From 5 pages to 2: making reports trusted by users while creating a scalable platform.

Universe reports were a mess of legacy flows that confounded clients, causing churn. I was tasked with diagnosing the problem, solving for a broken system, ensuring the solution met business requirements, and providing post-release support.

60% Adoption

Over legacy reports, allowing us to sunset legacy offerings.

80% Task Completion

Users could locate, filter, and export a report without workarounds.

100% Consistency

Users could now trust what they were seeing, and trust retained clients.

40% Customizations

Users proved that the new IA made customizing their data effortless.

Role

Solo Product Designer.
Assisted by 3 others.
10 months.

What I owned

Problem framing, design strategy, constraint management, testing, stakeholder management, post-release.

Team

Product Manager.
3 Frontend Developers.
2 Data Engineers.

Skills

End-to-end product design.
Solving a broken system.
Selling design approach and value.

Solution

Account dashboards and reports unified in a single experience, solving for cognitive load, recall, and errors.

The design philosophy was simplicity by default, depth when needed. Simplicity came from expanding the Account Dashboard, and depth from Account Reports.

Account Dashboards were the beginning of user flows.
It surfaced actionable data at a glance.

Account Reports let users make complex changes.
By choosing which columns to export, they could compare and constrain their data.

PROBLEM

High-value enterprise clients were leaving Universe because reporting did not meet their business needs.

They didn’t trust the numbers, couldn’t find the answers they needed, and the business attempted band-aid solutions that compounded pain points.

How might we design accurate and scalable reporting to set the business up for success while making Universe the best choice for our clients?

Approach

Our solution was to sunset the pages with low usage
to focus the experience for users and the business.

Our solution was to sunset the pages with low usage to focus the experience for users and the business.

We would sunset event dashboard and reports, as well as custom reports. Less pages mean less confusion, cognitive load, and error prevention for users.

Two pages made it easier for users to improve hierarchy, guiding users on what to do next. It also made existing flexibility useful, and made it easier for the business to scale.

Two pages made it easier for users to find what they needed, improved hierarchy, guided them on what to do next, made existing flexibility useful, and made it easier for the business to scale.

Challenge

Universe was hesitant to sunset pages they had spent years investing in.

Solution

I collaborated with my PM and dev lead to pitch an iterative path, starting with the release of dashboards.

Stakeholder Management

Our plan was to monitor dashboard performance post-release and meet with senior leadership stakeholders early and consistently, ensuring our solution met business needs at every step.

Designs

Started with a modal approach to minimize complexity, but went full-page for better sacalability.

Modals over-constrained interactions. Full-page designs were modelled after Excel pivot tables for 1:1 export parity, but users found it overwhelming.

Version 3 surfaced dashboard functions for users who started journeys in Account Reports,
but teams preferred Version 4 as it tested better for legibility and comprehension.

Version 3 surfaced dashboard functions for users who started journeys in Account Reports, but teams preferred Version 4 as it tested better for legibility and comprehension.

Cross-functional collaboration

I worked through solutions with my PM and dev lead. They sat in the interviews I led, worked through iterations with me, worked through challenges and formed our project strategy together.

Designs

Translated wireframes to keep metrics above the fold, filters contextual, and by integrating account reports.

Side navigation was not ideal for mobile breakpoints, and too many navigation options muddled guided sequencing. Optimized for mobile by splitting pages into themes.

Superset allowed us to meet accessibility requirements and leverage simple Dashboard customizations out of the box.

Trade-off

Dashboards came to life quickly by using Apache Superset, but Superset could not fully match our design system. I optimized for functional dashboards over design perfection to get it in front of users.

Challenge

I pushed back on using Superset due to its rigidity and performance issues, predicting it would erode user trust.

Solution

I worked with my dev team to get the most out of Superset, mitigating some of its shortcomings.

We released this functional, albeit imperfect version to get real-world feedback.
I monitored usage and gathered insights to improve reporting over time.

Post Release feedback

53% Testers

Found what they were looking for in Dashboards, relying less on Reports for simple queries.

Demographic Data

A sought after feature we could not include due to technical limitaions, but planned for future iterations.

Performance

Was improved over legacy reporting, but remained inconsistent for a while after release.

+17% Approval Rating From Legacy

People preferred our dashboard solution, with plenty of room for improvement.

Outcome

Solving design principle errors helped achieve business outcomes, maintaining revenue through user retention.

Though I would not see the full release of our proposed reporting solution, I left Universe with everything they needed to continue testing and iterating.

Reflection

I learned that execution matters as much as vision, how to align stakeholders to design vision, and how to maintain that alignment through the entire product lifecycle.

Next up

Bulk Edits