Pebble Impact

Pebble Impact

Budgeting, Reporting, Operational Analytics - Making AI insights usable: simplifying complex decision workflows

Budgeting, Reporting, Operational Analytics - Making AI insights usable: simplifying complex decision workflows

AI / Product

UX/UI

Usability Testing

Cover Image

About the project

Role

Lead UX Designer

Client

Fluidesigns

Team

UX Designers Product Manager Developers

Timeline

4 Weeks

Stack

Miro Figma Maze Google Sheets

Year

2025

The Problem

Non-profits struggled with fragmented data, manual reporting, and limited real-time visibility into grant spending and program outcomes. Critical information lived across disconnected systems, leading to operational inefficiency, delayed decisions, and lost funding opportunities.

My Focus

Design a platform that unified grant, budget, and impact data into a single source of truth, reducing reporting overhead while enabling proactive, data-driven decision-making across teams.

Key Decisions

  • Automated reporting workflows to eliminate manual data aggregation

  • Unified financial, operational, and impact data into shared, role-accessible KPIs

  • Prioritized budget vs. actuals visibility to support real-time funding decisions

  • Designed flexible KPI builders to support diverse donor and program requirements

  • Surfaced trends and signals through live tracking and “Smart Statements”

The System

A grant-optimizing platform enabling:

  • AI-generated reports produced in minutes

  • Real-time budget tracking and spending insights

  • Integrated data views usable across departments

  • Custom impact metrics and donor analytics

  • Proactive monitoring of trends and performance

Impact

  • 80% reduction in reporting time through AI-powered automation

  • 15+ teams actively using AI for budgeting and reporting

  • 100+ demo calls booked by non-profit leaders, signaling strong adoption interest

Why This Matters

Pebble Impact demonstrates my approach to designing data-heavy platforms that remove operational friction and enable smarter decision-making at scale, especially in resource-constrained, high-accountability environments like non-profits.

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Dashboard

Reports Screen

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