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Scotiabank

Dashboard design for bank executives

A hands on workshop giving Scotiabank teams the UX methods behind executive dashboards that support quick, confident decisions.

ProductDesign
Scotiabank — Dashboard design for bank executives
Role
Workshop designer & facilitator
Industry
Financial services
Disciplines
Product, Design

Challenge

Scotiabank's teams were building dashboards for executives that carried plenty of data but suffered from clarity and usability problems, slowing quick, confident decision making. The bank wanted UX methods its people could apply immediately.

Approach

We designed and facilitated a hands on, single day workshop: a morning of UX fundamentals and dashboard design best practices, then an afternoon applying those concepts to an active project, prototyping improvements and testing new approaches in real time.

Results

Participants left with practical improvements ready to deploy on a live project, plus repeatable UX frameworks the team could keep using.

Impact

Working on real work made the training stick: the deliverables shipped, and the frameworks created a ripple effect in dashboard usability across the organization.

Start

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