Case Study

Designing a Financial Control Tower for Real-Time Decision Making

Transforming fragmented financial data into a unified, AI-powered analytics experience for C10 Global.

Role

Senior UX Designer

Duration

6 months

Tools

Figma, Power BI

Domain

Financial Analytics / Enterprise UX

Dashboard Screens

Operating Cash Flow Dashboard
1 / 6

What We Aimed to Achieve

Create a single source of truth for financial decision-making

Unify financial KPIs

Bring all metrics into one view

Enable real-time monitoring

Live data updates for instant awareness

Reduce cognitive load

Simplify complex information

Support faster decisions

Empower executives with clarity

Designing for Clarity, Speed, and Scale

01

Understand Users

  • →Leadership interviews
  • →Identify decision bottlenecks
02

Structure Information

  • →Define KPI hierarchy
  • →Map dashboard architecture
03

Design Experience

  • →Wireframes → Visual design
  • →Data visualization strategy
04

Validate & Iterate

  • →Feedback loops
  • →Improve usability

A Unified Financial Control Tower

Unified KPI Layer

  • Operating Cash Flow
  • Free Cash Flow
  • Collections

→ Instant executive overview

Advanced Visualizations

  • Budget vs Actual trends
  • Business unit comparisons
  • Regional performance maps

→ Faster pattern recognition

Layered Insights

  • Drill-down by business, region, time
  • High-level → detailed views

→ Flexible decision depth

AI-Assisted Insights

  • "Ask AI" for quick queries
  • Automated insight discovery

→ From dashboards → conversations

Key UX Decisions

What Made the Experience Work

Designed top-down hierarchy for executives

Applied progressive disclosure

Standardized chart patterns

Focused on data storytelling, not just visuals

Measured Business Outcomes

30%

Faster Insights

Time-to-insight significantly reduced

20%

Better Decision Efficiency

Improved clarity and confidence

25%

Less Analysis Time

Reduced manual effort

From Insight-Poor to Data-Rich

A large enterprise the C10 Global had access to vast financial data — but lacked clarity.

Before

  • Fragmented systems
  • Static reports
  • Manual analysis

After

  • Unified dashboard
  • Real-time insights
  • AI-assisted decisions

Before vs After

BeforeAfter
Fragmented dataUnified control tower
Static dashboardsInteractive insights
Manual interpretationAI-assisted decisions
Slow decisionsReal-time clarity

What This Project Taught Me

Simplicity is critical in
data-heavy systems

Dashboards should enable
decisions, not just display data

Layered UX is key for
enterprise complexity

AI should feel
assistive, not overwhelming

Designing for Decision-Making at Scale

This project demonstrates how UX can transform enterprise analytics from data overload → decision intelligence.