Blackline Systems: Product Suite Design

Product Suite Design & Design System Creation

Studio 360 Visualize

Financial Close Product Dashboards Design Project

  • Conducted user research studies on KPI metrics and dashboard color palettes preferred by different customers and roles.
  • Home Dashboard Design, with role-based customization, and the design of:
  • Financial Close Dashboards, 
  • Power BI Product Dashboards Styling & Mgmt Workflow Screens,
  • Journals Risk Analyzer Rule-Builder and Dashboard Panel.

Research & Design

Phase 1: KPI Customer Needs Research & Content User Priorities Survey

  • User Research Method: Contextual Inquiry and KPI Design Comparison; Conference Survey with Content Widget Demonstration
  • Participants: 3 Early Adopters -Manager, Preparer, and Reviewer roles and 3 BL Implementation Partners

Phase 2: Color Palette Research 

Data Import Error Resolution workflow and Data Integration Configuration Setup were both redesigned and tested with customers.

  • User Research Method: Contextual Inquiry DB color palette comparison
  • Participants: 3 Early Adopters -Manager, Preparer, and Reviewer roles and 3 BL Implementation Partners

Financial Close Operations Dashboards

Studio 360 Visualize: Product Dashboards Management Workflow Design

Studio 360 Visualize: Journals Risk Analyzer Dashboard & Rules Engine

Platform Summary User Dashboard Homepage

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