user personas
Removed redundant navigation paths
Created mental model for new unified structure

2. WIREFRAMING & LAYOUT EXPLORATION

Tested 4 different dashboard layouts
Evaluated placement of features
Validated with enterprise users through rapid prototyping
Gathered feedback on content structuring

3. VISUAL DESIGN & COMPONENT SYSTEM

Established visual hierarchy (headings, sections, cards)
Leveraged existing design system as foundation, adapting core components for dashboard-specific needs
Customized filtering and search components within existing system standards

4. PROTOTYPING & VALIDATION

Built high-fidelity prototype in Figma
Conducted usability tests with target users
Iterated on calendar interactions, tab navigation, and assistant visibility
Confirmed positive user feedback and successful task completion rates

RESULTS

DESIGN IMPACT

Streamlined onboarding for new users through progressive disclosure
Reduced cognitive load through intelligent defaults and role-based views
Increased feature discoverability (users explore advanced features organically)
Foundation for personalization and adaptive interfaces

Final Dashboard Design

Unified workspace combining AI-powered navigation, smart quick access, real-time statistics, integrated calendar, and consolidated tabs—enabling users to see their complete portfolio, identify priorities, and take action from one cohesive interface.

KEY INSIGHT

ENTERPRISE DESIGN IS ABOUT REDUCING THE COST OF THINKING

The most powerful dashboard isn't the one with the most features—it's the one that requires the least cognitive effort to find what you need. By combining intelligent defaults (role-based views), smart filtering (calendar, tabs, search), and user autonomy (dismissible content), the design transforms a fragmented link page into a strategic workspace that enables expertise.