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Fintech / B2BProduct InterfacesDiscovery Sprint
From spreadsheet to dashboard in 8 weeks
Meridian Finance needed to replace a manual reporting workflow with a real-time client dashboard. We designed and built it in 8 weeks.
12s
report generation (was 4 hours)
160hrs
saved per month (analyst time)
92%
client adoption in first month
4.8/5
client satisfaction score
8wks
from kickoff to production
01 / The Problem
Meridian's client reporting was a manual process: analysts pulled data from three sources, formatted it in spreadsheets, and emailed PDF reports every Monday. The process took 4 hours per client per week. With 40+ active clients, the reporting team was underwater — and clients were asking for real-time access.
02 / Our Approach
We ran user interviews with both internal analysts and external clients. The key insight: clients didn't want raw data — they wanted three specific views: portfolio overview, risk exposure, and performance vs. benchmark. We designed around those three views with progressive disclosure for detailed data.
03 / The Solution
We built a React dashboard with real-time data connections to Meridian's existing APIs. The interface featured three primary views with drill-down capability, automated PDF export for compliance requirements, and role-based access control. The component library was built in Storybook and designed for reuse across future Meridian products.
Tech Stack
ReactTypeScriptTailwind CSSD3.jsStorybookREST APIs
“Our clients went from waiting until Monday for a PDF to having real-time access to their portfolios. The reporting team now focuses on insights instead of formatting spreadsheets.”
What’s next
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