[Case 01]
Designing a mobile-first analytics app that brings Catalyst’s insights into the field for benefits brokers.
B2B SaaS · Data & Analytics · Employee Benefits
Catalyst Mobile: Bringing Data-Driven Decisions Into the Field
A mobile app that gives benefits brokers on-the-go access to Catalyst’s dashboards, LLM insights, and push-based workflows.
[Project Overview]
Design a mobile-first version of Catalyst that surfaces key snapshots, metrics, and alerts for brokers on the go. Catalyst is a data platform for benefits brokers, originally built for desktop, which left field-based users without easy access to live data while commuting or on-site with clients.
[Problem Statement]
Benefits brokers rely on Catalyst to understand plan performance, benchmark against the market, and respond to client questions. But because the experience is desktop-only, many brokers can’t use it when they actually need it, on the way to a client meeting, in the elevator, or right after a call. \n\nWithout a mobile experience, brokers screenshot dashboards, rely on outdated PDFs, or simply make decisions without the latest data. The lack of on-the-go access also limits engagement and adoption, especially for more casual or non-analyst users.
[Opportunities]
On-the-go access to insights: Make Catalyst snapshots and key metrics accessible in a few taps from a phone.
Increase engagement with push: Use targeted notifications and reminders to pull users back into Catalyst when something important changes.
Design for “snackable” decision-making: Reshape complex dashboards into concise, mobile-friendly views that support quick decisions instead of deep analysis.
Reduce friction around security:Design authentication flows that balance enterprise-grade security with minimal friction on mobile (SSO, Azure B2C, MFA).
Establish a mobile design foundation: Create patterns for scalable data visualization, navigation, and alerts that can support future features (e.g., configurations, offline access).
[Industry]
B2B SaaS · Data & Analytics · Employee Benefits
[My Role]
Senior Product Designer
[Platforms]
Mobile · iOS & Android
[Timeline]
1-week concept to deploy sprint (Discovery → UX flows → UI design → Development → QA → Deploy)
[Project Type]
MVP
[Status]
Shipped
[Persona]
Jordan Miller
Employee Benefits Consultant at a regional brokerage
38 Years
Chicago, IL
Comfortable with Enterprise Technology
Female
[Goal]
Quickly answer client questions with current data while on the go.
Spot issues in client plans early through proactive alerts instead of end-of-quarter surprises.
Reduce prep time before meetings by having key metrics and summaries in one place on mobile.
[Frustrations]
Current dashboards are desktop-only and unusable on a phone screen.
Security flows (SSO, MFA) are clunky on mobile and often log her out mid-day.
She has to screenshot or export dashboards ahead of time because she can’t reliably pull data during a client conversation.
[Process]
[Outcome]
Defined a focused mobile MVP: Authentication, Snapshot view, and push notifications aligned with business goals and technical constraints.
Created a mobile design system and interaction patterns for data visualization, ready for implementation across iOS and Android.
[Key Learning]
