Feature Focus -
Dashboard
Feature Focus
Dashboard
Solving user friction in tracking and managing portfolio activity
Solving user friction in tracking and managing portfolio activity
Ensuro is a blockchain-based, licensed (re)insurance company that aims to make insurance more accessible to the public, allowing anyone to invest in insurance risk and benefit from it.
My experience as an Ensuro user informed my design decisions
This solo project, part of my DesignLab bootcamp, involved designing and adding a new feature to the Ensuro website. I handled everything from identifying the problem to UX research, visual design, and prototyping.
Ensuro is a blockchain-based, licensed (re)insurance company that aims to make insurance more accessible to the public, allowing anyone to invest in insurance risk and benefit from it.
My experience as an Ensuro user informed my design decisions
This solo project, part of my DesignLab bootcamp, involved designing and adding a new feature to the Ensuro website. I handled everything from identifying the problem to UX research, visual design, and prototyping.
Role
Role
UX/UI designer, responsible for research, design, and prototyping
UX/UI designer, responsible for research, design, and prototyping
Goal
Goal
To improve the user experience by creating a dashboard for better investment tracking
To improve the user experience by creating a dashboard for better investment tracking
Problem
Problem
Lack of a visible dashboard for investors to track their funds
Lack of a visible dashboard for investors to track their funds
Duration
Duration
5 weeks
5 weeks
Dashboard page
Dashboard page
Investing on Ensuro:
The Challenge of Tracking Investments
Investing on Ensuro:
The Challenge of Tracking Investments
While Ensuro attracts investors with its high APY, intuitive deposit features, and explanatory videos, managing investments can be challenging due to unclear navigation and limited visibility. During a user interview, Lulu, a frequent Ensuro investor, shared a common frustration:
While Ensuro attracts investors with its high APY, intuitive deposit features, and explanatory videos, managing investments can be challenging due to unclear navigation and limited visibility. During a user interview, Lulu, a frequent Ensuro investor, shared a common frustration:
“Every time I log in, I have to click through multiple pools just to remember where my money is. I wish there was a simple way to see all my investments in one place.”
“Every time I log in, I have to click through multiple pools just to remember where my money is. I wish there was a simple way to see all my investments in one place.”
This gap in visibility makes it harder for investors to stay on top of their portfolios, reducing confidence in the platform’s usability. Through user interviews, I identified the following pain points:
Difficulty finding detailed investment performance data.
Lack of clear navigation to switch between different risk pools.
No consolidated view of all investments in one place.
This gap in visibility makes it harder for investors to stay on top of their portfolios, reducing confidence in the platform’s usability. Through user interviews, I identified the following pain points:
Difficulty finding detailed investment performance data.
Lack of clear navigation to switch between different risk pools.
No consolidated view of all investments in one place.
On the current Ensuro interface, users must click through each pool to view their investments.
There is no instant portfolio overview.
On the current Ensuro interface, users must click through each pool to view their investments.
There is no instant portfolio overview.
Investing in which pool
Investing in which pool
Beyond tracking, several users found it difficult to understand the pools themselves. Ensuro uses terms like “junior tranche” or “risk partner” without enough context, making pool selection intimidating—especially for new users in crypto or decentralized finance.
Beyond tracking, several users found it difficult to understand the pools themselves. Ensuro uses terms like “junior tranche” or “risk partner” without enough context, making pool selection intimidating—especially for new users in crypto or decentralized finance.
One user noted:
“I didn’t really know what those charts meant. I just guessed.”
One user noted:
“I didn’t really know what those charts meant. I just guessed.”
This lack of clarity can lead to uninformed investment decisions.
This lack of clarity can lead to uninformed investment decisions.
The System’s Limitations
The System’s Limitations
Ensuro allows users to invest in individual pools, but once connected, there’s no centralized view of their portfolio. Users must manually click into each pool to see where their funds are allocated, which becomes frustrating—especially for those managing multiple investments or checking in occasionally.
Ensuro allows users to invest in individual pools, but once connected, there’s no centralized view of their portfolio. Users must manually click into each pool to see where their funds are allocated, which becomes frustrating—especially for those managing multiple investments or checking in occasionally.
Lulu highlighted:
“By the time I click, the pool list reorders itself, and I end up clicking on the wrong pool.”
Lulu highlighted:
“By the time I click, the pool list reorders itself, and I end up clicking on the wrong pool.”
