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My Role
Design Strategy
Collaboration
Prototyping
Problem Solution
Wireframes
Visual Design
Competitive Analysis
User Flow
Information Architecture
User Research
User Persona
Usability Testing
Target Audience

VGS clients, such as:
Client Account Managers
Risk Analysts
Technical Administrators
Operation & Support teams

The Approach

As the Senior Product Designer, I led a user-centered design approach grounded in close collaboration with stakeholders, aligning business goals with user needs. I translated complex credential data requirements into intuitive UI designs, using wireframes, prototypes, and stakeholder feedback to ensure clarity, scalability, and usability across the dashboard experience.

Product Styles

Source Sans Pro Regular

Source Sans Pro Bold

Averta Regular

Averta Bold

Typography

We chose Source Sans Pro and Averta to balance clarity, professionalism, and modernity in the CMP Dashboard. Source Sans Pro offers high legibility and a neutral tone, making it ideal for data-heavy content and detailed views. Averta adds a clean, approachable feel with its geometric shapes, creating a clear visual hierarchy and reinforcing the dashboard’s structured, user-friendly design.

Source Sans Pro

Averta

Colors

Primary Brand Color

#A300CC

Secondary Color

#FDF5FF

Accent Color

#F7F9FC

Text Color

#343434

Surface Color

#FFFFFF

image 304

A scalable, self-serve dashboard to help VGS clients manage, monitor, and make sense of complex credential data across services

CMP Dashboard

Senior Product Designer
The Solution

The CMP Dashboard provides a centralized, intuitive interface that enables clients to view, filter, and manage their credential data across VGS services—improving visibility, control, and operational efficiency.

Clients had no centralized, user-friendly way to view, manage, or understand their credential data across VGS services, resulting in limited visibility, inefficiencies, and reliance on support teams.

Problem Statement
Define Phase

User Personas

Sarah Williams

Ellipse 91

Age

38

Experience

10+ years in operations, managing teams and overseeing complex data workflows in fintech

Occupation

Senior operations manager

Location

Columbus, Ohio

Goals

Ensure seamless management and oversight of card and credential data across various systems and accounts within her organization.

Pain points

Difficulty in managing a large number of card accounts across multiple services and products.
Lack of visibility into real-time data or performance metrics on card transactions.
High volume of support inquiries due to unclear or inaccessible data.

Needs

A user-friendly dashboard that consolidates all card data in one view.
Real-time tracking of card performance metrics (active/inactive cards, card updates).
Tools for managing card data (updates, tokenization, and expiration dates).
Easy-to-navigate interface for managing user roles and access.

John Anderson

Ellipse 91

Age

29

Experience

7 years in client relations and sales within the tech industry

Occupation

Account executive

Location

Austin, Texas

Goals

Facilitate the onboarding of new clients, ensuring they are able to manage card data and services effectively.

Pain points

Clients often struggle to understand the nuances of card data.
Lack of centralized visibility for card performance or transaction anomalies.
Difficulty in resolving issues quickly without real-time insight into client card data.

Needs

A simple, clear interface that allows quick access to card data for troubleshooting.
Real-time metrics on card status, usage, and performance.
The ability to toggle between test and live environments (Sandbox and Production).
Tools for managing clients' card data, including updates, account information, and status changes.

MacBook #01
MacBook Air (2022)
MacBook #13
Example User Flow

Filter Credentials by Service Status

Log in to CMP
Navigate to payment credentials
Filter dropdown
Selects “Network token: active”
Selects “Account updater: failed”
Displays filtered results
Exports data

Edit Personal Information

Log in to CMP
Clicks avatar icon in top right
Selects “User Profile” from dropdown
Edits phone number under “General” tab
Clicks “Update”
Success toast message appears
Visual Design
image 305

User can edit their personal information

Profile

Tags tell the user what time frame the data is being pulled from

Tags
Dropdown
Side navigation
Graphs
Metric tiles

This displays relevant account data to the user

This allows users to switch between organizatrions

Allows user to navigate between pages

Graphs display relevant trend data to the user

image 306

This CTA allows the user to invite other users to their organization by email

Invite user

Table allows users to view other users in their organization

Manage users table
Search bar

User can search through other users by name/email or filter by role

image 307

Accordion collapses information for the user to expand as needed

Accordion

Displays to the user that NT/AU is active

Active tag

User can toggle between live and sandbox accounts

Live/Sandbox toggle

Thank you for your time :)

Please feel free to contact me with questions, concerns, or advice.

Design Thinking

To tackle the complexity of the CMP Dashboard, we applied a design thinking approach to ensure we were solving the right problems for the right users. This began with empathizing with client pain points through stakeholder interviews and reviewing existing client interviews to uncover recurring themes around visibility and data fragmentation. I then worked with product and engineering to define clear user needs—such as the ability to search, filter, and drill into credential-level details.
During the ideation phase, I explored multiple layouts and interaction models, balancing technical feasibility with usability.

Define

User Persona
User Jouney Map
Goal Statement

Ideate

Brainstorming
Service Blueprint
User Flow

Design

Low-Fidelity Wireframes
High-Fidelity Wireframes
Prototype
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