Turning Complex Data into Clear Actionable Visuals with

Intuitive Data Driven Dashboards

Enterprise UX

B2B Saas

Data visualization

At HCL Technologies, I designed multiple enterprise-level Power BI dashboards and reports rooted in design thinking and agile methodologies, these solutions were crafted to reduce cognitive load, empower users, and drive meaningful business outcomes through thoughtful, user-centered design.

While the projects remain confidential under NDA, this case study illustrates my end-to-end design process, highlighting how I combine UX principles, data storytelling, and interactive UI design to transform complex data into intuitive, actionable insights.

Context

Microsoft Partner Ecosystem platform serves as a centralized hub for tracking partner relationships, program participation, events, performance metrics, and overall business growth, supporting internal teams in managing strategic partnerships and driving informed decisions.

Problem

The platform's overwhelming data layout and poor navigation hindered users from efficiently accessing partner insights, increasing cognitive load and slowing productivity.

Solution

Redesigned the interface using Power BI and Microsoft's design system to streamline workflows, visualize key metrics, and simplify decision-making through intuitive, user-centered interactions.

Tools

• Figma
• Excel
• PPT
• PowerBi

Team

• UX Designer
• Developers
• Project Managers
• Stakeholders Excel

Role

• Stakeholder Interviews
• Data analysis
• User Flow
• Data Visualization
• User Interactions
• Rapid Prototyping

Design Process

There’s no fixed design process that applies to every project or team. Here’s the Agile UX design thinking approach I typically follow to adapt quickly to changing requirements, collaborate closely with cross-functional teams, and iteratively deliver user-centered solutions that align with business goals.

How Might We

Reduce cognitive load and improve task efficiency

to accelerate effective and strategic business decisions.

01

Assessment of Current Data

The first step is evaluating the data to uncover opportunities for optimizing workflows and guiding design decisions.

Reviewing existing spreadsheets, reports, and dashboards

Mapping how data flows across teams and departments

Identifying what constitutes high-level data versus operational/ supporting data

Understanding inconsistencies and redundancies in current data/processes

02

Stakeholder Interviews

To ensure the design is rooted in real user needs, I begin by conducting guided interviews with stakeholders.

I use a structured template with focused questions aimed at uncovering:

User Roles

User Actions

Time Consumed

Pain Points

Motivations

Daily Reporting Challanges

Success Metrics

KPIs

Expectations

"It feels overwhelming. I often have to sift through multiple dashboards to find the data I need"

"I’m spending too much time figuring out where to look rather than using the information to make decisions."

"Navigating through the dashboard is time-consuming and I often overlook important data."

"It feels overwhelming. I often have to sift through multiple dashboards to find the data I need"

"I’m spending too much time figuring out where to look rather than using the information to make decisions."

"Navigating through the dashboard is time-consuming and I often overlook important data."

  • Who is using the dashboard and in what context?

  • What decisions or tasks are they performing using data?

  • What’s currently frustrating or slowing them down?

  • How long does it take to find or interpret insights?

  • What do users wish they had to improve their workflow?

  • What are users trying to achieve or prove with the data?

  • Where do users struggle most in the reporting process?

  • How do users define a successful dashboard experience?

  • Which key performance indicators matter most in their decision-making?

  • How often do users expect to use the dashboard, and what are their usability needs?

03

Defining Workflows

Information architecture is established based on the collected data, forming the foundation for intuitive dashboards aligned with business objectives.


Data workflows are created, ensuring the delivery of actionable insights to support decision-making at all levels.


The information is continuously iterated and refined through structured meetings with clients for each dashboard view.


Design of each view is informed by client feedback and iteration before finalizing the dashboard layout.

05

Wireframing

At this stage, wireframes are created to support the data and information architecture that acts as the blueprint for the product, allowing teams to explore structure, layout, and content hierarchy without the distraction of visual design. Each wireframe is built with a strong focus on clarity, consistency, and efficiency, ensuring that the design accommodates both high-level overviews and drill-down capabilities.

  • Who is using the dashboard and in what context?

  • What decisions or tasks are they performing using data?

  • What’s currently frustrating or slowing them down?

  • How long does it take to find or interpret insights?

  • What do users wish they had to improve their workflow?

  • What are users trying to achieve or prove with the data?

  • Where do users struggle most in the reporting process?

  • How do users define a successful dashboard experience?

  • Which key performance indicators matter most in their decision-making?

  • How often do users expect to use the dashboard, and what are their usability needs?

08

Color and Typography

Aa

Font Color: #092642

Microsoft Font

Segoe UI

Regular

Semibold

Bold

Regular

14px

14px

Button Font

Metric Title

Regular

32px

30px

Line Height

Font Size

Font Weight

Section Title

Semi bold

24px

20 px

Tile Title

Sub Metrics

Metrics Context

Metrics Value

Tile Heading

Tile Metric

Regular

Regular

Semibold

Regular

Regular

12px

Semibold

12px

20px

14px

12px

14px

12px

18px

12px

20px

12px

18px

07

Data Visualisations

Once the layout and structure are finalized, the next step is to bring the data to life through purposeful and intuitive visualizations.


