BoardInsight Dashboard Desktop Screen

BoardInsight Dashboard

Empowering Company Secretaries to streamline board governance and ensure compliance.

Web Application  |  Product Redesign

 Read Case Study

Project Introduction

As part of a software suite for board management, I was tasked with redesigning the Analytics Dashboard module, tracking board performance, providing key metrics and insights, and ensuring compliance.

Project Details

The Problem

Effective board governance requires constant monitoring to ensure performance, compliance, and operational efficiency. For company secretaries, success depends on accurate record-keeping, clear communication, and meeting compliance targets, but these tasks are often slowed by outdated manual processes. The existing dashboard at BoardInsight failed to support these needs, offering unstructured data with limited filters and features. Without intuitive tools to explore key metrics or drill down into actionable insights, users were left overwhelmed and unable to efficiently track performance.

The Solution

I redesigned the Analytics Dashboard to simplify data presentation, making it easier for company secretaries to monitor governance and compliance. The solution logically partitioned datasets to reduce overwhelm, introduced filtering and drill-down tools for deeper analysis, and prioritised user-friendly workflows to help users quickly find the information they needed for compliance purposes.

Finished Product

Analytics Home

The Analytics Home provides a comprehensive overview of board actions, agendas, meetings, and their trends. This functionality allows company secretaries and chairmen to easily monitor and assess key metrics at a glance.

Analytics Home

The Analytics Home provides a comprehensive overview of board actions, agendas, meetings, and their trends. This functionality allows company secretaries and chairmen to easily monitor and assess key metrics at a glance.

Flexible Filtering & Customisation

Advanced filtering and customisation options empower users to tailor their dashboard views by time periods, data categories, or display preferences - helping them focus on the metrics that matter most.

Deep-dive Into Data

The "View Data" button at the bottom of a graph allows company secretaries and chairmen to access the detailed data behind the displayed graphs. This enables them to create more nuanced insights based on specific information related to board activities.

Deep-dive Into Data

The "View Data" button at the bottom of a graph allows company secretaries and chairmen to access the detailed data behind the displayed graphs. This enables them to create more nuanced insights based on specific information related to board activities.

Custom Graph Creation

The Create Custom Graphs feature empowers company secretaries and chairmen to design tailored graphs from specific data sets relevant to their needs, facilitating easy analysis of bespoke metrics.

Weekly Report

Weekly reports offer a quick snapshot of key board metrics and activities. CoSecs receive reminders to view these reports through system notifications and email, encouraging them to stay engaged with the platform and make informed decisions based on the latest insights.

Weekly Report

Weekly reports offer a quick snapshot of key board metrics and activities. CoSecs receive reminders to view these reports through system notifications and email, encouraging them to stay engaged with the platform and make informed decisions based on the latest insights.

Interactive Prototype

Explore how BoardInsight empowers company secretaries with real-time insights and actionable data in this interactive prototype.

Next Case Study: KeyTrust Test System

Flourish website shown on screen
 View Case Study