Investment Management Dashboard
Industry
Cloud Infrastructure
Project Type
Web Design
Tags
State Management
Advanced Prototyping
Role-Based UI
Role
Lead Product Designer
Timeline
1 - 2 Months
Investment Management Dashboard
Industry
Cloud Infrastructure
Role
Lead Product Designer
Project Type
Web Design
Timeline
1 - 2 Months
Tags
State Management
Advanced Prototyping
Role-Based UI
Note
This project was completed under NDA. Client details are confidential, and the data shown has been replaced with dummy content
Context
A growing cloud infrastructure company needed a dedicated portal for investors and their own dedicated manager to monitor and manage their multi millions hardware assets
Context
A growing cloud infrastructure company needed a dedicated portal for investors and their own dedicated manager to monitor and manage their multi millions hardware assets
Challenges
1
/
9
Technical Data Translation
The platform contained dense hardware and performance data, but investors needed to understand financial performance first rather than raw technical specifications
1
/
9
Technical Data Translation
The platform contained dense hardware and performance data, but investors needed to understand financial performance first rather than raw technical specifications
2
/
9
Role-Based Access Control
Investors, managers and admins required completely different levels of access, from monitoring assets to modifying and managing them
2
/
9
Role-Based Access Control
Investors, managers and admins required completely different levels of access, from monitoring assets to modifying and managing them
3
/
9
Risk-First Design
Exposing sensitive data or administrative controls to the wrong role could have serious financial and operational consequences
3
/
9
Risk-First Design
Exposing sensitive data or administrative controls to the wrong role could have serious financial and operational consequences
4
/
9
Tight Timeline
The product needed to reach a clickable investor prototype, go through feedback, then survive engineering and QA review within a compressed timeline
4
/
9
Tight Timeline
The product needed to reach a clickable investor prototype, go through feedback, then survive engineering and QA review within a compressed timeline
Solutions
5
/
9
Information Architecture
I wireframed each tab and evaluated every data point to determine what investors actually needed to see first. Financial returns and active asset counts were given the strongest visual priority
5
/
9
Information Architecture
I wireframed each tab and evaluated every data point to determine what investors actually needed to see first. Financial returns and active asset counts were given the strongest visual priority
6
/
9
safety first
I built the access system from the safest role upward. I started with the regular investor experience first, then layered admin capabilities on top. This made it easier to control what information and actions became available at each permission level
6
/
9
safety first
I built the access system from the safest role upward. I started with the regular investor experience first, then layered admin capabilities on top. This made it easier to control what information and actions became available at each permission level
7
/
9
Shadcn Framework
Rather than building a custom component system under a tight deadline, I used Shadcn as the foundation. Its predictable patterns and documentation gave the team a more reliable path to development
7
/
9
Shadcn Framework
Rather than building a custom component system under a tight deadline, I used Shadcn as the foundation. Its predictable patterns and documentation gave the team a more reliable path to development
8
/
9
Custom Data Components
I used Shadcn's existing components wherever possible, but created custom cards and layouts for specialized metrics that needed a different presentation
8
/
9
Custom Data Components
I used Shadcn's existing components wherever possible, but created custom cards and layouts for specialized metrics that needed a different presentation
9
/
9
Investor Feedback Integration
Alongside engineers, I worked closely with the investor relations manager. His understanding of investor behavior helped us improve the first iteration and reduce unnecessary feedback rounds
9
/
9
Investor Feedback Integration
Alongside engineers, I worked closely with the investor relations manager. His understanding of investor behavior helped us improve the first iteration and reduce unnecessary feedback rounds
Results
The portal was delivered within the deadline with a smooth developer handoff. Investors received a clean, ROI-first experience, while admin capabilities were properly gated and easy to understand. The resulting role-based system was secure, scalable, and ready for production use
Results
The portal was delivered within the deadline with a smooth developer handoff. Investors received a clean, ROI-first experience, while admin capabilities were properly gated and easy to understand. The resulting role-based system was secure, scalable, and ready for production use
This is great work.. I'll circulate with the team and come back with a few tweaks.. Ive also got another project for you if you are interested :)
CTO, Enterprise cloud company