Data visualization cards are designed to highlight key metrics and trends at a glance. These modular components serve as the building blocks of the dashboard, enabling users to quickly scan, compare, and interpret insights without diving into raw data.

Each card is crafted to match the data type and user intent—whether it’s a line chart for trends over time, bar charts for comparison, pie charts for distribution, or tables for detailed breakdowns.

Visualizations are designed with clarity, minimalism, and hierarchy in mind—emphasizing the “so what” behind the numbers. Tooltips, filters, and drill-down options are added to support deeper exploration when needed, without overwhelming the primary view.


Cards are responsive and reusable, allowing for consistency across different dashboard views and scalability across future updates.


  • LATAM 250

    Events Registration Map by

    Planned

    Delivered

  • Search by Partner Name or MPNID

    Partners

    Arbit Consult...

    The Bauen G...

    Devoteam M...

    Blueprint Inte..

    Novalytica AG

    Blueforte Gm...

    72

    71

    70

    69

    68

    67

    Events

    4.9

    4.8

    4.7

    4.6

    4.5

    4.5

    Survey Score

    View

    View

    View

    View

    ViewView


    Details

    Brazil

    USA

    Portugal

    USA

    Switzerland

    Germany

    Country

    Top Partners by Events Delivered

  • Registration

    AIAD


    DIAD


    PRIAD


    MAIAD


    PVAIAD


    RPAIAD

    200/225


    300/225


    200/165


    100/75


    200/235


    100/175

    Chart

    Table

    Registration vs Attendance by Programs

    0

    400

    300

    200

    100

  • Survey and NPS

    42.5

    NPS Score

    +2.5

    4.7

    XIAD Score

    -0.1

    758

    157

    161

    4.59

    4.33

    N/A

    N/A

    Survey Responses

    Follow ups

    All Up NSAT

    Content Rating

    Presenter Rating

    Food (In-Person)

    Venue (In-Person)


  • A14 Area

    APAC

    Australia

    Canada

    CEE

    France

    GCR

    101

    129

    200

    350

    204

    300

    Registration

    99

    140

    150

    300

    250

    180

    Attendance

    98.01%

    108.52%

    75%

    85.71%

    122.54%

    60%


    Fill Ratio (%)

    Active Registrations vs Actual Attendance by

    A14 Area

    Location

Customizable interactive charts allowed users to personalize their data views over time, resulting in a more tailored and relevant user experience.


Try this interactive prototype!


05

Design-to-Dev Handoff

Dashboards are built using reusable UI components to maintain consistency and support scalability across modules and views.

All components, specs, assets, and annotations are documented and shared with developers through tools like Figma to ensure clarity and consistency.

  • Who is using the dashboard and in what context?

  • What decisions or tasks are they performing using data?

  • What’s currently frustrating or slowing them down?

  • How long does it take to find or interpret insights?

  • What do users wish they had to improve their workflow?

  • What are users trying to achieve or prove with the data?

  • Where do users struggle most in the reporting process?

  • How do users define a successful dashboard experience?

  • Which key performance indicators matter most in their decision-making?

  • How often do users expect to use the dashboard, and what are their usability needs?

07

Delivering Impact

The MVP dashboard opened to high-level information, allowing users to quickly understand key metrics and trends with minimal navigation. Overall, the advancements led to a more engaging and user-friendly dashboard, improving user satisfaction and adoption rates.


Watch the video below to get an overview:

The bookmark navigation feature ensured a seamless transition between different dashboard views, maintaining consistency and enhancing the overall user experience.

Summary widgets and cards display key metrics, along with tooltips & annotations, providing clear and comprehensive insights, and enhancing overall data comprehension.

Customizable interactive charts allowed users to personalize their data views over time, resulting in a more tailored and relevant user experience.

The introduction of overlays accessible by quick links for accessing partner information minimized the need for context switching, thus streamlining workflows and reducing the time and effort needed to obtain relevant data.

Table view highlight

Above all, prioritized accessibility by meticulously ensuring that every card and the entire dashboard were designed to be fully inclusive. Figma's built-in accessibility checker and A11y contrast checker guaranteed compliance and an inclusive experience for all users.

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Efficient Data Analysis: Intricate data tables were simplified, allowing users to quickly identify and analyze essential information, improving the efficiency of data categorization and partner engagement analysis.

Above all, prioritized accessibility by meticulously ensuring that every card and the entire dashboard were designed to be fully inclusive. Figma's built-in accessibility checker and A11y contrast checker guaranteed compliance and an inclusive experience for all users.

The scroll ends here, but the story doesn't have to.

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