Case Study
Designing an AI-Powered Decision Platform for Finance & Operations
Under Development
Client
Veltrix
Duration
3 Weeks
Role
End-to-end UI/UX Design
Platform Type
AI-integrated Web Dashboard
Scope
Research, User Flows, Wireframes, High-Fidelity UI, Design System, Handoff
An AI-powered financial dashboard displaying real-time metrics such as revenue, gross margin, and operational KPIs—designed for clarity and executive decision-making.
Project Summary
We partnered with Veltrix to design an AI-powered dashboard that helps finance and operations teams at mid-sized businesses make faster, smarter decisions. Starting from a vague concept, we led the complete UX/UI process — defining user flows, creating a modular design system, designing intuitive interfaces for non-technical users, and preparing clean developer-ready handoff files. The platform is now set up to support future AI features and real-time business intelligence.
What We Delivered
- Clear user flows and dashboard logic
- High-fidelity designs focused on KPIs, forecasting, and AI assistance
- Interactive charts and breakdown views
- Modular design system in Figma
- Dev-ready handoff with full documentation
AI-powered forecast dashboard projecting future revenue, gross margin, sales quantity, and other KPIs—enabling data-driven planning and scenario analysis
Interactive simulation interface where users can tweak variables like price, cost, demand, and inventory—watching real-time impact across financial and operational KPIs
AI-powered vendor performance dashboard showcasing real-time supplier health, risk categorization, and intelligent suggestions for alternate vendors to explore.
Dual-panel interface showcasing live AI interaction alongside real-time dashboard updates — enabling users to ask questions, receive insights, and watch the metrics respond instantly, just like a smart financial copilot.s
Why It Matters
We turned a loose concept into a full, scalable platform experience—designed for clarity, speed, and smart decisions. Built with AI flows in mind, and crafted for users who need insights, not complexity.
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