Protector Payment Tracking Dashboard

Role: Senior UX Designer
Industry: Insurance
Focus: Data Visualization, Dashboard Design, Business Strategy

This piece is summarized due to NDA

 

Protector Forsikring (“Forsikring” meaning insurance in Norwegian) is an insurance company headquartered in Oslo, Norway. They are known for being a specialist insurer that focuses on commercial lines of business. They offer insurance products to businesses and organizations, rather than individual consumers. They operate and have offices across Denmark, France, Norway, Sweden, and the UK.

Project Overview

In my role as Senior UX Designer, I collaborated frequently with finance and account-management stakeholders — and I noticed a recurring challenge across teams: payment statuses were difficult to track, overdue items weren’t surfaced clearly, and there was no unified place to understand what needed attention.

These gaps created uncertainty, manual work, and made it harder for teams to have clear, data-driven conversations with partners.

Identifying the Opportunity

Through interviews and routine cross-team communication, it became clear that the organization needed a dedicated way to monitor payment behavior, spot trends, and support better decision-making.

This led me to propose a centralized Payment Tracking Dashboard — a concept I initiated based on observed pain points and business risk.

Designing the Solution

I designed an interface that combined high-level insights with the ability to explore patterns in more detail. The dashboard provided:

  • A financial snapshot for quick alignment

  • Category-level views to highlight where issues were concentrated

  • Monthly trends to reveal patterns or shifts over time

  • Client-focused insights to support targeted outreach

  • A comparison feature enabling teams to benchmark performance across partners

The goal was to make the tool equally useful for leaders, analysts, and account-facing teams.

Why It Worked

Each part of the dashboard was intentional: quick KPIs for fast decisions, segmented views to understand root causes, trends for forecasting, and ranking lists for prioritization. This structure ensured that different roles could get what they needed without complexity.

Impact

The outcome was a more transparent, efficient, and proactive way of working. The solution reduced manual tracking, improved clarity around payment activity, and helped teams strengthen partner relationships through clearer insights.

Most importantly, it demonstrated my ability to identify gaps, drive initiatives from concept to execution, and design tools that meaningfully support both operational efficiency and strategic decision-making.