Product Design Case Study
Duration : 2-3 weeks
My Role : Product Design (Initial Stages)
Overview
User Research
Initial Concept
The issue with this layout?
It was a memory hog. The backend struggled with excessive data consumption, making graph loading a slow and frustrating experience.
So, we scrapped that design in favor of something smarter—an intuitive dashboard where advisors see their daily tasks front and center, with the flexibility to dive into client details only when needed.
Trying AI for ideas
Instead of just going in and designing on Figma, I tried exploring my ideas on Claude. I tried numerous ideas and it would create instant prototypes.
Here is one of the prototypes Claude created.
Iteration 1
In this iteration, my focus was on making the Advisor Dashboard more intuitive and user-friendly. Now, advisors can instantly spot their daily tasks and high-priority action items—no more digging around for what needs attention.
We streamlined the dashboard with features for tracking client meetings, monitoring growth stats, and prioritizing tasks into high-impact and routine categories.
Review of This Layout:
The page lacked a clear visual hierarchy, making it overwhelming for advisors due to the sheer number of elements crammed into one screen.
Iteration 2
In this iteration, my priority was reducing cognitive load. To achieve this, I split the page into three tabs and introduced a landing view where advisors can choose to focus on meetings, tasks, or growth opportunities individually.
Building on Iteration 2
The team loved the idea of a starting screen, so I refined it further while enhancing the visual design.
Results
The redesigned Advisor Dashboard transformed from a disorganized interface into a streamlined, user-centric command center.
Advisors could now easily track their performance, stay updated on client activities, and manage tasks efficiently.
The modular design reduced cognitive load, and the clear visual hierarchy ensured that critical tasks were not overlooked.
Overall, the new dashboard significantly improved the daily workflow of financial advisors.