Data Profile Page Redesign

FiscalNote supports organizations to monitor, manage, and act on the issues that are important to them by combining policy and stakeholder data with AI technology and expert analysis.

This project improved policy and stakeholder tracking, usability, and business impact across government affairs teams.

Role

Lead Product Designer

Projected Business Impact

Increase ARR by 40%

Project Overview

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Problem & Technical Challenges

  • Stakeholder and policy information scattered across 5+ different platforms and tools.
  • No centralized view of communication history or engagement patterns.
  • Limited visibility into stakeholder influence levels and project impact.
  • Inconsistent relationship management across different project teams.
  • Usability Studies and User Interviews reported:
    • Difficulty locating bill summaries (in different places and it wasn’t obvious it was user generated).
    • Information layout was overwhelming and unable to locate specific details.
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Business Goals

  • Make stakeholder management more intuitive.
  • Improve task completion speed and accuracy.
  • Support account retention and ARR expansion.
  • Reduce cognitive load and feature confusion.
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Solutions

  • Simplified Search UI
    • Refined layout with clearer hierarchy
    • Consolidated filters and added advanced tag logic
  • Result Cards
    • Redesigned to surface the most relevant metadata (job title, region, last engagement)
    • Enabled sorting by engagement recency
  • System Components
    • Built 40+ reusable components to scale across FiscalNote products
    • Ensured accessibility, responsiveness, and faster developer adoption

Projected Business Impact and Results

ARR and retention improvements modeled based on usage correlation over 6 months and feedback from Customer Success.

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+16%

SUS Score

Improved usability score from 74.5 to 86.4 through better workflows.

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30+

Reusable Components

New reusable UI elements and updated data information architecture added to design system across the platform.

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-25%

Design Time

Reduced design workflows by 25% for faster delivery through reusable layouts and component patterns.

speed

-30%

Dev Time Saved

Cut implementation time by 30% via tighter design-dev handoff using Figma tokens.

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+$420K

ARR Influence

Attributed to feature adoption and improved stakeholder tracking ROI.

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-12%

Churn

Drop in churn among Government Affairs users due to workflow clarity.

Information Architecture & Components

During this project, I led a major overhaul of our information architecture to create consistency and clarity across the platform. By categorizing data types and aligning them with reusable UI components, I enabled consistent data display patterns that improved skimming and comprehension.

I also established usage rules for when to apply specific visualization styles (e.g., chips, cards, tables), and documented how each mapped to backend data structures — enabling both design and engineering to build faster, smarter, and more aligned experiences.

Process

1

Research and Analysis

We conducted usability studies and stakeholder interviews with power users and new customers.

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2

Design and Descope

Designed solutions for major painpoints and improved accessibility.

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3

Receive Feedback and Design

Tested prototypes and created intuitive design flows with clear visual hierarchy based off feedback from key stakeholders.

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4

Implementation

Iterative rollout with user feedback integration, breaking down releases into phases.

Assets

Research & Analysis

We conducted usability studies and stakeholder interviews with power users and new customers. Top pain points identified:

  • Too many irrelevant search results

  • Missing filter logic for key stakeholder tags

  • Inability to quickly determine recent updates or engagement

  • Layout overwhelmed new users and hindered task flow

Design and Descope

In order for redesigning the entity pages with in-page navigation to be digestible for our lead engineer to provide estimates, I broke out the designs into 4 step by step phases that could also add value to users.

Receive Feedback and Continue Designs

Phases 1-3 have been released and once phase 4 is released, the next steps are to work with Product Manager to gather feedback through moderated user studies (via Gong) and in-platform surveys (via Chameleon) and measure against our first round of feedback to see level of improvement with these new designs.

Jobs to be Done for Users

Policy users need to…

  • Know what is this bill / regulation / docket about? Is it relevant to my issues management team?

  • Know what is the status and lifecycle of this bill / regulation / docket?

  • Monitor and track bills / regulations / dockets etc. and if there are any changes.

  • Know if there are any other bills or regulations associated to bill / regulation / docket.

  • Organize key information to be able to find it quickly and track.

Stakeholder users need to …

  • Understand the stakeholder’s profile and everything about said stakeholder.

  • What is this stakeholder sponsoring?

  • Manage and track any key changes to stakeholders.

  • Get ahead of any risks or issues that may come if stakeholders oppose or support a bill.

  • Log key interactions with stakeholders for tracking and reporting purposes.

  • Organize key information to be able to find it quickly and track.

Implementation and Final Design

Collaborated across PM, Eng, and CS to validate workflows

  1. Built components into the central design system

  2. Delivered Figma specs + engineer support for smooth dev handoff

  3. Paired usability goals with business-level OKRs

Project Outcome & Estimated Impact

This project brought measurable usability and business improvements to a core part of the FiscalNote platform—helping policy professionals act faster, with more confidence, and ultimately stay engaged. It Directly supported two top level business goals.

  • Improve stakeholder management efficiency

  • Increase platform retention + ARR through better workflows