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Leadership Intelligence Dashboard.

Consolidating six executive reporting tools into one calm, decision-ready surface — designed for the busiest people at the bank.

Role

Lead Product Designer
Strategy partner

Team

1 PM, 4 engineers,
Chief of Staff team

Timeline

9 months
2023

Audience

MD-level & above
across risk org

L
This week, 3 things need you.
2 risks trending up. 1 control gap closed. Everything else is steady.
Open the brief
Updated this morning at 06:00
The brief

Six tabs, no answers.

MDs and above in the risk org were getting their weekly operational picture from six different reporting tools, each owned by a different team, each with its own login and its own definition of "red." By the time they'd pieced the story together, the meeting was already over.

The mandate was to build one tool. The harder problem was figuring out what "one tool" actually meant when the underlying data had real, legitimate disagreement built into it.

"By the time I find the number, I've forgotten the question." — Managing Director, kickoff interview
The research

What executives actually read.

I interviewed 12 senior leaders, sat in on a dozen Monday risk reviews, and asked one strange question: what do you read first when you open your laptop? The answer was almost never a dashboard. It was an email summary their chief of staff had hand-written at 6am.

That insight reframed the project. The dashboard didn't need to compete with six tools — it needed to compete with that email. Calm, prose-first, ruthlessly prioritized. Numbers when they mattered, not when they existed.

The shift

From data to decisions.

We designed the home screen as a written brief generated each morning: three sentences about what changed, three things that might need attention, and one chart — only one. Drill-downs into the underlying tools were always one tap away, but the front door was a sentence, not a chart wall.

Before
6 TABS · 47 KPIS · NO HIERARCHY
After
This week, 3 things need your attention.
One chart. The right one.
The outcome

The Monday meeting got shorter.

We piloted with three executive teams before rolling out broadly. Within a quarter, the dashboard had replaced the hand-written email for most users — because it told the same story, faster, with the underlying data one tap away when someone asked.

6 → 1
Tools consolidated. Six legacy reporting surfaces collapsed into one daily brief.
−18min
Average duration reduction in the weekly executive risk review meeting.
90%
Of pilot executives chose to keep using the new dashboard after the trial.
"It tells me what changed before it shows me a chart. That's the right order." — Managing Director, post-pilot
What I took with me

The best dashboard is a sentence.

Most executive dashboards are designed for the person who builds them, not the person who reads them. The builder wants to show all the work; the reader wants to know what to do next. Those are different products.

I left this project convinced that writing is one of the most underused tools in design. Every chart starts as a sentence somebody could have just told you.