Luisa
Product Design

Role-Based
Dashboards

When users log into Curative AI, the first screen they see is their dashboard. But a Registered Behavior Technician and an Executive Director have completely different daily priorities.

I designed 5 distinct role-based dashboards — each informed by direct user interviews — so every user lands on a view that reflects their actual workday.

Product Designer
ABA Technology
RBT · BCBA · Dir. Ops · Clinical Dir. · Exec. Dir.
Research → Wireframes → High-fi
2024
EBS Smart Claims detail

One generic screen useful to none of the five roles

A single generic home screen was showing the same information to all 5 roles — which meant it was truly useful to none of them. Clinical staff were buried in financial data they didn't need. Directors were missing the operational overview they required. Users had to manually navigate to find the information they needed every single morning.

Interviewing all 5 roles to map first-hour workflows

I interviewed users in all 5 roles separately, mapping their first-hour workflow and identifying the top information needs per role. This revealed a clear pattern: clinical roles prioritize today's schedule and patient detail; operational and executive roles need aggregate metrics and pipeline health. I used these insights to define the information hierarchy for each dashboard before touching a single wireframe.

Five dashboards, each built around what that role actually needs

01
RBT
Today's schedule and client list
02
BCBA
Caseload and authorization pipeline
03
Dir. of Operations
Team capacity and operational flow
04
Clinical Director
Clinical outcomes and compliance
05
Executive Director
Financial KPIs and org health
Dummy Data to protect users privacy and security

Before & After

~8 min
Time to find key daily info
▲ Before
~45 sec
Time to find key daily info
▼ After
12 avg
Missed action items / week
▲ Before
2 avg
Missed action items / week
▼ After
52%
User satisfaction score
▲ Before
91%
User satisfaction score
▼ After
18/mo
Support tickets (navigation)
▲ Before
3/mo
Support tickets (navigation)
▼ After
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