Unlocking the Full Value of Existing Data for Enterprise Growth
A well-designed interface doesn’t just display information — it drives understanding, engagement, and better decision-making. This design bridges data and action, amplifying the value of the platform and strengthening relationships with enterprise clients.
Patient Engagement / Practice Management
Enterprise Payment Dashboard
Design Opportunity:
The company has access to extensive and valuable data across their products. However, what’s currently missing is a cohesive and visual demonstration of that data’s value — particularly one that speaks directly to enterprise stakeholders and their performance metrics.
By leveraging existing integrations and data sources, we can surface insights that matter most to our clients without requiring new integrations or development overhead.
Business Objective
Aligns with the goal to deepen engagement and drive new enterprise sales by transforming our existing product data into a clear, visual, and compelling story of value for enterprise-level decision makers.
Design Vision
Create a clean, intuitive dashboard that gives enterprise leaders:
A high-level overview of their organization’s performance
The ability to drill down into specific offices or metrics
Actionable steps connected to our existing product ecosystem
Scalability: Support multiple office views and organizational hierarchies
This will position our company as a strategic data partner rather than just a product vendor.
Revealing Performance Patterns
While reviewing the opportunities for this project, I realized we could go deeper than payments alone as the existing data could reveal key enterprise trends.
Case Acceptance Rates – Secure Docs Treatment Plan Signatures
Patient Volume per Office – Appointment Calendars
Average Revenue per Patient – Payments
Collections Performance – Payments
View transaction performance across all office locations to see which sites are improving or declining & drill down to individual offices.
Performance trend graphs lend context to the current metrics.
Internal Value
No new integrations required – The dashboard leverages data already available through our current product suite
Increased product stickiness – Encourages enterprise clients to engage more deeply across multiple products
Demonstrates value-add – Clearly shows the ROI and performance impact of using our platform
Sales enablement – Acts as a visual showcase of our enterprise data capabilities during the sales process