Reporting for Tax Purposes
Reporting for Tax Purposes
There is no individual view for users to see their historical transactions in one place, making it difficult to track earnings or prepare for tax obligations.
There is no individual view for users to see their historical transactions in one place, making it difficult to track earnings or prepare for tax obligations.
John emphasized:
“I’d like a personal report to download… for tax purposes.”
John emphasized:
“I’d like a personal report to download… for tax purposes.”
Research
Research
To understand Ensuro’s user experience, I interviewed three investors—Lulu, Mario, and Nicolas—and recorded their feedback to identify patterns in their needs and frustrations.
I organized their feedback into an affinity map, grouping insights into five categories: user habits, difficulties, tracking methods, suggestions, and current strengths.
To understand Ensuro’s user experience, I interviewed three investors—Lulu, Mario, and Nicolas—and recorded their feedback to identify patterns in their needs and frustrations.
I organized their feedback into an affinity map, grouping insights into five categories: user habits, difficulties, tracking methods, suggestions, and current strengths.
Lulu
Lulu
A frequent Ensuro investor who logs in 1-2 times a month to check his position, deposit salary, or withdraw funds. She tracks investments using a personal spreadsheet due to Ensuro’s lack of clear reporting and is frustrated with the pool list reordering, desiring a simplified dashboard and better data presentation.
A frequent Ensuro investor who logs in 1-2 times a month to check his position, deposit salary, or withdraw funds. She tracks investments using a personal spreadsheet due to Ensuro’s lack of clear reporting and is frustrated with the pool list reordering, desiring a simplified dashboard and better data presentation.
A frequent Ensuro investor who logs in 1-2 times a month to check his position, deposit salary, or withdraw funds. She tracks investments using a personal spreadsheet due to Ensuro’s lack of clear reporting and is frustrated with the pool list reordering, desiring a simplified dashboard and better data presentation.
Nico
Nico
Logs in infrequently to check if his funds are still there, finding the platform easy to navigate but hard to understand (e.g., charts, “risk partners”). He suggests a clearer personal dashboard to track invested pools.
Logs in infrequently to check if his funds are still there, finding the platform easy to navigate but hard to understand (e.g., charts, “risk partners”). He suggests a clearer personal dashboard to track invested pools.
Logs in infrequently to check if his funds are still there, finding the platform easy to navigate but hard to understand (e.g., charts, “risk partners”). He suggests a clearer personal dashboard to track invested pools.
John
John
Logs in monthly to manage investments, finding Ensuro easy to use but wanting clearer communication about changes (e.g., secondary market transition). He tracks investments manually across platforms and desires a consolidated view and tax reporting tools.
Logs in monthly to manage investments, finding Ensuro easy to use but wanting clearer communication about changes (e.g., secondary market transition). He tracks investments manually across platforms and desires a consolidated view and tax reporting tools.
Logs in monthly to manage investments, finding Ensuro easy to use but wanting clearer communication about changes (e.g., secondary market transition). He tracks investments manually across platforms and desires a consolidated view and tax reporting tools.
COMPETITOR ANALYSIS
COMPETITOR ANALYSIS
I did the competitor analysis focused on specific user profile features (Dashboard, Portfolio, My Account). I try to compare the functional aspects directly.
I did the competitor analysis focused on specific user profile features (Dashboard, Portfolio, My Account). I try to compare the functional aspects directly.
Affinity map
Affinity map
The affinity map revealed why users appreciate certain features and highlighted areas where Ensuro falls short, such as the need for a comprehensive overview.
I think Ensuro might need a place for users to overview their overall positions and more trading data, even adding an export feature
The affinity map revealed why users appreciate certain features and highlighted areas where Ensuro falls short, such as the need for a comprehensive overview.
I think Ensuro might need a place for users to overview their overall positions and more trading data, even adding an export feature
The research uncovered key insights
The research uncovered key insights
Users like Lulu and John log in monthly to deposit or withdraw but face navigation issues, such as the pool list reordering (e.g., “By the time I click, it reorders itself” – Lulu).
Users like Lulu and John log in monthly to deposit or withdraw but face navigation issues, such as the pool list reordering (e.g., “By the time I click, it reorders itself” – Lulu).
Users experience tracking struggles, relying on manual tools like spreadsheets due to poor visibility (e.g., “I track everything in my own spreadsheet” – Lulu).
