# Sisense AI Assistant - SaaS & UX UI Design

URL: https://rondesignlab.com/cases/sisence-ai-assistant-saas-ux-ui-design

> Explore Sisense, the powerful business intelligence platform for data analysis and visualization.

## Sisense AI Assistant - SaaS & UX UI Design

![Finance AI | UX & UI Design](https://res.cloudinary.com/ducxztw9n/image/upload/v1754569435/sisence_ai_assistant_intro_screen_63e0320fb0.jpg)
*Finance AI | UX & UI Design*

Before we got started there was the

## Case structure

A Sisense case study would focus specifically on the use of the Sisense platform as the solution. The Design section would delve into details of data acquisition, dashboard development, and functionalities utilized within Sisense.

### 01 - Research

We carefully analyzed the market and surveyed users to fine-tune the features and functions of the app.

### 02 - Design

We explain the process of connecting Sisense to data sources, data transformation techniques used to ensure data accuracy.

### 03 - Presentation

We delivered an impactful data-driven presentation focused on specific audience needs that resonated with stakeholders.

### 04 - Testing

We gathered valuable user feedback through in-depth testing. This emphasizes both the testing process and the valuable insights gained.

![](https://res.cloudinary.com/ducxztw9n/image/upload/v1752501345/screenshot_finance_insights_mobile_9424c644d1.webp)

![AI Finance | UX & UI Design](https://res.cloudinary.com/ducxztw9n/image/upload/v1752501333/mobile_financial_analysis_queries_d3ab16b6ff.webp)
*AI Finance | UX & UI Design*

Now let`s take a look at

## Problem & Solution

We identified real user challenges within the Sisense AI Assistant - SaaS project related to managing and interpreting large volumes of data efficiently. Based on these insights, we proposed targeted solutions to enhance data exploration, simplify decision-making, and deliver a better overall user experience.

### Problem

Massive datasets contain a huge amount of information. Sisense AI Assistant - SaaS example might present all this information at once, making it difficult to quickly identify the most important details and patterns.

### Solution

Implement Al-powered data exploration features. These features can analyze user behavior and suggest relevant data points, visualizations, or insights based on their initial exploration patterns.

![Finance And AI | UX & UI Design](https://res.cloudinary.com/ducxztw9n/image/upload/v1752501343/screenshot_finance_app_ui_75d91d7d78.webp)
*Finance And AI | UX & UI Design*

Up first, let`s explore the

## Branging & Logo

Sisense establishes a strong brand identity through its distinct logo and carefully curated brand guidelines. The Sisense logo serves as a visual representation of the brand. It features a bold, modern typeface.

Sisense offers comprehensive brand guidelines, a document outlining the proper usage of the logo, fonts, colors, and overall brand voice. These guidelines ensure consistency across all communication channels.

## Outcome Insight

### 42% of Sisense users

expressed a desire for a wider range of visualization options for a more tailored data presentation.

![AI For Finance | UX & UI Design](https://res.cloudinary.com/ducxztw9n/image/upload/v1752501352/finance_ui_person_654ddc349e.webp)
*AI For Finance | UX & UI Design*

![AI And Finance | UX & UI Design](https://res.cloudinary.com/ducxztw9n/image/upload/v1752501334/mobile_screenshot_finance_36b7bc74d6.webp)
*AI And Finance | UX & UI Design*

Up first, let`s explore the

## Typography & Colors

To support a clean, modern interface, we selected the **Urbanist typeface** for its simplicity, high readability, and versatility across digital platforms. Its balanced proportions ensure that Sisense AI Assistant - SaaS ui / ux, data and interface elements remain clear and accessible, even in dense analytical environments.

For the color palette, we used a set of **soft pastel tones**: blue for trust and structure, green for balance and analytics, and lemon yellow for energy and highlights. These colors work harmoniously to guide attention without overwhelming the user.

We also developed **light and dark modes** to adapt to different environments and user preferences, improving comfort and accessibility for extended usage.

![AI In Finance Industry | UX & UI Design](https://res.cloudinary.com/ducxztw9n/image/upload/v1752501346/sisense_ai_assistant_finance_dashboard_meter_879a7bc7ea.webp)
*AI In Finance Industry | UX & UI Design*

Before we get started, here is

## Design Process

This user-focused design process fosters a platform that empowers individuals of various technical backgrounds to unlock the potential of data through intuitive data exploration, insightful visualizations, and secure collaboration tools within Sisense.

![AI Personal Finance | UX & UI Design](https://res.cloudinary.com/ducxztw9n/image/upload/v1752501335/mobile_ui_finance_analysis_fc53d7d29f.webp)
*AI Personal Finance | UX & UI Design*

Briefly, here`s what you need to know about

## App Architecture

The architecture of the Sisense app was designed with scalability, performance, and flexibility in mind. Its modular structure allows us to design each feature as an independent component, ensuring visual consistency, easier scalability, and a smoother user experience across the entire interface.

