Metrics That MatterLeapfrog's Portfolio Management

A platform that replaces scattered spreadsheets with intelligent dashboards. Executives monitor progress by project, managers understand how work connects, and teams stay updated. Converts messy project information into actionable insights, saves time, and keeps everyone on the same page.

Tools
Figma
Time Frame
3-4 Months
Industry
Enterprise software
My Role
UI/UX Designer
Metrics That Matter: Leapfrog's Portfolio Management
The challenge

Leapfrog required a single solution to provide visibility into its portfolio of 30+ projects. Scattered spreadsheets and legacy tools were being used by teams, and decisions were made on disparate data. The system was required to balance the requirements of various stakeholders: executives required strategic visibility, PMs required clear priorities, and account managers required trustworthy reporting, and all this through a single source of truth.

The result

The new system delivered measurable value across every team. Risk alerts enabled problems to be discovered sooner. There were fewer status meetings because real-time dashboards offered continuous visibility. Executives enjoyed clear portfolio visibility, project managers could easily track dependencies, and account teams generated reports in an instant. Above all, the solution put an end to spreadsheet anarchy by offering a single trusted source of all project data.

Phase 01

Discovery: spreadsheet chaos

12-stakeholder analyses revealed three key pain points: executives had minimal visibility into current projects in real time, teams wasted over 15 hours a week reconciling spreadsheets, and risks were surfaced too late. These results called for an end-to-end tracking solution to address systemic inefficiencies.

01 Research

What 12 stakeholders told us

Interviews across executives, project managers, account managers and team members surfaced the same three problems.

30+Projects tracked in spreadsheets
15+ hrsA week lost reconciling data
Too lateWhen risks finally surfaced
02 Stakeholders

One source of truth, four audiences

Every role looked at the same projects for a different reason, so the platform had to answer each of them from the same data.

ProjectsOne source of truth
ExecutivesPortfolio visibility
Project managersRisks and dependencies
Account managersInstant, trusted reports
Team membersTasks and timelines
Phase 02

Ideate: one structure for every role

Created information architecture and user flows for each role and turned them into testable wireframes. After refining executive dashboards, PM tools, and team workspaces based on user feedback, we had a solid foundation for development of the prototypes.

03 Structure

One list, one page, every answer

The Projects module in two levels: a list to find any project fast, and a project page whose six tabs answer what each role needs to know.

Projects
Projects list
  • Search & filter
  • Status at a glance
Add project
  • Details
  • Team
  • Stakeholders
Project page
  • Information
  • Timeline
  • Metrics
  • Team
  • Stakeholders
  • Risks & issues
Settings
04 Risk flow

From a risk spotted to a risk resolved

The Risk page upgrades Leapfrog's old risk register. Here's the path a single risk takes through it.

  1. A PM spots a risk on their project
  2. Opens the project's Risks & issues tab
  3. Adds the risk: severity, owner and due date
  4. High or critical severity?
  5. Yes: flagged on the portfolio dashboard for executivesNo: tracked in the project's own risk register
  6. The team updates actions and status as work moves
  7. Resolved, with the full change history kept
Phase 03

Create: the Vyaguta Projects module

Built interfaces for executives, project managers, and team members using Leapfrog's existing design system. Executives gained full portfolio insight, PMs received enhanced risk tracking features, and teams were provided with easy-to-use task management workplaces.

05 The product

The product, screen by screen

Eight core screens, from the portfolio list to timelines, metrics and risks. Each one answers a question a stakeholder raised in research.

Pick a screen, then hover (or scroll) the frame to move through the full design.

vyaguta · projects / projects list
Projects list page design
vyaguta · projects / information
Information page design
vyaguta · projects / timeline
Timeline page design
vyaguta · projects / metrics
Metrics page design
vyaguta · projects / team
Team page design
vyaguta · projects / stakeholders
Stakeholders page design
vyaguta · projects / risks & issues
Risks & issues page design
vyaguta · projects / settings
Settings page design
06 Design highlights

Each role, answered on screen

Six moments where a stakeholder's question became part of the interface.

01 Projects list

Thirty projects at a glance

Status, owner, progress and category for every project in one sortable list, so executives stop asking for spreadsheet updates.

02 Information

Everything about a project, on one page

Goals, health, team and the latest updates live together, so a new PM can get up to speed in minutes.

03 Timeline

Dependencies you can see

A Gantt view of phases and milestones makes slipping work and blocked handoffs obvious before they become late.

04 Metrics

Scope creep, charted

Requested, effort and changes per sprint on one chart, so scope conversations start from data instead of memory.

05 Metrics

Who's working on what

Team composition, billed vs unbilled and skills in one band, built for account managers who report to clients.

06 Risks & issues

Risks caught early

A live chart of open risks by severity plus the register itself, upgrading Leapfrog's old spreadsheet into something teams act on.

Phase 04

Measure: adopted in eight weeks

The platform was 100% adopted within 8 weeks of launch. Risk resolution time was reduced by 60%, and status meetings were reduced by 40% due to real-time dashboards. Project timelines, team capacity views, and risk breakdowns were features that teams utilized actively.

07 Results

The numbers after launch

0%Adoption across the organization within 8 weeks
0%Efficiency boost
0xFaster decision making
0%Faster risk resolution
0%Fewer status meetings
0Stakeholders interviewed to get there
“Tanisi was amazing to work with! She took our rough ideas and turned them into something even better than we imagined. Super responsive, sharp eye for detail, and just a genuinely great person to collaborate with!”
Pratik Shrestha

Pratik ShresthaVice President, Operations | Leapfrog Technology

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