Enterprise
Enterprise
B2B
B2B
SaaS
SaaS
Finance
Finance
CLIENT / Rabbet
Surfacing Risks in Construction Finance
Rabbet’s intelligent construction finance platform brings efficiency, accuracy, and transparency to real estate development finance. However, as the product evolved, its interface became complex, leading to user confusion. In response, we re-envisioned the Portfolio Insights platform to prioritize glanceability and actionability. The new version presents multidimensional data views, allowing users to quickly identify and address budgetary and timeline risks across their entire project portfolio, creating a more intuitive and effective interface.
CLIENT / Rabbet
Surfacing Risks in Construction Finance
Rabbet’s intelligent construction finance platform brings efficiency, accuracy, and transparency to real estate development finance. However, as the product evolved, its interface became complex, leading to user confusion. In response, we re-envisioned the Portfolio Insights platform to prioritize glanceability and actionability. The new version presents multidimensional data views, allowing users to quickly identify and address budgetary and timeline risks across their entire project portfolio, creating a more intuitive and effective interface.
CLIENT / Rabbet
Surfacing Risks in Construction Finance
Rabbet’s intelligent construction finance platform brings efficiency, accuracy, and transparency to real estate development finance. However, as the product evolved, its interface became complex, leading to user confusion. In response, we re-envisioned the Portfolio Insights platform to prioritize glanceability and actionability. The new version presents multidimensional data views, allowing users to quickly identify and address budgetary and timeline risks across their entire project portfolio, creating a more intuitive and effective interface.
This tool dramatically reduces the time we spend on report preparation and manual data input into spreadsheets.
This tool dramatically reduces the time we spend on report preparation and manual data input into spreadsheets.
Rabbet User
Launch delivered
Meaningful Impact
Launch delivered
Meaningful Impact
Launch delivered
Meaningful Impact
The average monthly metrics for the quarter following the launch
Unique Users
48%
Unique Users
48%
Unique Users
48%
Page Visits
45%
Page Visits
45%
Page Visits
45%
HIGH-LEVEL
Problems to Solve
HIGH-LEVEL
Problems to Solve
HIGH-LEVEL
Problems to Solve
Issues were identified through low page visit analytics, customer support tickets, and conversations with both customers and Rabbet’s support team.
Before: Portfolio Insights Page
Enhance utility, clarity and actionability
Lack of actionable insights
Poor visual emphasis on critical issues and anomalies
Confusing data visualizations with insufficient explanations
Limited ability for deeper dives into issues
Earning Trust with Rabbet Custmers
This resource empowers our relationship managers to engage clients with greater confidence and insight, elevating our overall professional presentation.
This resource empowers our relationship managers to engage clients with greater confidence and insight, elevating our overall professional presentation.
Rabbet Customer
Naga Rajyalakshmi
Test Automation Engineer, Atom Power
A thorough
End to End Process
A thorough
End to End Process
A thorough
End to End Process
Define + Align
User Interviews Analytics Review Customer Support Interviews
Define + Align
Product Mission + Vision Workshop Leadership Alignment Workshop Persona + Problem Definition Roadmap Priortization User Interviews Competitive Analysis
Define + Align
User Interviews Analytics Review Customer Support Interviews
Design
Low fidelity Wireframes User Testing Accessible Design System High Fidelity Design
Design
Low fidelity Wireframes User Testing Accessible Design System High Fidelity Design
Design
Low fidelity Wireframes User Testing Accessible Design System High Fidelity Design
Deliver
Design Documentation Dev-ready Assets Design QA
Deliver
Design Documentation Dev-ready Assets Design QA
Deliver
Design Documentation Dev-ready Assets Design QA
Feature Highlights
Portfolio Composition
Draw Processing
Contingency + Schedule Risk
Highlighting Risk through Budget Commitments
Track project progress against fiscal commitments and budget utilization. Analyze data by project type, geographic region, borrower, and general contractor for comprehensive insights. Drill down capabilities allow deeper dives as needed.
Customer Issues Addressed
Track Funding Commitments and Budget Spend by Project Type, Region, Borrower, or General Contractor
Provide at-a-glance view of items nearing or exceeding projected budgets
Enable drill-down functionality for deeper context on potential issues
Before
After
Feature Highlights
Portfolio Composition
Draw Processing
Contingency + Schedule Risk
Highlighting Risk through Budget Commitments
Track project progress against fiscal commitments and budget utilization. Analyze data by project type, geographic region, borrower, and general contractor for comprehensive insights. Drill down capabilities allow deeper dives as needed.
Customer Issues Addressed
Track Funding Commitments and Budget Spend by Project Type, Region, Borrower, or General Contractor
Provide at-a-glance view of items nearing or exceeding projected budgets
Enable drill-down functionality for deeper context on potential issues
Before
After
Feature Highlights
Portfolio Composition
Draw Processing
Contingency + Schedule Risk
Highlighting Risk through Budget Commitments
Track project progress against fiscal commitments and budget utilization. Analyze data by project type, geographic region, borrower, and general contractor for comprehensive insights. Drill down capabilities allow deeper dives as needed.
Customer Issues Addressed
Track Funding Commitments and Budget Spend by Project Type, Region, Borrower, or General Contractor
Provide at-a-glance view of items nearing or exceeding projected budgets
Enable drill-down functionality for deeper context on potential issues
Before
After
© 2025 Atlas Design, LLC. All Rights Reserved. The content on this website may not be reproduced, distributed, or transmitted without the prior written consent of Atlas Design.
© 2025 Atlas Design, LLC. All Rights Reserved. The content on this website may not be reproduced, distributed, or transmitted without the prior written consent of Atlas Design.
© 2025 Atlas Design, LLC. All Rights Reserved. The content on this website may not be reproduced, distributed, or transmitted without the prior written consent of Atlas Design.