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Challenge
Scotiabank’s teams were producing complex dashboards for executives and business leaders. The dashboards were rich in data but often lacked clarity and usability, making it harder for decision-makers to act quickly and confidently.
Objective
To provide a rapid introduction to UX methods and practical frameworks that could immediately improve the bank’s dashboard design practices.
Outcome
I designed and facilitated a one-day, hands-on workshop. The morning was devoted to UX fundamentals and dashboard design best practices. In the afternoon, participants applied those concepts directly to a live project—prototyping improvements and testing new approaches in real time. This compressed, project-based format ensured participants not only learned new methods but also practiced them on work that mattered.
Outcome
I designed and facilitated a one-day, hands-on workshop. The morning was devoted to UX fundamentals and dashboard design best practices. In the afternoon, participants applied those concepts directly to a live project—prototyping improvements and testing new approaches in real time. This compressed, project-based format ensured participants not only learned new methods but also practiced them on work that mattered.
Impact
The workshop equipped Scotiabank’s team with repeatable UX frameworks and a fresh perspective on dashboard design. By working on an active project, participants left with practical improvements they could implement immediately—creating momentum and a ripple effect in dashboard usability across the organization.
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Catalist, founded by Vincent Arena, set out with an ambitious mission: to help social impact organizations collaborate more effectively, reduce inefficiencies, and share resources, knowledge, and access in order to accelerate meaningful ventures. Despite a strong vision, the initial MVP struggled to deliver the dynamic and interactive experience needed to bring this mission to life.
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