Chase executive reviewing dashboard on tablet

Designing Clarity for Executive Decision-Making

A tablet-first UX case study for Chase leadership dashboards.

Case Study Overview

Reimagining Executive Decision-Making on a 9.5” Screen

Context

An award-winning executive dashboard designed for JPMorgan Chase leadership, enabling CEOs to monitor performance across multiple business verticals—anytime, anywhere.

Scope

Consumer Business Banking
Executive Reporting
Tablet-first Experience

Team collaborating in a business meeting

Business Challenge

Designing for Executive Reality

The Challenge

Senior leaders needed a single, reliable view of enterprise performance, optimized for:

Limited screen real estate (9.5” tablet)
High data density
Rapid decision-making moments

Constraints

Multiple business verticals
Real-time financial data
Zero tolerance for ambiguity

Users & Context

Understanding the Executive User

Primary Users

CEOs & Senior Business Leaders
On-the-move, time-constrained decision makers

Usage Context

Board reviews
Morning performance checks
High-stakes discussions

Key Insight

Executives don’t explore data — they scan for signals.

UX Goals & Design Principles

Designing for Clarity at Scale

Instant Comprehension

Executives understand performance in seconds.

Risk & Opportunity Visibility

Wins and risks surface without searching.

Low Cognitive Load

Complex data, simplified without loss of meaning.

Core Design Principles

Visual Prioritization

Scan-First Layouts

Consistent Patterns

Actionable Signals

Information Architecture Strategy

Structuring Complexity

Business-Based Grouping

Metrics organized by function, not data type.

Progressive Disclosure

High-level signals first, details on demand.

Consistent Placement

Metrics live in the same location across views.

Dashboard Sections

Deposits & Loans

Asset Management

Relationships

Operational Health

Market Indicators

Interaction & Data Visualization

Turning Numbers into Signals

Bar Charts for Trends

Show direction, not raw volume.

Color-Coded Performance

Green = on track, amber = risk, red = action needed.

Directional Arrows

Instant status recognition without reading numbers.

Results & Impact

Measurable UX & Business Outcomes

UX Impact

Faster performance assessment

Reduced reliance on static reports

Improved alignment across leadership

Business Value

Widely adopted across leadership teams

Recognized as an award-winning solution

Set a benchmark for executive dashboards

Key Learnings & Takeaways

Key Learnings

Clarity beats completeness
Visual hierarchy drives trust
Dashboards are decision tools, not data dumps
Designing for executives means designing for moments

Final Thought

Great executive UX is invisible — but its impact isn’t.

Our FAQ’s

Here are answers to some of the most common questions.

Discoverability issues, information overload, navigation reflecting org structure instead of customer goals, and low-visibility trust signals.

Instead of 'how do we simplify banking,' the team asked 'how do we help users make confident decisions faster.'

Key findings included that people scan before they read, visual structure builds trust, and complexity increases hesitation.

Prioritize user intent, reduce cognitive load, create predictable patterns, and surface critical actions.

Through WCAG-compliant inclusive interfaces, device-agnostic experiences, and international-readiness for diverse audiences.

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