PulsePay
ENTERPRISE B2B SAAS · ANALYTICS DASHBOARD
A redesign of the PulsePay dashboard, improving invoice tracking and generation workflows for DSOs
Company
Subscribili Inc.
Role
Product Design Intern — Improving dashboard usability for invoicing and billing workflows
Timeline
8 weeks
Team
Product Lead, Design Manager, Sr. Product Designer, Engineering Team
Improving Everyday Billing Tasks in a Competitive Fintech Landscape
PulsePay is Subscribili’s B2B fintech dashboard built for DSOs to manage invoices, billing, transactions, and payment plans across multiple partner practices. In a crowded billing and payments software market, usability becomes a key differentiator.
This redesign focused on identifying friction points in existing workflows and refining the dashboard experience to make high-frequency financial tasks faster, clearer, and easier to manage.
What If Financial Workflows Felt Clearer and More Actionable?
The redesign opportunity was to transform PulsePay into a more intuitive operational tool, one that helps DSO teams process financial information with less effort and greater confidence. In high-frequency billing environments, even small usability gains can create measurable efficiency over time.
01
Improve invoice workflow usability
02
Simplify dashboard data interpretation
03
Reduce cognitive load in daily operations
A Dashboard Redesign Built Around Workflow Efficiency
The strategy focused on:
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Reducing friction in high-frequency tasks
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Improving clarity of financial data
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Aligning the interface with existing user mental models
This was executed through clearer information hierarchy, more accessible key actions, and consistent patterns across workflows.
Simplified Navigation Hierarchy
The sidebar was visually reduced to shift attention toward core dashboard tasks and decrease navigation overload.
Designing Alongside Engineering for Real-World Feasibility
Working alongside engineering, I learned to balance usability improvements with technical constraints and understand how design decisions are made to scale without disrupting existing system logic in a SaaS product.
To kick off our baseline research, we conducted a review and audit of 12 different maps, including the CUNY 2020 HTC Map.
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3 Census Bureau Maps
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4 Census projects
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5 Other interactive maps for ideas
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Conducted 30-minute interviews with 10 US-based stakeholders with experience using the CUNY HTC 2020 map representing 10 different organizations types.
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Used affinity mapping and identified 6 main findings characterizing how users interact with the interface and what their needs and challenges are.
Understanding HTC Data Users: Needs and Challenges
FINDING 01
Users view different demographics as important in their work, and thus need multiple layers at a time to filter for these specific categories.
FINDING 02
Many users want simplified access to the raw data and reports because it is needed to inform their on-ground workers to perform outreach.
FINDING 03
Users found parts of the map to be too overwhelming and difficult to navigate and understand, making it inaccessible to all audiences.
Workshop to Define HTC 2030 Priorities and Structure
Based on our competitor research, user interviews, and the key insights derived from affinity mapping, we decided to conduct a workshop with our clients to brainstorm the key considerations for the HTC 2030, including layer categorizations and a MoSCoW Prioritization.
Establish a Strategic Direction and Guiding Principles for the HTC 2030 Map
STRATEGIC DIRECTION
Designing for users coming from different backgrounds by offering comprehensive onboarding and user guides, presenting a wide range of layered information with precise filters, and prioritizing usability and way-finding to meet the specific needs of a nationwide mapping project.
GUIDING PRINCIPLES
Design for Everyone
The platform must remain usable for people with different levels of technical expertise.
Clarity and Transparency
Users should immediately understand what the data represents and where it comes from.
Foster Collaboration
Organizations should be able to quickly share insights with partners and stakeholders.
Rethinking the HTC 2030 Experience
We focused on redesigning the areas with the greatest usability impact.
The redesign targeted six major product systems:
01. Style Guide & Component Library
02. Updated Dashboard Experience
03. Revised Information Architecture
04. Restructured Information & Map Controls Panels
05. Addition of Onboarding and a Share & Export Toolbar
06. Revamped Data Trends & Content pages
Style Guide & Component Library
To begin, we defined an accessibility-driven design system that transforms complex data into clear, inclusive experiences while ensuring visual consistency and scalability across the platform.
This ensured a seamless handoff to the development team at CUNY.
Updated Dashboard Experience
The HTC 2030 map dashboard was fully redesigned to reflect the new census cycle and distinguish it from the 2020 experience. The updated UI introduces a cohesive framework that prioritizes key data and insights. The redesigned elements include:
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A restructured information architecture and navigation (top)
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An improved information panel (left)
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A redesigned map layers panel (right)
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A toolbar for quick export and sharing functions (bottom)
Each of these components is explored in detail in the following sections.
Revised Information Architecture
A restructured information architecture that improves navigation and content discovery by surfacing previously buried pages, and incorporating new pages that make information about the HTC map and its data files more accessible to users.
Core map interactions were separated from informational modals to avoid interrupting the dashboard experience.
New Site Navigation: Improved Usability and Wayfinding
The redesigned structure introduces clearer hierarchy and navigation, making content easier to find and use. This update strengthens the CUNY Map’s information hierarchy, replacing unclear navigation with a structured header that allows users to easily discover and utilize critical data resources.
Restructured Information & Map Controls Panels
I strategized and redesigned the information panel and map controls panel for this project, two of the most essential and critical components for navigating and interacting with the HTC map.
Given the complexity of the dashboard, I designed and iterated on over 26 states across the information and map controls panels to ensure clear logic for the development team as they moved into production of these panel states.
A. Information Panel
I began by restructuring the information hierarchy into three clear information layers:
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Layer 1: Geographic details
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Layer 2: Census data
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Layer 3: Demographic insights
This layered approach improved clarity and scannability, supported by a refined text hierarchy to better present dense geospatial layering information.
B. Map Controls Panel
Even in its default state, the map displays up to 20 layers simultaneously. To simplify interaction, I introduced a structured layer grouping system to sort layers by type, with clear section titles, filters, and guidance to support accurate usage. Accessibility was also improved by making the map contrast slider more prominent.
Addition of Onboarding and a Share & Export Toolbar
To support users with varying levels of familiarity, onboarding was integrated into the main dashboard via an interactive walkthrough. The centralized User Guide consolidates tutorials, overlays, a glossary, and shortcuts for easier use of the HTC map.
We introduced a bottom-pinned toolbar for export and sharing, providing quick one-click actions such as print, share, and screenshot, which users access at the final stage of their dashboard journey.
Revamped Data Trends & Content Pages
We redesigned the Data Trends and supporting content pages to improve accessibility and clarity, making insights easier to find while aligning them with the dashboard’s visual language.
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© 2026 Shayla Singh