Quality Interactive Dashboard

with AI Chatbot

The Problem

The old CDB Q&A report were static, bulky documents that users could download and manually review. They lacked interactivity and often required a data analyst to interpret.

One key issue was the main data visualization relied heavily on a pie chart that was misleading. It included too many data points and often failed to accurately reflect the underlying data.

Hospitals and institutions needed more than just an annual report. They needed real-time insights to help them make smarter decisions quickly.

The Opportunity

  • Provide real-time performance data alongside official annual reports

  • Provide data-visualization that is clearer with more accurate insights and minimizes confusion

  • Introduce tools like a “What-If” calculator for projections and scenario modeling

  • Empower non-technical users to get answers instantly via an AI chatbot

  • Deliver an engaging, easy-to-use interface that reduces dependency on analysts

Design Process

Wireframes & Prototypes: Created low- and high-fidelity designs to bring the vision to life

Collaboration: Worked closely with the project sponsor and PM to align vision → translated into designs engineers could build

Iteration: Monthly feedback sessions with a pilot group of users shaped improvements to usability and flow

Project Overview

We set out to transform the Clinical Database Experience from static Q&A reports into a modern, interactive dashboard powered by real-time data and an AI chatbot.

My role: Senior UX/UI Designer

Stakeholders: VP & SVP sponsors, project directors, managers, engineering teams, and hospital/institutional users

The Research

  • We used a mix of user interviews, analytics, Voice of Customer (VoC), and competitor analysis.

    What we learned:

    • Users were excited about projections and scenario planning

    • Simplicity was critical — many users weren’t data experts and wanted a clear, guided experience

    • Clear, accurate data visualization was just as important as access to the data itself

The Solution

We launched an interactive dashboard that included:

  • AI chatbot for natural language queries

  • What-If calculator for projections

  • Real-time data visualizations to benchmark against official reports

  • Redesigned graphs and charts that replaced misleading visuals with accurate, easy-to-interpret formats

  • Simplified interface for non-technical users

Impact & Results

  • Rolled out to a pilot group with monthly feedback sessions

  • Presented at our annual summit in Las Vegas to overwhelmingly positive feedback

  • Users reported the new dashboard felt intuitive, insightful, and empowering compared to the old static reports

Reflection

Project Challenges

This project wasn’t straightforward — it came with organizational and logistical hurdles that shaped the design process:

  • Two engineering teams were required to build the platform due to its scale. Coordinating across teams meant aligning timelines, technical approaches, and design expectations.

  • Leadership changes added uncertainty, as multiple project managers rotated during development. I had to maintain design consistency and clarity so the vision carried through despite shifting ownership.

  • Scoping the vision: The key stakeholder’s idea was much larger than what could realistically be built in one phase. I collaborated with leadership to prioritize what was achievable now while mapping a path for future-state features.

  • Knowledge gaps: When the key stakeholder left the company, valuable context was lost. To mitigate this, I documented design decisions thoroughly and worked closely with remaining stakeholders to ensure continuity.

Takeaways

While these challenges could have derailed the project, they ultimately strengthened my skills in:

  • Cross-team collaboration and aligning with multiple engineering groups and PM’s with the same goal and deadline.

  • Design leadership, ensuring continuity through shifting priorities and personnel changes.

  • Strategic thinking, balancing ambitious future-state ideas with achievable near-term solutions.