CoreSight
A SaaS Data Analysis Platform to empower data-driven decisions for business leaders of a US-based startup.
The Challenge
The Challenge
Create a SaaS platform that makes it easy for business stakeholders and non-technical users to access and manage dashboards, reports and workspaces. These users often struggle with complex softwares while performing actions like data querying.
Create a SaaS platform that makes it easy for business stakeholders and non-technical users to access and manage dashboards, reports and workspaces. These users often struggle with complex softwares while performing actions like data querying.
My Role as CoreSight's UI Designer
My Role as CoreSight's UI Designer
I served as the architect of the product's visual experience, focused on solving the usability challenge inherent in complex data tools. My work directly addressed information overload by defining a clear visual hierarchy and developing a component-based design language for the platform.
I served as the architect of the product's visual experience, focused on solving the usability challenge inherent in complex data tools. My work directly addressed information overload by defining a clear visual hierarchy and developing a component-based design language for the platform.
Design Strategy
Optimizing for Clarity and Trust
Since the final product had to handle dense, complex information (data, reports), the design strategy was focused on two outcomes: high signal-to-noise ratio and establishing user trust.
Target User Profile
While full-scale research was out of scope, I based the design decisions on two key user archetypes common to B2B data platforms:
The Analyst
(Frequent User)
Core Need :
Efficiency, Precision, Customization.
Design Implication :
Requires dense data views, powerful filters, and immediate access to creation tools.
The Executive
The Executive
(Infrequent User)
Core Need :
Quick Answers, High-level summaries, Clarity.
Design Implication :
Needs simple navigation, scannable dashboards, and conversational access to data.
The Core User Flow
In traditional BI tools, creating a report is a multi-step, technical process involving data joining, filtering and visualization mapping. For Coresight AI, I designed a flow that prioritizes natural language entry as the shortcut to complex reporting.
The Three-Pillar Architecture
To maintain a clean mental model for the user, I structured the "Create" experience into three distinct architectural layers:
The Intent (Entry): Accessed via the "Home/Create" hub, users select their desired output (Workspace, Dashboard, or Report).
The Intelligence (CorePilot): Users are met with a conversational interface. This allows them to define the report’s scope by simply asking, "Show me churn rates by region for Q3."
The Integration (Data): Behind the scenes, the "Data" tab serves as the foundation, where sources are pre-connected and indexed, ensuring the AI has a "source of truth" to pull from.
In traditional BI tools, creating a report is a multi-step, technical process involving data joining, filtering and visualization mapping. For Coresight AI, I designed a flow that prioritizes natural language entry as the shortcut to complex reporting.
The Three-Pillar Architecture
To maintain a clean mental model for the user, I structured the "Create" experience into three distinct architectural layers:
The Intent (Entry): Accessed via the "Home/Create" hub, users select their desired output (Workspace, Dashboard, or Report).
The Intelligence (CorePilot): Users are met with a conversational interface. This allows them to define the report’s scope by simply asking, "Show me churn rates by region for Q3."
The Integration (Data): Behind the scenes, the "Data" tab serves as the foundation, where sources are pre-connected and indexed, ensuring the AI has a "source of truth" to pull from.
In traditional BI tools, creating a report is a multi-step, technical process involving data joining, filtering and visualization mapping. For Coresight AI, I designed a flow that prioritizes natural language entry as the shortcut to complex reporting.
The Three-Pillar Architecture
To maintain a clean mental model for the user, I structured the "Create" experience into three distinct architectural layers:
The Intent (Entry): Accessed via the "Home/Create" hub, users select their desired output (Workspace, Dashboard, or Report).
The Intelligence (CorePilot): Users are met with a conversational interface. This allows them to define the report’s scope by simply asking, "Show me churn rates by region for Q3."
The Integration (Data): Behind the scenes, the "Data" tab serves as the foundation, where sources are pre-connected and indexed, ensuring the AI has a "source of truth" to pull from.
User Flow Mapping
CoreSight
A SaaS Data Analysis Platform to empower data-driven decisions for business leaders.
CoreSight
A SaaS Data Analysis Platform to empower data-driven decisions for business leaders.
Execution
UI and Interaction Design
The Dashboard & Workspaces
The Dashboard & Workspaces
The aim was balancing powerful functionality with simplicity. The solution focused on a high information-density, yet easily scannable, layout.
Information Hierarchy: I designed a consistent, three-tier hierarchy using clear typographic scale and separation. This ensured data visualizations received primary focus, while controls (filters, actions) were secondary but always accessible.
