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Managing Partner Relationships At Scale

Project Tracker Dash

Brand, Digital Platform, Data Visualization

Role

Creative Direction

Design

Summary

Led design of new internal partner management platform for Fortune 500 financial services firm. Work included concept development, wireframes and product specs, interactive prototypes, and build-out in conjunction with additional technical vendors. Platform launched to employees and partners globally.

Tracking active flags project management
Customizable dashboard high risk spider chart
Individually track projects by agency team
Elevate individual project flags for action
Add new client flag to project
Mobile interaction tracking project timeline

The Outcome

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