Impact & Funding Platform UI Design
Year
2025
Service
Dashboard design
This case study documents a real project that was paused when the client shifted development in-house.
I designed the UI for a platform that helps organizations manage portfolios and projects, track funding, and measure impact. Deliverables included high-fidelity screens, responsive layouts, user flows, and light/dark mode variants.
Project goal
Design high-fidelity screens, responsive layouts, user flows, and light/dark mode variants
Challenge & Issue
The existing screens were not intuitive. The main challenge was simplifying complex data (financial metrics, impact outcomes, portfolio rollups) into a clear, task-focused experience. The product was also mid-development, so I needed to identify the core user tasks and essential information each screen must support
Solution
I created an optimized sitemap and user flows that prioritized essential actions and minimized cognitive load. These artifacts guided design decisions and ensured each screen clearly supported its primary user goals.
New design & Feature
Delivered high-fidelity designs and interaction specifications for the core modules:
Home / Dashboard — portfolio overview and quick actions.
Portfolio Management — aggregated funding, impact KPIs, and project lists.
Project Workspace — reporting, data collection, and progress tracking.
AI-assisted Insights — contextual suggestions and metric explanations (prototype concept).
Each screen includes responsive states and light/dark mode variants to ensure consistency across contexts.
