AI-powered dashboard eliminated 2 days of manual reporting, boosting 30% prospect acquisition and 68% customer engagement.

Challenge

Birdie is an AI-powered B2B SaaS platform engineered to transform unstructured customer feedback into actionable insights. Historically, users and consultants spent excessive time manually creating recurring reports and charts due to the absence of persistent live data functionality within the platform, a critical gap that directly undermined the company's competitive edge.

Role

As a Product Designer, I owned the end-to-end process. My strategy focused on delivering value fast via customer interactions and usage data, informing roadmap decisions and prospect prioritization to guide feature evolution and drive impactful enhancements.
Expanded Business Reach
  • 4 new customers and 12 new prospects, driven by dashboard requirements
  • Dashboard features strategically outperform the competition, especially AI prompt

Insights

Decisions

Desk research revealed...

  • Users kept many tabs open just to capture screenshots
  • Many users returned monthly after being inactive (resurrecting)

User interview showed...

  • Use of spreadsheets, because charts and tables were limited
  • Charts didn't save, causing a lot of extra work for monthly reports
  • Making regular reports took up to two full days of manual work

Competitive analysis unveiled...

  • Changing chart data is hard to understand because updates aren't immediate
  • Widgets are complex to set up
  • Charts with just five colors already cause confusion due to poor distinction
Reduced Friction
  • Reduced 15 internal manual reports to zero
  • 4 novel methods for insights, including the strategic application of AI prompts with multiple contexts

User quotes

Very intuitive to use!

- Quinto Andar

It's amazing, it's wonderful, it's really good!

- Quinto Andar

Now we can easily share the dashboard and we won't need to download it database by database. It is great!

- Mercado Bitcoin
Increased Engagement
  • 68% increase in platform access upon release
  • Earned an impressive 4.7 CSAT rating