Grid and Modularity: The dashboard utilized a modular grid system. This technical choice allows for flexibility in widget arrangement (Analyst need) and ensures reports remain responsive and scannable across various screen sizes (Executive need).
The aim was balancing powerful functionality with simplicity. The solution focused on a high information-density, yet easily scannable, layout.
Information Hierarchy: I designed a consistent, three-tier hierarchy using clear typographic scale and separation. This ensured data visualizations received primary focus, while controls (filters, actions) were secondary but always accessible.
Grid and Modularity: The dashboard utilized a modular grid system. This technical choice allows for flexibility in widget arrangement (Analyst need) and ensures reports remain responsive and scannable across various screen sizes (Executive need).
The aim was balancing powerful functionality with simplicity. The solution focused on a high information-density, yet easily scannable, layout.
Information Hierarchy: I designed a consistent, three-tier hierarchy using clear typographic scale and separation. This ensured data visualizations received primary focus, while controls (filters, actions) were secondary but always accessible.
Grid and Modularity: The dashboard utilized a modular grid system. This technical choice allows for flexibility in widget arrangement (Analyst need) and ensures reports remain responsive and scannable across various screen sizes (Executive need).
The Hero Feature: Ask CorePilot
The Hero Feature: Ask CorePilot
The conversational AI assistant, "Ask CorePilot," is the key differentiator and required specific interaction design consideration to foster usability.
UX Rationale for Conversational UI: The feature was placed in a dedicated, distinct module to clearly communicate the shift from traditional UI interaction (clicking, filtering) to conversational querying.
Prompt Guidance: I implemented context-aware prompt suggestions at the base of the input field. This lowers the barrier to entry, guiding non-technical users to ask better, more effective questions.
The conversational AI assistant, "Ask CorePilot," is the key differentiator and required specific interaction design consideration to foster usability.
UX Rationale for Conversational UI: The feature was placed in a dedicated, distinct module to clearly communicate the shift from traditional UI interaction (clicking, filtering) to conversational querying.
Prompt Guidance: I implemented context-aware prompt suggestions at the base of the input field. This lowers the barrier to entry, guiding non-technical users to ask better, more effective questions.
The conversational AI assistant, "Ask CorePilot," is the key differentiator and required specific interaction design consideration to foster usability.
UX Rationale for Conversational UI: The feature was placed in a dedicated, distinct module to clearly communicate the shift from traditional UI interaction (clicking, filtering) to conversational querying.
Prompt Guidance: I implemented context-aware prompt suggestions at the base of the input field. This lowers the barrier to entry, guiding non-technical users to ask better, more effective questions.
System Foundation: Style and Component Basics
To guarantee the SaaS platform could be efficiently built and scaled by the development team, I established the foundation of the design system.
Visual Trust: Given the product's focus on data accuracy, the visual aesthetic needed to be sober and professional. I employed a clean, minimalist typography and a cool-toned palette with a singular, high-contrast accent color to highlight critical actions and data points.
Component Inventory: I designed the basic states for core elements: buttons (primary/secondary/tertiary), input fields (active/error/disabled), and standardized data card structures.
To guarantee the SaaS platform could be efficiently built and scaled by the development team, I established the foundation of the design system.
Visual Trust: Given the product's focus on data accuracy, the visual aesthetic needed to be sober and professional. I employed a clean, minimalist typography and a cool-toned palette with a singular, high-contrast accent color to highlight critical actions and data points.
Component Inventory: I designed the basic states for core elements: buttons (primary/secondary/tertiary), input fields (active/error/disabled), and standardized data card structures.
Project Wrap-Up
Project Wrap-Up
Outcome and Reflection
This project successfully established the functional and visual framework for a complex SaaS application. My designs demonstrated that an intuitive, professional interface can be achieved even when dealing with dense analytical data and a novel conversational AI feature.
Reflecting on the Impact
Integrated a novel conversational AI feature, "Ask CorePilot," into a professional enterprise environment.
Balanced the conflicting needs of the user base by providing the power required by analysts and the simplicity demanded by executives.
Leveraged modular architecture and a clear visual hierarchy to manage information density and streamline the user experience.
Project Wrap-Up
Outcome and Reflection
This project successfully established the functional and visual framework for a complex SaaS application. My designs demonstrated that an intuitive, professional interface can be achieved even when dealing with dense analytical data and a novel conversational AI feature.
Reflecting on the Impact
Integrated a novel conversational AI feature, "Ask CorePilot," into a professional enterprise environment.
Balanced the conflicting needs of the user base by providing the power required by analysts and the simplicity demanded by executives.
Leveraged modular architecture and a clear visual hierarchy to manage information density and streamline the user experience.