Source to Pay Dashboards

See what matters.

The source-to-pay initiative was focused on creating a cohesive, configurable dashboard framework to unify multiple enterprise solutions into one scalable experience.

The framework was developed in close collaboration with 10 strategic customers to ensure consistency, flexibility, and real-world relevance.

Product

Duration

Tools

My Services

Dashboard Framework, SAAS Platform, B2B

2023 – Current

Figma, Zeroheight, Pendo, Jira, Confluence & Aha

Visual Design, UX Research, Prototypes, Accessibility & QA

Company

My Role

Audience

Team

Partners

Jaggaer

Principal UX Designer

Source to Pay Customers

Multiple Cross-Functional Teams; each incl. 3-6 Developers, 1–3 QA, 1 Product Manager & 1 Product Owner

Harvard, Bosch, AstraZeneca, Kohler, Emirates, +5 more

The contracts dashboard serving as the foundation for shaping the overall framework.

Today, the dashboards are rigid, offer very limited configuration options, and provide inconsistent experiences across solutions in both behavior and appearance. This makes it challenging for users to track daily activities, deadlines, and cross-solution tasks.

The fragmented experience stems from company mergers, years of feature growth, siloed teams, and limited UX-driven input, resulting in disconnected user interfaces.

Additionally, workflows vary widely across industries, and the current dashboards do not offer sufficient flexibility for customization. A one-size-fits-all approach cannot meet the unique needs of each industry.

Problem Statement

Create a flexible framework that allows customers to tailor content, layouts, and widgets to their workflows, while reducing onboarding time, improving efficiency, and minimizing complexity so users can focus on the content that matters.

Expanding the framework to multiple other solutions upon customers request.

Goal and Mission

Jaggaer is a B2B SaaS platform offering a broad suite of source-to-pay solutions with complex workflows, serving multiple industries with a focus on manufacturing, higher education, and the public sector.

Introduction

Research & Discovery

 10 

Design Partners

We partnered with 10 clients across several verticals such as:

  • Understand user priorities when interacting with dashboards, with a focus on task visibility and time-sensitive actions

  • Gather cross-industry insights to ensure the dashboard works for all necessary verticals such as Manufacturing, Higher Education, and more

  • Assess and validate user interaction with data, workflows, and personalization

  • Measure adoption between the new and previous dashboard

  • Continuously incorporate partner feedback into product decisions

  • Use data analytics to inform design decisions and optimize the overall dashboard experience

  • Monthly User/Partner Interviews

  • Legacy Dashboard Audit

  • Data-Driven Analysis (Pendo)

  • Competitive Landscape

  • Huddles & Design Jams

  • Prototype Testing

Competitive landscape dashboard audit (based on previous dashboard).

Objectives

Methods

  • Task Priority
    Customers prioritize task visibility and time sensitivity over feature depth.

  • Analytics Driven Development
    Analytics revealed clear widget usage trends, setting priorities for development and removing widgets with low-engagement.

  • Adoption Follows Awareness
    Adoption increased significantly after guided webinars during beta rollout.

  • Configuration Usability
    Ensure configuration options are easily discoverable and intuitive to use. Failing that, users may miss tailored experience opportunities.

Key Insights

120+

Hours of Interviews

 6 

Targeted Solutions

At the start of this project, we recognized the importance of partnering with customers to understand the complexity of their industries. We collaborated with 10 clients across multiple verticals to ensure the dashboards were tailored to their unique workflows and needs.

We built meaningful partnerships when meeting with them monthly to gather insights. We conducted interviews, hosted feedback sessions and webinars, delivered presentations, and reviewed demos to ensure their needs and perspectives were reflected in the dashboard design.

Vertical Representation

The Beginning

Partner Perception

Partner Findings

Widget Enhancements

Effortless widget management:
rapid add, remove, filter & edit functions.

Tailored Content

Create tailored experiences
by duplicating dashboards &
adjusting content.

Cognitive Workload

Allow hide/reorder
irrelevant information to reduce
cognitive load.

Partners emphasized ease of configuration and personalization to improve individual efficiency,
driving our focus in this area.

Layout Preferences

Support seamless layout
adjustments with widget drag-
and-drop & resizing.

Widget inventory, oversight and access.

Full tab control and access management.

Widget content and layout configuration.

Adjustable table structure and column visibility for a clear data management.

Modular interface with drag-and-drop functionality.

Responsive layout and adjustable widget sizes following a grid system.

A tailored, user-centric experience that translates large datasets into clear visual insights and seamlessly supports day-to-day activities, enabling users to become productive almost immediately with minimal setup.

Designed to align with real-world workflows and supports everyday decision-making. It adapts across use cases while staying simple and easy to use.

Variety of layout options showcases the flexibility and scalability.

Solution

Challenges

A key challenge during the design process was designing for unknown, highly dynamic content while still maintaining clarity and structure across varying customer configurations.

Maintain consistency across different solutions.

  • Controlled Framework
    Flexibility needs structure to avoid added complexity.

  • Iterative Validation
    Continuous feedback validates design decisions and uncovers critical usability gaps.

  • Functional Scope
    Clarity and efficiency matter more than feature richness in complex enterprise tools.

  • Cohesive Experience
    Consistency enhances usability across large-scale systems.

  • Rollout & Adoption
    Webinars and guided rollouts significantly accelerate product adoption.

Lessons Learned

In Their Words

We received strong positive feedback, with a few highlights below.

“We’d like to see this rolled out across other solutions as soon as possible.”

— Partner

“Everything feels clean, simple and intuitive from the start and it was easy for our whole team to adopt without any training.”

— Partner

“Setup is incredibly easy and the dashboard was up and running in minutes. It gives us control without adding unnecessary complexity.

— Internal Stakeholder

Success Metrics

Increased Widget Engagement

Boosted widget usage by 46%
through cleanup and
usability improvements

User Satisfaction

Increased satisfaction by 35%
through improved experience & reduced complexity

Onboarding Time Reduction

Partners reported 40% faster onboarding with easier
configuration options.

Support Ticket Reduction

Decreased support tickets
by 18% through more intuitive
design and better quality

  • Mosaic Design System

  • Where