Selected Works
Selected Works
Pendo: Custom Dashboard Templates
Pendo: Custom Dashboard Templates



Skills
User Research, Product Thinking, Wireframing, Interaction Design, Design Systems, Cross-functional Collaboration, Prototyping, Usability Testing, Enterprise UX
Role
Skills
Product Designer
User Research, Product Thinking, Wireframing, Interaction Design, Design Systems, Cross-functional Collaboration, Prototyping, Usability Testing, Enterprise UX
Role
Product Designer
Duration
10 weeks
Tools
Figma. Figjam
Tools
Figma. Figjam
Explore the Full Case Study
Includes detailed process, testing, and the final system, highlighting the key decisions behind each stage.
The Problem
Product teams lack a structured way to create and share consistent dashboards.

The Solution
New process that allows teams to save and reuse dashboards as templates.

Skills
User Research, Product Thinking, Wireframing, Interaction Design, Design Systems, Cross-functional Collaboration, Prototyping, Usability Testing, Enterprise UX
Role
Product Designer
Duration
10 weeks
Tools
Figma. Figjam
Explore the Full Case Study
Includes detailed process, testing, and the final system, highlighting the key decisions behind each stage.
Includes detailed process, testing, and the final system, highlighting the key decisions behind each stage.
Main Considerations
Research Takeaways

Permission
Defined who could create and share templates, establishing a clear approval system to maintain governance and trust
across teams.
configuration
Simplified the setup process by enabling data carry-over, reducing redundancy and improving efficiency.
PROCESS ALIGNMENT
Ensured the feature integrated seamlessly into existing workflows through intuitive onboarding and consistent
interaction patterns.
Context
Design Process
From discovery to testing, each phase focused on simplifying dashboard creation, improving collaboration, and ensuring consistency across enterprise teams.

Why this Matters
Impact
Enterprsie customers with significant investment in dashboard workflows had been consistently requesting this level of flexibility.


BUILDS TRUST
Users rely on vetted, successful templates tailored to their needs
Drives Enterprise-Scale Adoption
Templates were voted a "Must Have" by enterprise accounts like JP Morgan and ADP, reflecting high demand from large, complex organizations
Saves Time
Replace the pain of starting from scratch or duplicating with a trusted, flexible starting point
View the Full Process
Access the complete case study, including detailed process, testing, and final system decisions.

Process
Wireframe Iterations
Each flow was refined through team feedback, ensuring scalability and clarity. Early drafts focused on defining permissions, while later iterations streamlined template setup and approval.





PRODUCT DESIGN
INTERNS 2025
The Problem
Product teams lack a structured way to create and share consistent dashboards.




The Solution
New process that allows teams to save and reuse dashboards as templates.
Context
Design Process
From discovery to testing, each phase focused on simplifying dashboard creation, improving collaboration, and ensuring consistency across enterprise teams.


Context
Design Process
From discovery to testing, each phase focused on simplifying dashboard creation, improving collaboration, and ensuring consistency across enterprise teams.

Research Takeaways
Main Considerations

Permission
Defined who could create and share templates, establishing a clear approval system to maintain governance and trust across teams.
configuration
Simplified the setup process by enabling data carry-over, reducing redundancy and improving efficiency.
PROCESS ALIGNMENT
Ensured the feature integrated seamlessly into existing workflows through intuitive onboarding and consistent
interaction patterns.
Process
Wireframe Iterations
Each flow was refined through team feedback, ensuring scalability and clarity. Early drafts focused on defining permissions, while later iterations streamlined template setup and approval.

View the Full Process
Access the complete case study, including detailed process, testing, and final system decisions.

Process
Wireframe Iterations
Each flow was refined through team feedback, ensuring scalability and clarity. Early drafts focused on defining permissions, while later iterations streamlined template setup and approval.

Research Takeaways
Main Considerations
Permission
Defined who could create and share templates, establishing a clear approval system to maintain governance and trust across teams.
configuration
Simplified the setup process by enabling data carry-over, reducing redundancy and
improving efficiency.
PROCESS ALIGNMENT
Ensured the feature integrated seamlessly into existing workflows through intuitive onboarding and consistent interaction patterns.

Context
Design Process
From discovery to testing, each phase focused on simplifying dashboard creation, improving collaboration, and ensuring consistency across enterprise teams.


View the Full Process
Access the complete case study, including detailed process, testing, and final system decisions.


Process
Wireframe Iterations
Each flow was refined through team feedback, ensuring scalability and clarity. Early drafts focused on defining permissions, while later iterations streamlined template setup and approval.

View the Full Process
Access the complete case study, including detailed process, testing, and final system decisions.


Research Takeaways
Main Considerations

Permission
Defined who could create and share templates, establishing a clear approval system to maintain governance and trust across teams.
configuration
Simplified the setup process by enabling data carry-over, reducing redundancy and
improving efficiency.
PROCESS ALIGNMENT
Ensured the feature integrated seamlessly into existing workflows through intuitive onboarding and consistent interaction patterns.
Impact
Why this Matters


BUILDS TRUST
Users rely on vetted, successful templates tailored to their needs
Drives Enterprise-Scale Adoption
Templates were voted a "Must Have" by enterprise accounts like JP Morgan and ADP, reflecting high demand from large, complex organizations
Saves Time
Replace the pain of starting from scratch or duplicating with a trusted, flexible starting point
BUILDS TRUST
Users rely on vetted, successful templates tailored to their needs
Drives Enterprise-Scale Adoption
Templates were voted a "Must Have" by enterprise accounts like JP Morgan and ADP, reflecting high demand from large, complex organizations
Saves Time
Replace the pain of starting from scratch or duplicating with a trusted, flexible starting point
Impact
Why this Matters
Enterprsie customers with significant investment in dashboard workflows had been consistently requesting this level of flexibility.


Impact
Why this Matters
Enterprsie customers with significant investment in dashboard workflows had been consistently requesting this level
of flexibility.


BUILDS TRUST
Users rely on vetted, successful templates tailored to their needs
Drives Enterprise-Scale Adoption
Templates were voted a "Must Have" by enterprise accounts like JP Morgan and ADP, reflecting high demand from large, complex organizations
Saves Time
Replace the pain of starting from scratch or duplicating with a trusted, flexible starting point

DESIGN & RESEARCH TEAM

DESIGN & RESEARCH TEAM

DESIGN & RESEARCH TEAM




PRODUCT DESIGN
INTERNS 2025

PRODUCT DESIGN
INTERNS 2025



PRODUCT DESIGN
INTERNS 2025


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