Project Summary

Project Summary

Key Outcomes

Key Outcomes

Brought fragmented reporting from 7 products into a single source of truth

Eliminated 84 hours of manual prep time with each data refresh

Accelerated executive decision-making by leveraging AI

Accelerated executive decision-making by leveraging AI

Delivered real-time reporting that users could trust (huge pain point)

Delivered real-time reporting that users could trust (huge pain point)

Client

Client

Top 5 Global Pharma

Top 5 Global Pharma

Timeline

Timeline

12 weeks (2023)

12 weeks (2023)

THE TEAM

THE TEAM

Product Design Lead (me)

Product Design Lead (me)

Senior Strategist

Senior Strategist

Product Manager/Analyst

Product Manager/Analyst

Senior Designer

Senior Designer

Senior UX Researcher

Senior UX Researcher

KEY DESIGN ACTIVITIES

KEY DESIGN ACTIVITIES

User Research

User Research

Co-Design Workshop

Co-Design Workshop

Concept Ideation (wireframing)

Concept Ideation (wireframing)

UI / Visual Design

UI / Visual Design

Interactive Prototyping

Interactive Prototyping

BEFORE and AFTER

BEFORE and AFTER

Mockup

Before: "Old-school" dashboard; Too granular and not optimized for an executive

Before: "Old-school" dashboard; Too granular and not optimized for an executive

Mockup

After: AI-infused executive dashboard; Role-based and personalized

After: AI-infused executive dashboard; Role-based and personalized

The Problem

There was no single place to go...
  • 4 different (and outdated) reporting platforms
  • 12 fragmented data sources
Every month, highly-paid strategists and managers spent several hours building slides. About two days of work in total.
To make matters worse, nobody could be sure they were comparing apples to apples. Confidence in the data had eroded.

The Design Process

The two biggest pain points that came from users were:
  • Lack of trust in the data
  • No context for the numbers
To tackle this, I made 5 key design decisions:

01

Tell the story behind the data

02

Be transparent with dates & sources

03

Include commentary

04

Leverage AI to explain context

05

Show correlations in the data

Mockup
Mockup
Mockup
Mockup
Mockup

Let's connect!

Let's connect!

Direct contact info

Direct contact info

919.397.4778

919.397.4778

bmarcumux@gmail.com

bmarcumux@gmail.com

Raleigh-Durham, NC

Raleigh-Durham, NC

© 2026 Brad Marcum. All Rights Reserved.

© 2026 Brad Marcum. All Rights Reserved.