Work

About

Insights

Contact

Featured Project

Designing Quartex's Enterprise-dashboard

Turning fragmented data into a single source of truth for 100,000+ field users

Customer churn mitigated by 60% post QC

Automated system adoption via MCP server

25% portfolio adoption by the following Quarterly Commit

1. Situation

Context & Challenge

At Quartex, teams across IAM, D&A, EHS, WFM, and GRC were drowning in siloed frameworks and digressive data service methods. Our dashboards were powerful but fragmentation, siloed metrics, inconsistent UI, and unclear tiering created barriers to effective decision-making at all levels. Executives couldn’t get a clear compliance snapshot without manually stitching data together—an effort that took days and still missed critical insights. As the Design Practice Lead, I was challenged with reimagining our enterprise dashboard to deliver clarity, speed, and trust across our global user base.

My Role

I led the end-to-end design process—partnering with Product, Data Analytics, and Engineering to:

  • Establish business goals and success metrics with stakeholders.

  • Architect a unified information hierarchy across three compliance domains.

  • Build a scalable design system for both web dashboards and mobile reports.

Project Constraints

  • Multiple modules with legacy architecture and varied front-end stacks (ASP.NET, Vue 3, Xamarin)

  • Complex user personas (executives, HSE teams, auditors, operations)

  • Compliance requirements (WCAG 2.1 AA, audit traceability, ISO reporting, SSRS Reports)

  • Power BI constraints for embedded dashboards

2. Approach

Stakeholder Alignment (Week 1–2)

This work was deeply cross-functional, shaped by weekly syncs with Engineering, async critique using Figma comments and confluence documentation for alignment. We shipped faster and made fewer tradeoffs by front-loading clarity over consensus meetings. …itiques with Product Managers, Product Owners, Architecture, and embedded feedback from field-based compliance teams. Clear ownership boundaries, shared rituals, and early alignment were key to delivering clarity at scale.

  • Ran five cross-functional workshops to map executive KPIs (e.g., “% documents in audit readiness,” “report generation time”)

  • Created a shared “Business Impact Canvas” that linked each feature to a dollar or time savings target.

Data Literacy & Discovery (Week 3–5)

Conducted 8 user interviews with EHS managers and compliance officers to uncover pain points:

  • 70% said current tools lacked drill-down clarity.

  • 60% spent over 2 hrs/day generating ad-hoc reports.

  • Audited existing reports and data schemas to define core information clusters


“I spend more time cleaning exports than making decisions.” — Compliance Officer, Tier 1 mining, AU

Design & Prototyping (Week 5–9)

Wireframed three dashboard variants tagged with value hypotheses (“Audit Prep → –30% manual checks,” “Incident Trends → +15% early warnings”).

  • Developed high-fidelity comps in Figma and validated with a 5-person pilot group—iterating on color-blind accessibility and drill-down flows.

  • Established a modular component library (charts, tables, filters) that live-linked to Power BI for rapid handoff.

  • Defined dashboard micro-patterns tagged with task hypotheses (e.g. “Audit Prep → 37% manual checks,” “Retention Risk → 15% existing overlap”)

  • Developed high-fidelity patterns in Figma and validated with a 5-person pilot group—focusing on lowering time-to-insight for both frontline and exec users

  • Established tokenised component library (Alerts, Metrics, Filters) that now powers Tier 1+ BI layout model

Launch & Measure (Week 10–12)

Released an MVP to 5 pilot user cohorts, instrumented with reverse-dragged events in our analytics structure.

  • Tracked “time to insight” in Tableau—comparing pre-launch (78s) vs. post-redesign (15s avg)

3. Solution

Soluton

  • Designed data-based, modular dashboards that surfaced alerts, thresholds, and time-based exceptions.

  • Prompt scaffolding (e.g. role + time + location filters as hidden metadata)

  • Trust layers (e.g. traceability, comparator fields)

  • Used visual affordances for cycles: approvals, progress, and priority shifts

  • Built a filter layer that tiered context blocks (like time ranges, site selector, role-level)

  • Unified choreography layers across products (e.g. Cortex, +BI, InHealth)

✔ KPI cards with timestamps, comparators, and tooltips
✔ Drill-to-pattern views for support and root-cause workflows
✔ Regulatory dashboards validated with GRC export models, with version control
✔ Tiered information presentation (strategic → operational)

4. Results

Outcomes & Impact

  • Adoption: 85% of targeted users moved to the new dashboard within 1 quarter.

  • Efficiency: Report-generation time dropped by 88% (from 120 min to 15 min).

  • Decision Velocity: Incident-trend insights surfaced 24 hrs faster, reducing compliance response time by 40%.

  • Future Forward: Embeddable AI copilots (e.g. surfacing Tier 1 insights contextually, serving narrative executive summaries, scaffolding for predictive and prescriptive analytics) and reimagined our design-to-code delivery pipeline using an mcp server. Read the article →

  • Business Value: The time savings translated into a $1.5 M annual productivity gain—securing a 25% budget increase for our next AI-driven module.

"We were looking for a user-friendly system that enabled us to streamline out data management and are happy to have found Quartex to help us achieve out goals" - System Administrator, Kenmare Resources PLC

5. Reflection

What I learned

Rebuilding Quartex’s dashboard taught me that true clarity requires both human empathy and data discipline. By front-loading commercial alignment and tagging every design decision with a dollar or time metric, we turned design from a “nice-to-have” into a demonstrable profit driver.

  • Tiered dashboards serve different cognitive loads — and must be designed accordingly.

  • Applying ASM Principles directly corresponded to our customers operational model

  • Avoid Chart Junk and maintain optimum Data Ink Ratios

  • Provide deep interactivity from hover to clickthrough

  • Design tokens + schema logic = scalable enterprise visuals.

Key Takeaways

  • Leadership in Action: You see the “lead role,” cross-team workshops, and how I secured executive buy-in.

  • Outcome-Driven Design: Each phase ties back to a measurable business or user metric.

  • Scalable Process: A modular design system and analytics hooks illustrate my end-to-end vision.

“This work didn’t just restructure dashboards — it redefined how information is contextualised, surfaced, and acted upon in high-risk environments. These principles directly map to Limitless’s mission: interfaces that anticipate intent, structure cognition, and amplify human capability. I’m excited by the idea of building systems that think with people — and this case study shows how I’ve already started.”

Up next: I’m exploring how embedded AI assistants can surface anomaly alerts in real time—further reducing manual oversight and driving another 20% efficiency lift.

Explore more

Let’s Build Tomorrow’s Products

Foster strategic collaboration to design AI-native systems that amplify human capabilities and experience

Schedule a Call →