Dashboard.
Web app to track KPIs and manage open client tasks.
Client.
Credit Suisse
Tools.
Adobe XD, Figma
Year.
2020 - 2022
Role.
UX/UI Designer
Analytics Portal
The 'Analytics Portal' project started in 2020 with the aim of replacing semi-manual sales reports in Excel prepared by relationship managers. It was intended to begin with the most basic features and gradually improve the tool. Apart from the typical "easy to use", only very few requirements have been provided:
Quick modular overview
Show main figures in a cockpit to get a quick understanding of the current situation. Modular design provides scalability.
Corporate Design System
Full reflection of Credit Suisse corporate design in every element.
Filter, find and export
Even though the existing Excel solution had to be replaced, an export functionality of the (underlying) data was a main requirement.
Version 1 of the Analytics Portal went live in 2022. The following UX-related activities have been finished:
Research: user interviews, check existing tool landscape
Analysis: user interviews, personas, user journeys, problem statement
Design: wireframing, mockups, prototyping & testing
Due to a Non-Disclosure Agreement, a detailed case study of this and other corporate dashboard projects can be obtained exclusively by request.
All trademarks, names, logos and icons used in this project ('Analytics Portal') are proprietary to Credit Suisse. Figures are fictitious and for illustrative purposes only.
Dashboard.
Web app to track KPIs and manage open client tasks.
Client.
Credit Suisse
Tools.
Adobe XD, Figma
Year.
2020 - 2022
Role.
UX/UI Designer
Analytics Portal
The 'Analytics Portal' project started in 2020 with the aim of replacing semi-manual sales reports in Excel prepared by relationship managers. It was intended to begin with the most basic features and gradually improve the tool. Apart from the typical "easy to use", only very few requirements have been provided:
Quick modular overview
Show main figures in a cockpit to get a quick understanding of the current situation. Modular design provides scalability.
Corporate Design System
Full reflection of Credit Suisse corporate design in every element.
Filter, find and export
Even though the existing Excel solution had to be replaced, an export functionality of the (underlying) data was a main requirement.
Version 1 of the Analytics Portal went live in 2022. The following UX-related activities have been finished:
Research: user interviews, check existing tool landscape
Analysis: user interviews, personas, user journeys, problem statement
Design: wireframing, mockups, prototyping & testing
Due to a Non-Disclosure Agreement, a detailed case study of this and other corporate dashboard projects can be obtained exclusively by request.
All trademarks, names, logos and icons used in this project ('Analytics Portal') are proprietary to Credit Suisse. Figures are fictitious and for illustrative purposes only.
Dashboard.
Web app to track KPIs and manage open client tasks.
Client.
Credit Suisse
Tools.
Adobe XD, Figma
Year.
2020 - 2022
Role.
UX/UI Designer
Analytics Portal
The 'Analytics Portal' project started in 2020 with the aim of replacing semi-manual sales reports in Excel prepared by relationship managers. It was intended to begin with the most basic features and gradually improve the tool. Apart from the typical "easy to use", only very few requirements have been provided:
Quick modular overview
Show main figures in a cockpit to get a quick understanding of the current situation. Modular design provides scalability.
Corporate Design System
Full reflection of Credit Suisse corporate design in every element.
Filter, find and export
Even though the existing Excel solution had to be replaced, an export functionality of the (underlying) data was a main requirement.
Version 1 of the Analytics Portal went live in 2022. The following UX-related activities have been finished:
Research: user interviews, check existing tool landscape
Analysis: user interviews, personas, user journeys, problem statement
Design: wireframing, mockups, prototyping & testing
Due to a Non-Disclosure Agreement, a detailed case study of this and other corporate dashboard projects can be obtained exclusively by request.
All trademarks, names, logos and icons used in this project ('Analytics Portal') are proprietary to Credit Suisse. Figures are fictitious and for illustrative purposes only.