Harmonic summary and saved views.

Role

Senior UX/UI designer

Role

Senior UX/UI designer

Timeline
12 weeks, 2025

Project type
New features

Team
6 people

Impact

Increased time-to-value by automatically surfacing key insights and reducing the effort required for users to access meaningful data.
Improved customer retention by addressing a highly requested portal capability and enhancing day-to-day usability.
Strengthened sales and proof-of-value (POV) outcomes by enabling clearer reporting and demonstrating product impact to both prospects and internal teams.

• Time to Value was increased by surfacing key insights automatically and reducing user effort.

• Increased customer retention by solving a requested portal improvement.

• Helps win new deals and (POV) trials by delivering key values and enhanced reporting metrics to both the potential customer and our internal sales and support teams.

Problem

Customers currently lack an easy way to surface key insights across Harmonic’s portal. There is no functionality that enables users to save filtered data sets or create tailored summary metrics within the platform, which limits their ability to efficiently track and report on the information most relevant to them.

Challenges

• This was a large and complex PRD turning data into insights and then allowing customers to apply filters and then store these data sets into reusable pages for monitoring and reporting.

• Will the new summary views make current usage and adoption screens redundant?

• This was one of my first projects at Harmonic and I didn't yet understand how the data or product worked, meaning I had to ramp up while delivering.

• This was a large and complex PRD turning data into insights and then allowing customers to apply filters and then store these data sets into reusable pages for monitoring and reporting.

• Will the new summary views make current usage and adoption screens redundant?

• This was one of my first projects at Harmonic and I didn't yet understand how the data or product worked, meaning I had to ramp up while delivering.

Solution

Saved Views became a hidden side panel for storing filtered data sets, while Summary Views were redesigned as toggleable cards with adjustable filters.

At the outset, the team faced challenges in structuring and managing the PRD due to its size and complexity. To address this, we divided the work into six deliverable phases, reduced the overall scope, and deprioritised certain features. We began by focusing on the Saved Views functionality before moving on to explore and define the Summary Views experience.

Create, edit or delete a saved view from the side panel.

Enables more flexible reporting for CISO persona's

Promotes secure AI adoption by surfacing trends and anomalies.

Supports multiple stakeholders with views that reflect priorities.

Solution

Saved Views became a hidden side panel for storing filtered data sets, while Summary Views were redesigned as toggleable cards with adjustable filters.

Discovery and learnings

Customer interviews and early wireframes

We initially relied on feedback from existing channels and tested early concepts internally. We then spoke with a targeted group of customers who needed clearer data, saved filters, and better reporting, using high-fidelity wireframes that evolved into more detailed designs over time.

Customers loved the new Summary views but still asked for more curated data by Harmonic

The ability to save their filtered applications and alerts pages was useful and easy to use

Creating how might we and listing customer wants to help get into their way of thinking.

Using Claude and Figma Make to explore different ways of displaying data early in the concept phase.

Early iterations, we tested and discussed with customers.

Final designs