Overview
Designing a Modular, Role-Based Dashboard Built for Intelligent Insights
This modular widget system supports an agentic interaction model, where the system continuously monitors operational signals, detects risk or opportunity, and proactively surfaces recommended actions allowing managers to intervene before issues escalate.
Approach
Approach
With no formal roadmap allocation, I framed the dashboard as a high-leverage decision surface rather than a visual refresh. I audited real customer dashboards to understand usage patterns, identified where managers struggled to interpret signals, and scoped a focused Phase 1 that could ship quickly. I partnered closely with Product and Sales leadership to align on priorities and delivered the redesign within two sprints using limited engineering resources.
Solution
Solution
I designed a modular, role-based dashboard that functions as an agent-led decision surface rather than a static reporting layer. In Phase 2, the system expands to continuously monitor operational signals such as staffing coverage, overtime risk, and compliance status and proactively surface issues with clear context and recommended next actions. By combining real-time detection, predictive signals, and human-in-the-loop controls, the dashboard helps managers move from reactive monitoring to proactive intervention, while maintaining transparency and control.
Impact
Impact
100%
Stronger competitive positioning
The redesigned dashboard became a core part of sales demos, strengthening competitive positioning and increasing confidence during customer pitches.
80%+
Adopted by
active accounts
Adoption was immediate across active accounts, elevating the dashboard from a “nice to have” to an active, multi-phase roadmap initiative.
10 minutes
saved per decision check
Managers could quickly understand workload, risk, and priorities without manually scanning multiple sections or reports.
Infinite
Extensibility
The system was built to scale from today’s operational insights to future intelligent guidance as usage patterns evolve.
Contents
Role
UX and UI
Product strategy
Roadmap influence
UX architecture
Team
Senior IC
Litsa Babalis
FE dev