Users experience tracking struggles, relying on manual tools like spreadsheets due to poor visibility (e.g., “I track everything in my own spreadsheet” – Lulu).
Reporting Gaps: Mario and others want exportable reports for taxes (e.g., “A personal report… for tax purposes” – John).
Reporting Gaps: Mario and others want exportable reports for taxes (e.g., “A personal report… for tax purposes” – John).
Strengths: Deposit/withdrawal ease and the explanatory video are valued (e.g., “The company video… is very helpful” – John).
Strengths: Deposit/withdrawal ease and the explanatory video are valued (e.g., “The company video… is very helpful” – John).
Problem Statement
Problem Statement
(POV)
I would like to help users manage their investments across multiple pools in one place, so they can view and track their financial positions without hassle.
I would like to help users find a simple way to organize and access transaction details for tax purposes, minimizing the effort needed to file documents accurately.
(POV)
I would like to help users manage their investments across multiple pools in one place, so they can view and track their financial positions without hassle.
I would like to help users find a simple way to organize and access transaction details for tax purposes, minimizing the effort needed to file documents accurately.
(HMW)
How might we design a dashboard to simplify tracking investments across pools?
How might we provide an easy way for users to view and download their transaction history for tax purposes?
(HMW)
How might we design a dashboard to simplify tracking investments across pools?
How might we provide an easy way for users to view and download their transaction history for tax purposes?
Personas
Personas
I created two personas who represent completely different groups of people, yet they share similar pain points and are looking for the same solution.
I created two personas who represent completely different groups of people, yet they share similar pain points and are looking for the same solution.
Project Goal
Project Goal
To tackle these challenges, I propose
To tackle these challenges, I propose
A personal dashboard to provide a centralized view of invested pools, balances, and performance, with exportable reports for tax purposes.
A personal dashboard to provide a centralized view of invested pools, balances, and performance, with exportable reports for tax purposes.
Feature Roadmap
Feature Roadmap
Must have
Must have
Must have
Overall performance summary
Overview of investing pools
Individual pool view
Personal transaction history
Personal dashboard
Overall performance summary
Overview of investing pools
Individual pool view
Personal transaction history
Personal dashboard
Overall performance summary
Overview of investing pools
Individual pool view
Personal transaction history
Personal dashboard
Nice to have
Nice to have
Nice to have
Investment allocation visualization
Export transactions button feature
Personal portfolio historical charts
Investment allocation visualization
Export transactions button feature
Personal portfolio historical charts
Investment allocation visualization
Export transactions button feature
Personal portfolio historical charts
Surprising and delightful
Surprising and delightful
Surprising & delightful
Direct action in personal dashboard
Push notifications for major changes in investment performance
1-click bundle pool investment
Direct action in personal dashboard
Push notifications for major changes in investment performance
1-click bundle pool investment
Direct action in personal dashboard
Push notifications for major changes in investment performance
1-click bundle pool investment
Can come later
Can come later
Can come later
Responsive mobile design
Refined terminology
Customizable dashboard
Pool analytics
Responsive mobile design
Refined terminology
Customizable dashboard
Pool analytics
Responsive mobile design
Refined terminology
Customizable dashboard
Pool analytics
User flow
User flow
The original flow is functional, but adding a dashboard reduces user friction. The new dashboard enables users to view all invested pools and directly access deposit functions, eliminating the need to navigate back to the pool list or individual pool pages.
The original flow is functional, but adding a dashboard reduces user friction. The new dashboard enables users to view all invested pools and directly access deposit functions, eliminating the need to navigate back to the pool list or individual pool pages.
UI kit
UI kit
Low-fidelity Wireframes
Low-fidelity Wireframes
I created a simple dashboard and integrated it into the existing website flow, then refined the dashboard wireframes.
I created a simple dashboard and integrated it into the existing website flow, then refined the dashboard wireframes.
Mid-fidelity Wireframes
Mid-fidelity Wireframes
More details of the flows of the deposit and error/ successful message.
More details of the flows of the deposit and error/ successful message.
