Experian Dashboard

Creating an experience that allows people to feel more in control of managing their credit and identity

Ipads with dashboard screen designs


Experian Partner Services needed an updated dashboard experience that improved clarity, increased engagement, and streamlined the current user experience.


Experian’s Partner Services needed an updated solution to their dashboard experience that would help people using their services feel more in control of managing their credit and identity.


Focused on building a partnership through personalization and contextual education, my team created a new experience rooted in key experience flows. This resulted in an extensive design prototype we evaluated with potential users.


Our prototype now serves as the basis for dashboard experience and the resulting design language has been distilled into a React component library used by their teams. Our validation findings continue to guide the development of new features.

my roles

Project lead

UX designer

Validation lead


Creative direction

UX design

Validation planning and execution


Morgan Gerber

UX Designer

Edgar Rios


Shawna Murland

Creative director

Lani DeGuire

Program manager

understanding the need

Building alignment with Experian

At kick-off, I wanted to make sure our team would walk away with a solid understanding of Experian’s goals for their new experience.

Alongside my Creative Director, I lead my team in brainstorming and creating kick-off activities that would allow us to gain clarity on Experian’s goals, gain insight into the pain points and wins in the current experience, and build an understanding of how Experian hoped to be perceived by their users.

Group completing a design workshop

Identifying goals and success for the dashboard

Sticky notes for an excercise

Prioritizing and grouping goals and successes

As a result of these workshops, we were able to come out kick-off with four major goals for the product experience and point to these as “North Stars” throughout the project:

Increase engagement through contextual education and personalization
Demystify messaging with clear, actionable instruction
Prioritize ease of use but encourage discovery when possible
Create a scalable, modular design system


Creating a project plan

Because our project timeline was quick, I put together a plan so we could visualize the scope of need over time. This included creating a calendar charting weekly check-in points, and deliverables. We moved things a lot, but having a primary reference point kept things on track and helped me make trade-offs and assign work consciously.

In addition to this, we had daily design check-ins to unblock each other and get feedback, with more formal, full-team design reviews once a week.

Whiteboard with screen designs printed and taped to it

Design review for onboarding

the design process

Generating hero prototype flows

Ultimately, Experian was expecting a prototype that could be validated with three types of primary users: people who were new to credit and identity management, those focused on protecting their identity after a potential breach, and people casually interested in tracking their status.

After we reviewed Experian’s existing research, proto-persona, and their results from previous user testing, Morgan and I worked together to come up with a series of high-level user flows.

User flow for someone using a credit service

An example of a high-level flow for setting a goal: Triggered by getting rejected from a car loan, Ben, who is unfamiliar with credit scores, creates an account, learns about what impacts his credit score, sets a goal to improve

Five flows were selected: on-boarding, creating an account, adding items, managing notifications, and setting goals. Once we had the primary flows set, we fleshed them out to account for more detailed actions and decision points.

Whiteboard with sticky notes depicting a flow

Oh yes, the ol’ sticky notes on a whiteboard. Charting creating an account and adding an item for monitoring. Sticky notes were nice because we could walk through our white boards with Experian and edit on the fly.

Creating the user experience

From our high-level flows and whiteboards, Morgan and I moved into low-fidelity "thumbnails" that dove deeper into individual flows. We used these to validate flow concepts and screen content with our stakeholders.

For instances where we needed to explore more detail around components and screen structure, we used typical high-fidelity wireframes.

Flow of wireframe thumbnails

Part of a high-level flow for onboarding

Wireframe for a credit dashboard

Feeling out how things could be organized on the dashboard

Developing the visual design language

Based on our understanding from kick-off of how Experian wanted to be preceived, I guided Edgar in creating a design language that felt bright, friendly, and comforting – especially for people experiencing stressful financial and personal security situations. As the user experience needs evolved, so too did the visual design.

A subset of our component set

resulting product

The product experience

The resulting experience centered around a personal, user-focused dashboard, and simplified previously complex flows like on-boarding, adding items, and managing notifications. Here are some examples of the experience:

Focused on-boarding

Previous user-testing revealed that people were unsure of how their data was being used and why it was needed during on-boarding.

To combat this, I broke account creation into a series of focused steps, prioritized areas for contextual education, and used animation to build the feeling that the service was actively “scanning” data.

A personalized dashboard

People felt that the existing dashboard was difficult to browse and explore, and expressed the desire to take in things at a glance.

For the new experience, I focused on natural language and contextual education to clarify unfamiliar terms and build a partnership with someone using the service.

To encourage discovery, I created “ghosted” elements to encourage people to build out their dashboard. For active modules, I guided Edgar in creating bright, scannable elements.

Conversational add flows

Adding new items and setting goals is a core part of the user experience. To use this as a chance to drive home the personalized partnership between the user and the service, I concepted experiences that used large, natural language forms.

As users filled things in, more details became available based on their answers. This helped make add flows that previously felt static and arduous, feel more reactive to their needs.


Developing insights from potential users

After the prototype was complete, I put together a validation plan to help us put our prototype in front of potential users. This centered around a “point-to-click” experience where I had people execute tasks and tell my team what they were thinking and reacting to (based on a discussion guide).

We synthesized the results and came out of validation with both a set of high-level experience considerations to guide future product development and per-screen recommendations.

Two people looking at a computer screen

Contextual education areas were well-received, especially around adding personal information. When it wasn't included, participants became more unsure and less trusting.

Sticky notes for an excercise

People reacted well to our dashboard and our bright, large dashboard modules. They especially appreciated the chance to quickly see the status of their credit or identity

The Result

Building our design library and continuing to evolve the experience

Since this work, our team has continued to build a more robust on-boarding experience and imagine what long-term personalization looks like on this platform.

To develop our dashboard and its components for Experian’s partners, I’ve worked alongside our dev team and Experian’s to document our design language and help create a React component library based on our design language.