All work

Partners in Excellence

Role-aware dashboards that cascade from organization to team

Five role-based Power BI views across clinical, financial and HR data, designed to cut context switching.

Role
UX/UI designer
Scope
Technical assessment, User journeys, Dashboard design, Design guidelines
Tools
Power BI, Figma
Illustration of the cascade: an organization dashboard steps down to a department view and a team view, with a lock for role-based security and the same charts on a phone

With cross-functional stakeholders, I designed one reporting dashboard spanning clinical, financial and HR systems, built to cut the context switching between them.

How the work ran

  1. Assess

    The current state of reporting, with stakeholders.

  2. Design the cascade

    Five role-based views, from the organization down to teams.

  3. Set guidelines

    Chart guidelines for desktop and mobile.

1Assess

With stakeholders, I assessed the current state and designed a future-state framework for the dashboard.

2Design the cascade

I architected a “cascade of granularity”: five role-based views that run from the whole organization down to individual teams, aligned with row-level security so each person sees what their role allows.

The organization view, shown as a wireframe.

3Set guidelines

I set chart guidelines for desktop and mobile, so every view reads the same way.

More dashboard viewsMore of the dashboard views.Password required