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Dashboard

Vertex Dashboard

An operations dashboard and workshop narrative for a B2B team replacing spreadsheet-based reporting.

Client
Vertex Operations
Year
2025
Type
Dashboard
Role
Product discovery
Team workshop in a bright brick office

Services

  • Product discovery
  • Dashboard UX
  • Design system
  • Frontend prototype

Challenge

Vertex had scattered reports across spreadsheets, tools, and weekly meetings. Leaders needed one reliable operating view.

Approach

We ran stakeholder workshops, defined the metric hierarchy, and prototyped a dashboard that separated daily action from executive reporting.

Outcome

Vertex gained a clearer operating rhythm and a frontend prototype ready for engineering handoff.

-11h

Weekly reporting time

7

Teams aligned

24

Dashboard components

Project scenes

Inside the work

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Team workshop around a whiteboardAnalytics dashboard on a laptop screen

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