SaaS Project +
Data Visualization 

Actionable Team Insights

Inspired by my time with VOGSY PSA, 2018-2020


Actionable Team Insights

Inspired by my time with VOGSY PSA, 2018-2020
  • RCross-Functional Assessment
  • RData transparency
  • RUX/UI with Actionable Insights
SaaS app ux designer
Your Goal Impact Screen

The Challenge

Cross-functional Goal Collaboration

Priority 1:  Provide actionable insights to boost team innovation and more intuitive collaboration and workflow.

Priority 2:  Unite silos and data sources, reduce tools and utilization costs.

My Role

After pivoting into information visualization, I was compelled to demonstrate the impact of UX/UI for in-house Growth. Cross-functional teams are evolving their inhouse dashboards into actionable, innovative hubs. This is my solution. I’m adding team ownership with goal-driven product pivots and actionable insights.

1. UX Research 

Leveraging UX for Growth Boosts Avgerage ROI of 9900%

Quickly growing companies amplify their ROI by investing in UX/UI for their own team upfront. Forrester Research states every dollar invested in UX yields an average of 100 dollars in return, but it’s a staggering ROI of 9,900% for UX.

Unite Team Data to Make Cross-Functional Collaboration Observable

As a Lean UX Designer in Marketing and Product channels, I can help you identify technical roadblocks that prevent you from leveraging team collaborations for valuable insight. The following helps me evaluate a baseline and develop a strategy to scale your team with data insights efficiently:

SaaS Cross-functional Pain Points
In-house growth product

Prioritize Pain Points

Research team needs to add transparency and reduce throughput times.

  • Siloed teams
  • Buried assets
  • Separate platforms
  • Too many tools
  • Lost data insights
  • Too many meetings

Identify Dependencies

Ranking critical data, locate assets, and tool dependencies.

  • CRM
  • Data + insights
  • Finance + billing
  • Project management
  • Resource management
  • Time + expenses
  • Timeline collaboration

Prioritize Tasks

Reassess tasks by time restraints, rank disruptive team impact.

  • Scale Google workspace
  • Flexibly scale features
  • Drive Innovation
  • Provide actionable insights

Reassess with Team Domain Experts + Leadership

Now that we’re funneling our data onto a singular team platform, we can leverage team insights for Resource Utilization, Work Load, and integrate API mentions more effortlessly.

Whiteboard workshops in Miro are an intuitive way to kick identify key objectives with team domain experts and define iterative strategies with company leadership and stakeholders.

SaaS Growth Product Features

Content Brief + UX Strategy

Cross-functional teams prioritize features to roll out top performing features in agile sprints.

2. Build 

Custom Data Visualizations Designed for Team Strategy

Now that we’re funneling our data onto a singular team platform, we can leverage team insights for Resource Utilization, Work Load, and integrate API mentions more effortlessly. 

Now we’re ready to sketch data solutions.

Low Fidelity Sketch
Saas app data sketch
High Fidelity Figma Prototype
SaaS app ux designer

Visualizing Iteration Impact

In my experience, enterprise product and marketing teams tend to work parallel to each other. By creating joint goals we can observe how both channels can unite with common goals and amplify everyone’s success.  


If we think of our marketing launches as product releases, we can unify goals and track combined efforts for instant insight.  

Goal example: Our team rolled out new utilization features and we want to see how new accounts are impacted. So we track and compare the following users before and after our launch:

Your Goal Impact Screen

Action: New Accounts
Measure: Volume of Average change/user/day
Filter: [-16 days to 16 days of launch]

New Product Detail Page Adopters
New Landing Page Adopters

3. Figma Board 

Scalable UI Design System

UI Styles are helpful for scaling product iterations with continuity and ease. Specifications are helpful for the cross-functional team to define brand guidelines, navigation, icons, and fundamentals to build functionality for the app from the ground up.

SaaS Product Figma Board
Brand Guidelines SaaS Growth Product
Material Color System
Navigations for SaaS Growth Product
SaaS UI Tokens

The Bottom Line: Designed to Scale

As a senior designer, defining a well-designed UI system brings me joy. UX/UI amplifies time to insight and aids communicating with Data Visualization. A well-branded system conveys culture and values for streamlined interaction.

Data analysis and visualization is a passion of mine, and I look forward to mapping out the rest of my UX strategy in the coming weeks.  If you have questions on additional visualizations or my inspiration for this project, I encourage you to reach out and contact me. I’d love to hear from you.