Project Overview

Client: Banorte (serving Amazon, American Express, Walmart, Soriana, among others)
Role: Lead Data Visualization Designer & Power BI Specialist
Duration: 8 months
Team: 2 UX Designers, 3 Data Engineers, 1 Product Manager

The Challenge

Major enterprises needed a unified way to visualize and understand their complex financial operations within Banorte's ecosystem. The existing reporting system required manual compilation of data from multiple sources, taking up to 3 hours to generate executive reports and lacking real-time insights.

Key Pain Points:

• Fragmented data across multiple systems

• No real-time visibility into transactions

• Complex data sets difficult to interpret

• Lack of predictive analytics

• No mobile access for executives on-the-go

2. Design Strategy (Weeks 4-6)

Information Architecture

• Created hierarchical data structures

• Designed intuitive navigation patterns

• Developed role-based access frameworks

1. Discovery & Research Phase (Weeks 1-3)

Stakeholder Interviews

• Conducted 15+ interviews with C-level executives

• Identified critical KPIs and decision-making patterns

• Mapped current reporting workflows

Key Features Developed:

1. 📊 Executive Summary Dashboard - One-glance business health with drill-down capabilities

2. 💸 Transaction Flow Visualization - Real-time money movement with rejection tracking

3. 👑 Top Buyers Intelligence - Customer ranking with purchase patterns and trends

4. 🔮 Predictive Analytics Module - ML-powered forecasting for sales and risks

5. 🚨 Custom Alert System - Threshold-based notifications for anomalies

6. 🎛️ Advanced Filtering Engine - Multi-dimensional analysis with saved views

7. 📈 Trend Analysis Tools - Historical patterns and future projections

8. 🔍 Rejection Analytics - Root cause analysis and pattern identification

Style Guide

Final Design

Data Audit

• Analyzed existing data structures and sources

• Identified integration opportunities

• Documented data refresh requirements

Competitive Analysis

• Studied best-in-class financial dashboards

• Identified industry standards and innovations

• Created benchmark criteria

3. Prototyping & Iteration (Weeks 7-14)

Low-Fidelity Wireframes

• Sketched 20+ dashboard variations

• Tested navigation flows with users

• Refined based on feedback loops

High-Fidelity Prototypes

• Developed interactive Power BI mockups

• Created custom visualization components

• Designed responsive layouts

4. Technical Implementation (Weeks 15-24)

Power BI Architecture

DAX Optimization

• Created efficient calculated measures

• Implemented row-level security

• Optimized query performance

Custom Visualizations

• Developed company-specific KPI cards

• Created heat maps for regional analysis

• Built interactive forecasting models

5. Testing & Refinement (Weeks 25-30)

Usability Testing

• 5 rounds with different user groups

• A/B testing on visualization types

• Performance testing under load

Accessibility Compliance

• WCAG 2.1 AA standards met

• High contrast mode available

• Keyboard navigation enabled

6. The Solution

Multi-Platform Dashboard Ecosystem (Power BI)

We created a comprehensive visualization system with role-based dashboards, each tailored to specific user needs:

1. Executive Strategic Dashboard

• Real-time KPIs: Revenue, transaction volume, system health

• Predictive Analytics: AI-powered trend forecasting

• Anomaly Detection: Automatic alerts for unusual patterns

• Competitive Benchmarking: Market position indicators

2. Operations Control Center

• Live Transaction Flow: Real-time purchase and rejection monitoring

• Heat Maps: Geographic distribution of activities

• Bottleneck Identification: Process optimization opportunities

• Rejection Analysis: Patterns and root causes

3. Customer Intelligence Dashboard

• Top Buyers Analysis: Pareto principle visualization (80/20)

• Purchase Behavior: Frequency, volume, categories

• Customer Segmentation: Dynamic clustering

• Trend Identification: Seasonal and emerging patterns

4. Financial Analytics Hub

• Purchase Breakdowns: By category, method, time

• Rejection Rates: Detailed cause analysis

• Cash Flow Visualization: Real-time money movement

• Reconciliation Tools: Automated matching systems

Advanced Filtering Capabilities:

• Multi-dimensional filtering (time, region, category, amount)

• Saved filter sets for recurring analyses

• Cross-dashboard filter synchronization

• Natural language query support

The Impact

Quantitative Results:

• 🚀 70% reduction in report generation time

• 📊 $2M+ daily transactions monitored in real-time

• ⏱️ 5-second average dashboard load time

• 📱 85% mobile adoption among executives

• 🎯 95% forecast accuracy achieved

• 💰 23% increase in top buyer retention

• 🔍 60% faster fraud detection through rejection pattern analysis

Cross-Departmental Benefits:

Sales Team Transformation:

• Identified top 20% of buyers generating 80% of revenue

• Discovered 3 new high-value customer segments

• Reduced customer churn by 8% through trend analysis

• Increased cross-selling by 15% using purchase pattern insights

Operations Excellence:

• Reduced transaction processing errors by 10%

• Identified and eliminated 5 process bottlenecks

• Improved rejection handling time by 50%

• Created proactive vs reactive culture

Finance Department Evolution:

• Automated 80% of routine reports

• Reduced month-end closing by 2 days

• Improved cash flow forecasting accuracy to 92%

• Enhanced audit readiness with detailed transaction trails

Executive Decision Making:

• Strategic meetings now start with data, not gathering it

• Reduced decision-making time from days to hours

• Increased confidence in market expansion decisions

• Better risk management through predictive analytics

Cultural Impact:

• Broke down data silos between departments

• Created common language around metrics

• Fostered data-driven decision culture

• Increased cross-functional collaboration by 45%

Key Learnings

1. Simplicity in Complexity The most sophisticated solution isn't always the best. Finding the balance between comprehensive data and digestible insights was crucial.

2. Performance Matters With millions in daily transactions, every millisecond counts. Optimization wasn't optional—it was essential.

3. Change Management Technical implementation was only half the battle. Training and adoption strategies were equally important.

4. Iterative Excellence Continuous feedback loops with actual users led to discoveries we wouldn't have made in isolation.

Technologies & Methodologies

Visualization Platforms:

• Power BI Premium: Primary platform for real-time dashboards

• Tableau: Advanced analytics and custom visualizations

• Custom API Integration: Seamless data flow between platforms

Tools & Technologies:

• Azure SQL Database & Synapse Analytics

• Python for data preprocessing

• DAX & Tableau Calculated Fields (Tableau for some

• REST APIs for real-time feeds

• Git for version control

Methodologies Applied:

• Design Thinking: Empathize → Define → Ideate → Prototype → Test

• User-Centered Design: Continuous user feedback loops

• Agile/Scrum: 2-week sprints with stakeholder demos

• Lean UX: MVP approach for each dashboard

• Atomic Design System: Reusable component library

• A/B Testing: Data-driven design decisions

Security & Compliance

Due to the sensitive nature of financial data:

• Implemented row-level security

• Created audit trails for all data access

• Ensured SOC 2 compliance

• Regular penetration testing

Next Steps

This project established a scalable framework now being expanded to additional enterprise clients. The modular design system allows for rapid deployment while maintaining brand consistency and security standards.

Note: Specific client data and proprietary visualizations have been omitted or modified to maintain confidentiality while demonstrating the design process and methodologies used.