Internal reporting and client insights platform
Youlytics Portal is an internal reporting platform used by project managers, specialists, and clients to understand performance, access assets, and collaborate around ongoing work. Prior to the portal, critical client data was fragmented across multiple platforms, making it difficult to trust insights or act on them efficiently. I was responsible for designing a unified, scalable reporting experience that consolidated data, reduced operational friction, and enabled teams and clients to make faster, more confident decisions from a single source of truth.
Role
Lead Product Designer
Client
Youtech
Timeline
Ongoing
Project Scope
- Owned end-to-end product design across dashboard, reporting, asset management, and collaboration features - Led information architecture and interaction design across complex data sets - Partnered closely with engineering and internal stakeholders to align UX with technical constraints and business needs
The Challenge
Client and internal teams relied on multiple disconnected tools to access reporting data, manage assets, and communicate progress. This fragmentation created several issues: - Teams spent significant time manually aggregating data to ensure accuracy - Clients and specialists managed multiple logins across platforms - Brand assets were scattered across internal and client-owned tools - Clients struggled to get a holistic view of performance - Internal teams lacked confidence in data accuracy and completeness As a result, reporting workflows were slow, error-prone, and undermined confidence across both internal teams and client relationships.
Key Decision
Centralize access to data, assets, and collaboration in a single system
Research and internal feedback showed that accuracy issues weren’t caused by bad data, but by fragmented access and manual reconciliation. I unified reporting, assets, and communication into a single platform to restore trust, reduce manual reconciliation, and improve efficiency across teams.
The Solution
Key Decision
Create a unified dashboard as the single source of truth
I designed a centralized dashboard that surfaced real-time data, account activity, and key client metrics in one place.
Unified Dashboard
- Real-time data integration across systems - Automated report generation - Account-level notifications
Key Decision
Design reporting as an interactive system, not static exports
Teams needed flexibility to explore data, not just receive predefined reports.
Reporting System
- Custom report builder - Scheduled reports - Multi-format exports - Historical data comparison
Key Decision
Treat asset management as part of reporting, not a separate tool
Brand assets were directly tied to reporting context, but previously lived elsewhere.
Asset Management
- Centralized asset library - Quick-share capabilities - Structured documentation
Key Decision
Embed collaboration directly into the reporting workflow
Instead of relying on external communication tools, collaboration was built into the platform itself.
Team Collaboration
- Internal commenting system - Approval workflows - Activity logging
Outcomes
Operational Impact
- Reduced time spent manually aggregating client data across multiple systems - Eliminated redundant workflows caused by fragmented reporting and asset storage - Improved consistency and reliability of reporting by centralizing data access and automation
Trust & Decision Quality
- Increased confidence in reporting accuracy for both internal teams and clients - Enabled faster, more informed client conversations by providing a single source of truth - Reduced errors and misalignment caused by inconsistent or outdated data sources