Industry
Executive Search
Client
Banff
Designing Banff's Internal Admin Hub for Executive Client Management
Streamlining Internal Operations with a Centralized Dashboard for Task Oversight, Client Activity Monitoring, and High-Priority Alerts
My role
Lead product designer
Project time
~6 weeks
Results
40% reduction in urgent clients
Increased visibility into new clients
In this project, I led the design of the first internal admin hub aimed at empowering our internal teams to efficiently manage executive-level clients. The goal was to create a centralized platform that provided clear visibility into team tasks, real-time client activity—both upcoming and ongoing—and a priority system to flag urgent clients needing immediate attention. Prior to this, teams relied on fragmented tools and manual processes, which made it difficult to stay aligned and responsive. Through user research, iterative wireframing, and close collaboration with stakeholders, I developed a design solution that streamlined workflows, improved cross-team coordination, and laid the foundation for scalable internal operations.
Problem Metrics
Our client operations team had to check multiple sources of information to stay up-to-date on executive client and enterprise client activity including multiple retool apps, multiple slack channels, hubspot, notion, and our web app. As a result, sometimes tasks or activities for executive clients would slip past because there wasn't an easy way to keep track of the various sources of information. Qualitatively, there was also a lack of visibility in between the enterprise and executive client teams that was causing friction in each team's success. While this isn't a hard and fast metric, it was something I kept in mind as something to solve for.
5
tools to check
42%
of clients are urgent
Co-designing to organize and understand
I facilitated 3 sessions with our advisors, executive services team and enterprise services team to understand what information and responsibilities the team navigates on a daily, weekly and monthly basis. This included tasks for clients, reviewing upcoming introductions, managing clients who needed attention and keeping an eye on enterprise client activity.
Raising visibility into team urgency
Previously there was no easy way to keep track of clients that had slipped through the cracks or generally required attention. We first began creating a retool app to create a fast and working prototype, as well as to refine the definition of the clients that fit the bill.
On the enterprise side of the business, we needed to also raise awareness into executive searches that required additional executive submissions. Highlighting both executive introductions needed and search submissions needed helped improve tracking for each of the respective teams and also increased visibility into the complementary needs of the other team. This was helpful because the enterprise team can see which executives need attention - if they happen to fit the bill for existing searches then we are able to fulfill double needs.
Impact and Next Steps
-4 tools
Reduction in tools the internal team needs to check for information and tasks
36%
Reduction in urgent clients to 10%
The development of the admin hub was a highly collaborative and iterative process, grounded in constant feedback from internal users and evolving team needs. By closely aligning design decisions with real-world workflows, I was able to ensure the final solution not only met functional requirements but also improved clarity, efficiency, and accountability across teams. The final design brought together complex data and task management into a cohesive, intuitive interface that significantly reduced friction in day-to-day operations. This project not only delivered immediate impact for internal teams but also established a scalable foundation for future feature expansion as our executive client base continues to grow.