Management System 1


Department heads needed faster and better insight into departmental spending and expense allocation. The company was extremely reliant on Excel and the management team felt they were spending too much time on operational reporting. Their operational reports were not easily accessible and their internal reporting team was overwhelmed with reporting requests. The company needed a modern self-service reporting solution.


Qualitative & Quantitative Research, Analysis, Wireframing, Prototyping, Usability Testing.


Defining Users

  • Who are the Business Intelligence users?
  • What information do they need?
  • How and where will they use that information?
  • What devices are they using it on?
  • What is their comfort with, and level of understanding of the technology?

Information Needs

  • What reports users access on a regular basis?
  • What sources does their information come from?
  • How current does their data need to be?

Operational Areas

  • Financial Management
  • Project Management
  • Sales Development
  • HR: Employees, Subcontractors & Candidates
  • Analysis & Forecasting

User Personas

Management System 2
Management System 3

Visualization Patterns

Management System 4
Management System 5



Management System 7
Management System 8
Management System 9
Management System 10

Design Analysis


Provided the right information across  3 departments of the company ( Sales, Consulting & Market Research) in a format that was easily understandable to the user. It assisted to streamline the decision making, allowing more sophisticated analyses of data sets, providing real-time insights into what is and is not working within the company and informing decisions to maximize gains and limit losses.

Management System 11

Data visualization simplified.

Helping with a better decision-making process.

Management System 12
Management System 13

Business Intelligence Insights

at a glance.

Style Guide

Management System 14
Management System 15

#0eebc7 to #784bff

Management System 16

#649ffe to #1f75ff

Management System 17

#ff7742 to #ef3a2f

Management System 18

Hex:      #42e24eRGB:     66 : 226 : 78CMYK:  63: 0 : 97 : 0

Management System 19

Hex:      #3f57d3RGB:     64 : 87 : 87CMYK:  80: 70 : 0 : 0

Management System 20

Hex:      #2e3439RGB:     46 : 52 : 57CMYK:  75: 65 : 58 : 55