Minerva

A B2B SaaS Business Intelligence dashboard that helps banks analyze customer behavior and digital banking usage through data-driven insights

A B2B SaaS Business Intelligence dashboard that helps banks analyze customer behavior and digital banking usage through data-driven insights

I designed and structured the user experience for Minerva, a Business Intelligence dashboard that helped financial institutions turn complex banking data into actionable insights. By collaborating with data analysts and engineering teams, I organized messy datasets into a clear interface, developed scalable design components, and conducted usability testing to improve navigation. The result: a 25% boost in task completion rates and a 20% increase in online banking adoption.

TEAM

Norman Trujillo, Brett Conolly, Josh Coyle, Larry Nguyen, Scott Mortimer

Norman Trujillo, Brett Conolly, Josh Coyle, Larry Nguyen, Scott Mortimer

WORK DONE

Research, Data Synthesis, Wireframing, Prototyping, Dashboarding, Data Visualization

⚠️ Challenge

Banks had access to huge amounts of raw customer data, but struggled to interpret it due to:

  • No centralized view: Metrics were scattered across channels and tools

  • Duplicate and unclear data: Some data made no sense, some was duplicated, some was unused

  • Poor usability: There was no existing structure, flow, or visual hierarchy

  • Lack of UX foundation: I was brought in early to build the experience from zero—no framework, no categories, no prior designs

The most difficult part was starting from scratch. Every metric had to be validated, named, categorized, and placed within a structure that told a story. The dashboard had to accommodate both quick overviews and deep dives, all while maintaining usability and clarity.

🛠️ Approach

Metric Discovery & Collaboration
I spent two weeks working closely with the Chief Data Analyst and engineering teams to:

  • Audit all current data sources

  • Identify which metrics were valuable and which needed clarification

  • Propose new metrics that banking teams would find useful

Wireframes, Prototypes & Testing

  • Prototyped flows using Figma

  • Ran usability tests with 5 internal banking teams

  • Iterated on component layout, chart interactions, and navigation patterns

  • Built reusable cards, filters, and responsive layout templates

Narrative-Driven Structure
We structured the experience vertically:
🧩 Top: Executive summary with KPIs
📊 Middle: Trend breakdowns by customer segment, channel, and behavior
🔍 Bottom: In-depth metrics for technical and marketing teams

This structure supported decision-making across roles, from high-level leadership to hands-on analysts.

Categorizing Data into Logical Groups
With over 50+ metrics, we created clusters:

  • Digital engagement

  • Channel activity

  • Campaign performance

  • Conversion trends

  • API usage

🚀 Impact

Post Implementation enhancements
✅ 20% increase in online banking adoption, as banks leveraged insights to refine digital strategies.


✅ 15% improvement in promotional engagement tracking, helping banks measure campaign effectiveness.


✅ 40% faster navigation, reducing time spent searching for relevant data.

Following the initial launch, I continued iterating on the product by introducing:

  • Customer segments dashboard

  • DevX API usage dashboard

  • Active campaigns dashboard

Outcomes include:
✅ Transformed raw banking data into a structured, user-friendly dashboard.


✅ Improved usability, increasing task completion rates by 25%.


✅ Increased engagement with digital banking, boosting adoption by 20%.


✅ Established a scalable design framework, allowing for continued feature expansion

Let’s
Collaborate

Book a call with me :-)

FIDELITO

©

FIDEL FLORES CACERES

2025

Let’s
Collaborate

Book a call with me :-)

FIDELITO

©

FIDEL FLORES CACERES

2025

Let’s
Collaborate

Book a call with me :-)

FIDELITO

©

FIDEL FLORES CACERES

2025