PulsePay
ENTERPRISE B2B SAAS · FINTECH 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, Engineering
OVERVIEW
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, with billing data integrated through Stripe. 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.
THE OPPORTUNITY
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. Clarity can be a competitive advantage.
IMPACT
Improved Task Completion by 38% Across Financial Workflows
The redesigned PulsePay dashboard improved how DSO teams interact with their most critical workflows by making billing tasks clearer and more efficient.
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Easier invoice tracking and generation
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Faster access to key financial actions
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Improved readability of billing data
OBJECTIVES
01
Improve invoice workflow usability
02
Simplify dashboard data interpretation
03
Reduce cognitive load in daily operations
DESIGN STRATEGY
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.
DESIGN DECISION – 1
Simplified Navigation Hierarchy
The sidebar was redesigned with a lighter visual treatment, clearer hierarchy, with the addition of a collapsible structure, reducing visual weight and helping users focus on primary tasks.
RESULT — Reduced navigation effort and shifted attention toward core dashboard tasks.
DESIGN DECISION – 2
Improved Time-Based Data Clarity
The line chart was redesigned to better support time-based analysis by introducing clearer date ranges, consistent scaling, and more precise data interactions. Defined time range filters were added for contextual analysis (7D, 30D, 90D, YTD, 1YR).
RESULT — Users can now more accurately interpret financial trends over time, compare performance across periods, and make quicker, data-informed decisions.
DESIGN DECISION – 3
Accessible Data Visualization
Payment sources were redesigned with stronger color differentiation and contrast, making categories easier to distinguish and compare at a glance.
RESULT — Improved accuracy and speed of interpreting payment data across categories.
DESIGN DECISION – 4
Improved KPI Scannability
Dashboard metrics were restructured to better highlight key values and performance trends, making it easier to understand changes over time at a glance.
RESULT — Enabled quicker understanding of performance trends for faster decision-making.
SUCCESS METRICS
Measuring Impact Through Workflow Efficiency and Clarity
To evaluate the effectiveness of the redesign, success metrics were defined in collaboration with the Product Lead, focusing on improvements in speed, clarity, and task completion across high-frequency billing workflows.
Core Metrics
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Task completion rate (Invoice workflows) — Completion rates in invoice tracking and generation workflows.
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Time to complete key tasks — Time required to generate and manage invoices.
Usability & Experience
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Navigation efficiency — Number of steps to reach key actions
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Dashboard scanability — Time taken to identify key metrics and financial insights
Adoption & Engagement
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Feature usage frequency — Usage of invoice and billing features
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Workflow drop-off rate — Abandonment during invoice-related tasks
COLLABORATION
Designing Alongside Engineering for Real-World Feasibility
Input on product requirements from the Product Lead and working alongside engineers on the team, I learned to balance usability improvements with technical constraints.
I also developed an understanding of how design decisions are made to scale without disrupting existing system logic in a product.
CONCLUSION
Designing With High Standards and Intentionality
WHAT I LEARNED
This experience showed me how small interaction improvements, when repeated across high-frequency workflows, can create meaningful operational impact.
It also deepened my understanding of designing for complex systems while collaborating closely with product managers and engineers to align on functionality, documentation, and feasibility.
PROCESS & DESIGN STANDARDS
Working with Subscribili was both challenging and deeply rewarding, as the team holds a high bar for design thinking, product quality, and visual execution.
That environment pushed me to stay more structured, intentional, and detail-oriented, ultimately helping me grow into a stronger designer.
Contact
© 2026 Shayla Singh