Enterprise Dashboards · 2025 – 2026 · CASE STUDY

Aegis Credit Terminal Dashboard

Comprehensive enterprise design system and administrative console for the Aegis Credit Terminal—an institutional debt intelligence and risk monitoring platform. Powers corporate credit onboarding, tiered role-based user management, live analyst debt pricing commentary, and macroeconomic sector news curation.

Company
Aegis Financial
Client
Aegis Credit Terminal Platform
Timeline
3 Months
Scope
Financial UI, Admin Console, Role-Based Access Control, Credit Intelligence, Design Systems, Figma Prototyping

Overview & TL;DR

The Challenge: Institutional credit operators and terminal administrators required a robust, distraction-free control console to manage multi-company onboarding, role-based analyst permissions, and real-time debt pricing and macroeconomic sector intelligence without operational latency.

My Role: Lead Product Designer — conceptualized and engineered the complete dark-mode design system, administrative workflows, entity onboarding architecture, and editorial publishing console.

The Method: Engineered high-density tabular user management layouts, collapsible accordion commentary workflows with draft-to-publish states, and structured metadata forms adhering to strict dark-mode contrast standards.

The Problem

Credit surveillance platforms demand precision and rapid administrative turnaround. Institutional administrators juggle multi-entity corporate structures (e.g., Apex Brands Group, Chefs' Warehouse, Horizon Global), assigning granular roles (Company Admin, User) while simultaneously publishing market-moving debt pricing commentary, covenant compliance updates, and geopolitical risk assessments across tight reporting cycles.

Process & Implementation

Enterprise Admin Console & Multi-Entity Management

Architected the core administrative console allowing platform operators to manage company profiles, provision corporate administrators, and audit user access status.

  • Streamlined multi-company onboarding workflows with instant contact delegation and entity tagging
  • High-clarity user administration table featuring status badges (Active, Pending) and role hierarchy tokens
  • Persistent dark-theme UI with teal primary accents and slate secondary tones for sustained analyst focus

Structured Commentary & Sector Intelligence Publishing

Designed a modular editorial environment for credit analysts to author, stage, and publish real-time debt commentary and macroeconomic risk alerts.

  • Collapsible category drawers for Debt Pricing, Capital Structure, and Covenant Compliance with live publication timestamps
  • Draft-to-Publish state toggles ensuring thorough review before pushing market intelligence to terminal subscribers
  • Categorized sector news curation modules spanning Regulatory, Geopolitical, and Monetary Policy feeds

Measurable Outcomes

+70%
Admin Workflow Efficiency
Faster company onboarding and user provisioning across institutional accounts
Instant
Editorial Turnaround
Streamlined live commentary and sector risk publishing without developer intervention
100% Dark
Design System
Ergonomic, high-contrast dark theme optimized for intensive financial terminal environments

Transformed institutional credit administration into a streamlined, high-efficiency command center, uniting multi-company user management with rapid market commentary and sector intelligence distribution.

Visual Artifacts & Gallery

  • Admin Console — Add New Company & Corporate Entity Onboarding Workflow (Asset: /assets/projects/aegis-terminal/aegis-admin-01-onboarding.webp)
  • Admin Console — Role-Based User Management & Access Status Matrix (Asset: /assets/projects/aegis-terminal/aegis-admin-02-manage-users.webp)
  • Admin Console — Analyst Commentary Sections (Debt Pricing, Capital Structure & Covenant Compliance) (Asset: /assets/projects/aegis-terminal/aegis-admin-03-credit-commentary.webp)
  • Admin Console — Sector News & Commentary Publishing (Regulatory, Geopolitical & Policy Subsections) (Asset: /assets/projects/aegis-terminal/aegis-admin-04-sector-news.webp)
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