Pareto Intelligence

Bringing clarity to enterprise healthcare analytics.

I turned Pareto Intelligence's data platform into something built around its users, through a full portal redesign and the company's first real design system.

Role
Lead UX Designer
Industry
Healthcare analytics · Enterprise
Client
Pareto Intelligence
Timeline
Mar 2020 – Jun 2022
Pareto Intelligence: the redesigned analytics portal on macOS
25%
Reduction in task completion time
30%
Decrease in user error rates
20%
Increase in new subscriptions

About Pareto

Pareto Intelligence builds data products for some of the largest healthcare payers in the U.S., including Cigna, Blue Cross Blue Shield, and Humana. Its tools help these organizations reconcile millions in financial discrepancies, dig into complex claims data, and run more efficiently.

When I joined, the analytics underneath were strong, but the experience on top was a patchwork. Dashboards didn't match each other, workflows were confusing, and dense datasets made it hard for analysts to read a screen and act on it. My job was to bring order and usability to a set of enterprise tools handling huge volumes of sensitive financial and clinical data.

The Challenge

There was no shared design system, so teams built components on their own and the same UI element behaved differently from one product to the next. The mismatches in color, spacing, type, and interaction piled up design and engineering debt, slowed onboarding, made errors more likely in financial workflows, and pushed maintenance costs up over time.

At the same time, the platform had to handle dense healthcare data: claims, diagnoses, risk scoring, audits, payments, RAF charts, and compliance triggers. But the underlying structure was weak, so it was hard to spot anomalies, decide what to fix first, or compare trends. Everything leaned on Tableau dashboards that worked but didn't scale, with no clear hierarchy, clumsy cross-filtering, and little support for how specific people worked.

The company was moving to Looker and needed a UX lead to shape that transition. There was a bigger problem underneath it too: navigation, filtering, and insight patterns changed from tool to tool, so analysts had to keep relearning how to work as they moved between products.

Research & Insights

Users weren't asking for more data. They wanted to trust what they were already looking at.

I audited the portal end to end, pairing heuristic and task-time analysis with interviews and shadowing across analysts, claims auditors, actuarial teams, and compliance partners. The same issues surfaced everywhere: insights weren't prioritized, filtering was inconsistent, tables were overbuilt, too many clicks stood between analysts and the detail they needed, and visual noise buried the metrics that mattered.

From there, I restructured the information around a simple flow: insight, then context, then action, then audit. I standardized filtering, simplified navigation, and added reusable data groupings and priority-based layouts for the metrics that mattered most. I designed and built Pareto's first design system, then led the vision for moving dozens of Tableau dashboards into Looker: rebuilding the visuals with consistent logic, clearer drill paths, shared charting rules, better comparison views, and stronger performance under load. I validated it with interactive Figma prototypes tested with analysts across teams.

Design Jam: auditing every dashboard's charts, downloads, and insight naming across markets

System Design & Architecture

The real breakthrough was a design system that could scale across enterprise healthcare analytics.

I built a single design system that every product adopted. It standardized the type hierarchy; color coding for statuses, risk states, and data confidence; and reusable dashboard pieces like cards, KPIs, comparison tables, and filters. It also set navigation patterns, spacing, grids, composition rules, and interaction behaviors like hover, expand, drilldown, sort, and compare.

It cleared our worst internal bottlenecks: quicker, clearer specs for engineering, consistent layouts for analysts, and more predictable timelines for leadership on new features. It was easier to maintain too, and it became the foundation for every product update over the next two years.

Pareto's design system: typography, color scales, components, buttons, and badges

Dashboard Redesigns

From cluttered screens to intuitive analytics.

I redesigned several of the key dashboards so scattered data turned into something people could act on. They didn't just look better. They were measurably faster to use, easier to read, and closer to how analysts actually think, which led to sharper decisions.

Reconciliation dashboards

Help teams catch discrepancies faster and more accurately, the reconciliation work that recovers millions for payers.

The redesigned reconciliation dashboard, with discrepancies and recovered-revenue signals surfaced at a glance

What the redesign focused on

KPI visibility

Reordered top-level metrics so analysts understand health, risk, and revenue position at a glance.

Drilldown flows

Streamlined filter-to-insight pathways move users from “what happened?” to “why?” with fewer clicks.

Visual hierarchy

Removed low-value charts, clarified comparison views, and surfaced anomalies earlier.

Membership & risk views

Added contextual tooltips, confidence markers, and forecast indicators to support better decisions.

Redesigned KPI & reconciliation views
Drilldown, comparison, and membership / risk views

The migration reality

Moving to Looker was less a redesign than a careful transplant.

Two things made this harder than a visual refresh. Legacy data didn't map cleanly from Tableau to Looker, so reaching parity took careful reconciliation before anything could be made better. And analysts fluent in the old dashboards had to adopt new patterns, so the work had to earn trust, not just ship. The design system and prototype testing carried much of that weight, keeping the transition legible and giving people something concrete to react to before it went live.

Impact

Measured in usability testing and product analytics, the redesign cut task-completion time by 25% and error rates by 30%. New subscriptions rose 20% over the two years that followed; design was one contributor there, alongside sales, pricing, and product changes, not the sole cause.

Just as important operationally, the design system gave engineering a single, consistent foundation for every release that came after.

Reflection

The lasting lesson wasn't about any one dashboard. It was that in enterprise analytics the interface is only as trustworthy as the system beneath it, and a design system is what makes that trust repeatable across products, teams, and years.

If I ran it again, I'd bring analysts into the migration earlier. The redesign landed, but adoption is its own design problem, and the people living in the old dashboards needed more runway to trust the new ones.

The hardest part of enterprise UX isn't making one screen clear. It's making every screen agree with the next one.