Redesigning internal reporting tools to turn complex financial data into clear, actionable dashboards - all within the constraints of Power BI.
As OrthoFi scaled, their finance and ops teams needed a more intuitive way to track revenue performance, claims status, and A/R trends. I led the redesign of their internal BI dashboards during a migration from legacy Tableau reports to Power BI.
Through user interviews, audit sessions, and prototyping, I uncovered key friction points in filtering logic, KPI hierarchy, and data density. I restructured the layout to prioritize actionable metrics, simplified filtering interactions, and created system-level UI components aligned with Power BI’s limitations.
The result: faster time-to-insight for users, increased internal adoption, and more scalable design patterns across financial reporting tools.