Project Objectives

Our objective was to redesign the dashboard so that it:

• Clearly communicates value to the user the moment they log in

• Surfaces the most important actions and analytics up front

• Provides users control and configurability of what they see

• Transitions from a marketing-look to a proper web-app look and feel

• Below is how we executed the redesign across the full design lifecycle.

My Approach

I tackled the redesign using a full end-to-end product design process, blending research, interviews, wireframes, prototyping, testing, and collaboration with cross-functional teams.

Understanding the Problem

I started by digging into previously gathered product analytics and talking to real users via Zoom. Within these interviews, many clients admitted they weren’t sure what the dashboard was for. Most just clicked away to and found themselves looking at features they had no intention of using at that point in time. From these interviews I learned two important things:

1. Users wanted quick access to their most frequently performed and necessary tasks

2. They needed immediate visibility into relevant analytics, not a generic overview.

Define the Strategy

Based on my insights, I mapped out what should be the dashboard’s core jobs so that we could move forward with creating intuitive and empathic solutions to the users' paint points:

• Surface top metrics (most frequently performed tasks)

• Provide easy entry points to most-used tools

• Offer customization options so different users can see what’s most relevant to them

Additionally, I created personas of different types of Upnetic users, ensuring that we design with each type of client use case in mind.

Design for Focus

To begin the design phase, I created wireframes that moved the main navigation to a left sidebar to make the experience feel more like a true web-app. The main area became a clean grid of cards, each with a clear purpose: analytics, quick actions, or updates. The rainbow of buttons was replaced with a consistent, minimal UI system emphasizing visual hierarchy and clarity.

I made sure to partner closely with client success and development teams to take into account available product offerings and dev framework capabilities.

Prototype & Test Early

After wireframe approvals came in, I built interactive prototypes in Figma to be seen in testing with real users. The goal was simple: could they find what they needed within a few seconds?

Testing results were as follows:

• Average “time to next action” decreased

• Users described the new layout as “professional,” “clean,” and “finally useful"

• Feedback on custom widgets was especially positive, with people loving that they had control over what analytics they saw first
  
  

Collaborate for Delivery

To wrap up this project, I handed off organized Figma design files to the development team, complete with component specs and interaction notes. Through ongoing design and dev check-ins, we ensured accurate implementation and avoided last-minute redesigns.

Design Work Examples: