All work
SaaS · UX/UI Design · Data Visualization

VitalSigns
Survey Intelligence.

Designing the enterprise survey intelligence platform used by hundreds of clients to understand customer sentiment — from a blank canvas to a mature product system.

UX ResearchInformation ArchitectureUI DesignDesign SystemsData VisualizationFigma
Company
Bizrate Insights
My role
Executive Director of UX
Deliverables
End-to-end UX, design system, data viz framework
Timeline
2019 – Present
VitalSigns dashboard
01
Overview

VitalSigns is Bizrate Insights' flagship enterprise SaaS product — a dashboard that helps hundreds of retail and e-commerce brands understand what their customers are saying through post-purchase surveys and sentiment analysis.

When I joined as the founding UX director, the product had no design system, no research practice, and a UI that had grown organically without direction. I built all of that from scratch — and kept building as the product and team evolved over six years.

01b
Design process
Understand
Understand the requirements
Interviews & surveys
Research
Competitive analysis
Affinity mappings
Sketch
Wireframing
User flows
Design
Create prototype
High-fidelity mock-ups
Implement
Implement functionality
Create experiences
Evaluate
Perform usability testing
Analyze the improvements
02
The challenge

Enterprise clients were generating enormous survey data — but the existing interface made it difficult to surface meaningful insights quickly. Dashboards were dense, inconsistent, and required significant training to interpret.

The core challenge: how do you design for data complexity without overwhelming the user? Clients ranged from sophisticated analysts to marketing directors who needed a story at a glance.

There was also no design system in place — every new feature was designed in isolation, creating visual inconsistency and slowing development.

I needed to ship a better product today while building infrastructure for a better product tomorrow.

03
Process
1
Discovery & audit
Full audit of the existing product — every screen, pattern, inconsistency. Stakeholder interviews with the product team and client-facing staff to understand pain points.
2
User research
Moderated usability sessions with enterprise clients across sophistication levels. Built journey maps identifying where the product was losing users and where clarity gaps existed.
3
Design system foundation
Built a component library in Figma — typography, color, spacing, data visualization tokens, and interactive states. Became the shared language between design and engineering.
4
Information architecture
Restructured the product IA to support multiple user mental models — executive summary view plus analyst drill-down — with progressive disclosure throughout.
5
Iteration & validation
Ongoing A/B tests, usability sessions, and a quarterly design review cycle. Built a feedback loop from the client success team directly into the design backlog.
UX design session at the whiteboard

Working through information architecture and brand positioning with the team.

"The hardest part wasn't designing the dashboard. It was designing for two completely different users at once."
03b
Information architecture
VitalSigns information architecture diagram

The VitalSigns information architecture — mapping the full product hierarchy from login through tiered data access.

04
The solution

The redesigned VitalSigns introduced a layered dashboard architecture — a summary view with clear KPI signals at the top, and progressive detail available on demand. A decision-maker can get the story in 30 seconds. An analyst can spend an hour in the data. Both feel intentional.

The data visualization framework standardized how survey data is presented across all views — consistent chart types, color encoding for sentiment, and annotation patterns that put context alongside the numbers.

The design system gave engineering a shared vocabulary and cut the time from design to dev significantly — all documented in Figma and accessible to the full team.

VitalSigns Overall Metrics dashboard on desktop

The redesigned VitalSigns Overall Metrics view — clean navigation, at-a-glance KPIs, and drill-down detail on demand.

VitalSigns dashboard on iPad

VitalSigns Home dashboard on iPad — real-time survey data, NPS gauge, comment topics, and device distribution at a glance.

05
Outcomes
500+
Enterprise clients using the platform
6+
Years of continuous iteration
Significant reduction in client support tickets after redesign

Beyond the metrics, the most meaningful outcome was establishing design as a core function at Bizrate Insights. What started as a single designer with no process became a design organization with systems, a research practice, and a shared standard of craft.

Next project
Bizrate Insights Corporate Site