Modern Treasury Payment Dashboard

Rethinking Reporting: Introducing simple data visualization to drive value

Modern Treasury set out to build a Stripe-like reporting dashboard — a 3–6 month initiative. But through user insight and lean execution, I helped ship a simpler, more impactful solution in just 4 weeks.

Role: Lead Product Designer
Team: 1 PM, 2 Engineers, myself
Timeline: 4 weeks
Stage: Post-MVP
Type: UX/UI Design, Product Strategy, Systems Thinking

🎢 The challenge

• The users were struggling to make sense of their long list of payment data from their payments page.

• Users were downloading data and manually building reports using external tools - like Excel, Tableau or Looker.

• Leadership wanted a full-fledged reporting capability like Stripe, which estimated 3-6 months engineering time

• No existing in-product data visualization infrastructure

🧐 My roles and goals

• Lead user discovery to validate what users truly needed

• Propose a lean, high-impact solution

• Lay the groundwork for future data visualization

• Partner with engineering to execute quickly and scalably

💡Insights from Users

Through quick interviews and usability testing, we learned:

• Users didn’t need full reporting — they just wanted:
  ✅ Return rate trends
  ✅ Tracking by type (e.g., vendor, category, status)

• Pain came from lack of clarity, not missing features

✨ The Solution

Instead of a new tool, I proposed surfacing the most valuable metrics directly within the existing payments page.

What I did:

• Created low-fidelity and high-fidelity mockups

• Selected a customizable charting plugin with engineers

• Designed a reusable, accessible color system for data viz

• Scoped MVP visuals that could be shipped in 4 weeks

🚀 Results & Impact

✅ ~30% engagement on the payments page (in 2 weeks)
✅ Postponed the full report building workflow— saving 3–5 months of engineering time
✅ Visualization system was reused for future product offering from the beginning - example is: the Compliance Dashboard

🌱 Lasting Contributions

• Introduced the company’s first in-product data visualizations

• Designed a reusable visualization framework

• Set a precedent for lean, user-led iteration over large speculative builds

🧠 What I Learned

• Strategic design doesn’t always mean “more” — it means focus

• User validation can shift product priorities and save months

• Investing in reusable systems pays off fast, even in early-stage products