Company Insights — Selected works of Metin Saray

Metin Saray

Company Insights Dashboard

Company Insights

Dashboard

A role-based, modular dashboard for financial professionals, designed to deliver relevant, high-impact company data at a glance.

This project was a redesign of the company overview experience, shifting from a static, text-heavy page to a customizable, role-specific dashboard.

The new design provides clearer, more intuitive access to key company data, tailored to the needs of financial users like Wealth Managers, Traders, and Investment Bankers, with flexible content and layout options.

Responsibilities

Strategic contribution

Research & Synthesis

Stakeholder engagement

Prototyping & Iteration

Design System

Team

1x Product Manager

1x Product Designer

Engineering Team

Year

2024

This mock project reflects my real-world design process while ensuring confidentiality. All visuals are created from scratch, but the methodology and approach remain true to the original work. I'm happy to provide further context or walk through specific details if needed.

This mock project reflects my real-world design process while ensuring confidentiality.

All visuals are created from scratch, but the methodology and approach remain true to the original work.

I'm happy to provide further context or walk through specific details if needed.

The Challenge

The existing way of overviewing the Company information in the platform was static and text-heavy, leading to user drop-off and poor engagement.

Different user profiles had different information needs, but the one-size-fits-all layout failed to support them.

Addressing individual feature requests and tactical CSM feedback was proving unsustainable. The experience needed a more strategic rethink. One that could serve multiple user profiles with clarity and long-term scalability.

The solution

Based on my validated hypothesis that a static, one-size-fits-all layout was failing to meet diverse user needs, I proposed a more dynamic and modular approach.

This led to the design of a customisable dashboard built with modular cards and case-specific defaults.

Giving users a quick, relevant overview while allowing deeper access to full apps when needed.

Separate blocks for different sub-personas and use-cases

Personas and

sub-personas

Even within the same role, users often need different views. Each section can start from a prebuilt template, such as HNW Client Overview, ESG Snapshot, or Fixed Income Insights, or be built from scratch as a custom set.

Advisors can add relevant cards, rename blocks, and tailor content to fit specific clients, sub-personas, or evolving workflows.

Process Highlights

01

Reframed the scope beyond feature tweaks by introducing a design hypothesis: a modular, role-aware dashboard would increase relevance and usability.

02

Conducted research synthesis, workflow mapping, and targeted interviews with financial personas to understand primary activies (Wealth, FX, IB and so on).

03

Collaborated with teams across design systems, platform, data visualisation, and core product apps to align on feasibility and patterns.

04

Designed and tested a front-end MVP to validate interaction patterns like drag-drop, resizing, and card customisation.

Workflow mapping for each financial profile to understand the task and the most relevant data and modules needed to overview.

User Interview questions for each financial profiles for understanding data needs.

Key Metrics

100%

of Wealth users successfully migrated to the redesigned dashboard, tracked and delivered under a company-wide OKR.

~75%

drop in CSM-reported issues from wealth users related to information relevance and discoverability.

~40-60%

drop in CSM-reported issues from wealth users related to data relevance and discoverability.

Strategic Outcomes

Migration completed as part of the 2023 strategic OKR to Enhance and Transform the Customer Experience, with progress tracked in Viva Goals.

Reversed prior drop-off patterns by surfacing more relevant information tied to real user workflows.

Provided Wealth users with a tailored overview experience, reducing onboarding effort and CSM intervention.

The success of the Wealth rollout helped establish a strong foundation and internal appetite to expand the modular dashboard to other financial profiles.

Next project