Team and process
Role: Senior UX / Researcher
Team: 1 UI designer, 2 POs, 8 devs, 2 QA, 1 Scrum Master (agile)
Responsibility: UX research, design, responsive & cross-device UX, design management
RM Workbench is a unified web application to consolidate nine fragmented tools into a single responsive dashboard - reducing cognitive load and speeding up decision-making for RMs and senior stakeholders.
areas of improvement
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Multiple disconnected tools (9 apps + spreadsheets + paper) created a fragmented workflow
Previous Ecosystem of Tools
2. Business rules were inconsistent across hierarchies, requiring clarification and standardisation with stakeholders as the platform scaled, directly impacting how each user interacted with the system.
Hierarchy within the Client stakeholders
3. Without automated, data-driven visualisations, users faced information overload, struggled to interpret key insights, and found it difficult to spot trends critical for decision-making.
Previous mapping of data in spreadsheets
solutions
A unified, user-centred dashboard was created to serve every hierarchy - from RM to CCBO - by mapping stakeholder needs and organising relevant data into a clear, end-to-end experience.
Reorganised data for different purposes and roles in the organization
As the platform scaled beyond the MVP, higher-level personas like the CCBO required increasingly complex, cross-functional features - driving new change requests to support advanced analytics, reporting, and B2B-specific needs.
Optimising workflow on the client project and the internal team
Replacing Excel sheets with dashboard visualisations enhanced decision-making, communication, performance monitoring, and analysis efficiency by making complex data instantly clear and actionable.
Improving data visualisation focusing on user needs
The platform was made fully responsive across iMac, laptop, and iPad, with the main challenge being the scalable adaptation of pie and donut charts without introducing excess whitespace
Scalable design