1st version
1st version
1st version
Adjusted the style of the historical chart and pie chart switch button
Showed both deposit and withdraw button under each invested pool
Added pool name on the deposit & withdraw popup screen
Adjusted the style of the historical chart and pie chart switch button
Showed both deposit and withdraw button under each invested pool
Added pool name on the deposit & withdraw popup screen
Adjusted the style of the historical chart and pie chart switch button
Showed both deposit and withdraw button under each invested pool
Added pool name on the deposit & withdraw popup screen
2nd Iteration
2nd Iteration
2nd Iteration
Maintained the original header for consistency
Adjusted the historical chart and pie chart button styles for visual harmony
Made error messages under input boxes more noticeable
Retained the current style for the transaction table
Added a “Withdraw Profit Only” button to improve usability
Maintained the original header for consistency
Adjusted the historical chart and pie chart button styles for visual harmony
Made error messages under input boxes more noticeable
Retained the current style for the transaction table
Added a “Withdraw Profit Only” button to improve usability
Maintained the original header for consistency
Adjusted the historical chart and pie chart button styles for visual harmony
Made error messages under input boxes more noticeable
Retained the current style for the transaction table
Added a “Withdraw Profit Only” button to improve usability
User Testing
User Testing
Positive Feedback:
Positive Feedback:
Positive Feedback:
The interface is clean and intuitive.
The design is easy to navigate.
Participants understood the dashboard’s purpose and found it effective in conveying information.
The interface is clean and intuitive.
The design is easy to navigate.
Participants understood the dashboard’s purpose and found it effective in conveying information.
The interface is clean and intuitive.
The design is easy to navigate.
Participants understood the dashboard’s purpose and found it effective in conveying information.
Areas for Improvement:
Areas for Improvement:
Areas for Improvement:
The pie chart proportion is too small compared to other elements.
The deposit button is wider than the withdraw button, which bothers users; suggestion to use different colors instead of size to highlight.
The deposit/withdraw tabs in the pop-up screen draw too much attention, potentially leading to errors (e.g., depositing instead of withdrawing); suggestion to remove the ability to switch tabs.
Too many colors in one screen (e.g., 13 colors noted); suggestion to reduce to 6-7 colors for better balance.
Font inconsistencies (e.g., Inter for Portfolio Summary, Jost for the rest); suggestion to harmonize fonts.
Colors across movement tables need to be more consistent.
The pie chart proportion is too small compared to other elements.
The deposit button is wider than the withdraw button, which bothers users; suggestion to use different colors instead of size to highlight.
The deposit/withdraw tabs in the pop-up screen draw too much attention, potentially leading to errors (e.g., depositing instead of withdrawing); suggestion to remove the ability to switch tabs.
Too many colors in one screen (e.g., 13 colors noted); suggestion to reduce to 6-7 colors for better balance.
Font inconsistencies (e.g., Inter for Portfolio Summary, Jost for the rest); suggestion to harmonize fonts.
Colors across movement tables need to be more consistent.
The pie chart proportion is too small compared to other elements.
The deposit button is wider than the withdraw button, which bothers users; suggestion to use different colors instead of size to highlight.
The deposit/withdraw tabs in the pop-up screen draw too much attention, potentially leading to errors (e.g., depositing instead of withdrawing); suggestion to remove the ability to switch tabs.
Too many colors in one screen (e.g., 13 colors noted); suggestion to reduce to 6-7 colors for better balance.
Font inconsistencies (e.g., Inter for Portfolio Summary, Jost for the rest); suggestion to harmonize fonts.
Colors across movement tables need to be more consistent.
Final High-Fidelity wireframes
Final High-Fidelity wireframes
More details of the flows of the deposit and error/ successful message.
More details of the flows of the deposit and error/ successful message.
Final High-Fidelity Prototype
Final High-Fidelity Prototype
Below is the final high-fidelity prototype video, showcasing the new dashboard feature, demonstrating seamless investment tracking, depositing, and reporting feature.
Below is the final high-fidelity prototype video, showcasing the new dashboard feature, demonstrating seamless investment tracking, depositing, and reporting feature.
Impact and Reflection
Impact and Reflection
These solutions could streamline investment management on Ensuro.
A dashboard would reduce navigation friction, while exportable reports would save users time during tax season. Enhanced clarity and communication would build trust.
This process taught me the value of addressing both functional needs (tracking) and emotional needs (clarity), especially in a crypto context where users often feel overwhelmed by technical terms and fast informations
These solutions could streamline investment management on Ensuro.
A dashboard would reduce navigation friction, while exportable reports would save users time during tax season. Enhanced clarity and communication would build trust.
This process taught me the value of addressing both functional needs (tracking) and emotional needs (clarity), especially in a crypto context where users often feel overwhelmed by technical terms and fast informations