![Finance Artificial Intelligence | UX & UI Design](https://res.cloudinary.com/ducxztw9n/image/upload/v1752501345/sisense_ai_assistant_finance_analysis_d7ca11630d.webp)
*Finance Artificial Intelligence | UX & UI Design*

Before we get started here, is the

## User Reseach

We recently conducted user research involving **28 individuals**. Through interviews, surveys, or usability testing we gathered valuable insights into pain points and user needs.

> I’d love to see smarter insights and quicker ways to find the data that actually matters. Data whispers, but insights shout.
>
> — Zoe K., Data analyst

![Artificial Intelligence And Finance | UX & UI Design](https://res.cloudinary.com/ducxztw9n/image/upload/v1752501348/sisense_ai_assistant_finance_interface_ef86312359.webp)
*Artificial Intelligence And Finance | UX & UI Design*

Jumping right in, here`s the

## Sisense Grid System & Landing Page

**Sisense layout grid** is formed by vertical columns that divide the design space. This creates a framework for positioning elements like text, images, and other user interface components.

We designed a **landing page** to present the core capabilities of the platform. Sisense empowers businesses to turn complex data into clear, actionable insights. With its robust analytics engine and intuitive interface, the platform helps teams across all levels make confident, data-driven decisions.

![Artificial Intelligence For Finance | UX & UI Design](https://res.cloudinary.com/ducxztw9n/image/upload/v1752501351/sisense_financial_dashboard_82ccf19c79.webp)
*Artificial Intelligence For Finance | UX & UI Design*

## Mobile app

As part of our initiative, we extended our focus to crafting a mobile app, aligning with our commitment to delivering an intuitive and visually captivating platform.

We prioritize understanding the diverse needs of Sisense users. Recognizing the importance of efficient data exploration, our design prioritizes user-friendliness. This ensures users can effortlessly navigate the platform, access critical insights, and unlock the power of data analysis with minimal effort.

![AI In Finance | UX & UI Design](https://res.cloudinary.com/ducxztw9n/image/upload/v1752501355/financial_mobile_design_iphone_8a4827e9e5.webp)
*AI In Finance | UX & UI Design*

To get us on the same page, here are the

## Pain points this app solves

By addressing these pain points, Sisense aims to streamline data exploration, analysis, and communication, ultimately leading to better decision-making for its users.

### 23% of users

consider advanced features and customization options to have a steeper learning curve.

### 42% of respondents

expressed a desire for a wider range of visualization options for a more tailored data presentation.

### 67% of users

struggle to identify the most relevant data points from vast datasets.

![Finance And Artificial Intelligence | UX & UI Design](https://res.cloudinary.com/ducxztw9n/image/upload/v1754570895/sisense_ai_assistant_pain_points_471058e827.jpg)
*Finance And Artificial Intelligence | UX & UI Design*

Mobile app

## Sisense Mobile App

Based on in-depth user research and behavioral insights, our team identified key needs and pain points within the analytics workflow. As a result, we proposed focused UI solutions for the app to make complex analytics more intuitive and actionable for every user.

## Key Features

### Smart Data Discovery

AI-powered suggestions help users surface the most relevant data and insights based on their behavior and query patterns. No need to dig through endless charts!

### Customizable Dashboards

Easily build interactive, role-specific dashboards with drag-and-drop components, allowing teams to monitor exactly what matters in real time.

### Seamless Data Integration

Connect data from multiple sources into a single, unified view without complex setup or engineering support.

![Artificial Intelligence Finance | UX & UI Design](https://res.cloudinary.com/ducxztw9n/image/upload/v1752501334/mobile_finance_screenshot_dcb3358229.webp)
*Artificial Intelligence Finance | UX & UI Design*

> 70% of Business Analysts and Operations Managers are using access to advanced analytics capabilities, in a meaningful way.
>
> — Brittany Lee, CIO at Sisense

![Artificial Intelligence In Finance | UX & UI Design](https://res.cloudinary.com/ducxztw9n/image/upload/v1752501343/person_using_laptop_finance_analysis_9a84dcca64.webp)
*Artificial Intelligence In Finance | UX & UI Design*

Before we get to the end, here is the

## Social Media

We recently conducted **15 user interviews** that provided us with key insights to **improve** Sisense social media and make them **more accessible and engaging**.

Based on this research, we redesigned content formats, adjusted visual hierarchy, and introduced clearer messaging to better align with users' expectations and browsing behavior.

![AI Marketing Solutions | UX & UI Design](https://res.cloudinary.com/ducxztw9n/image/upload/v1752501337/iphone_finance_interface_f0b5f0b5ab.webp)
*AI Marketing Solutions | UX & UI Design*

About Work Done

## Result

From competitor analysis to the tangible outcome you see today. Our journey in designing Sisense has been a transformative one. Our project showcases a special and captivating brand image designed carefully to meet its goals. The team's strong dedication is evident in creating a super easy-to-use interface.

> Sisense delivers a seamless analytics experience, empowering our team to unlock the full value of data like never before.
>
> — Brittany Lee, CIO at Sisense

![Artificial Intelligence In Corporate Finance | UX & UI Design](https://res.cloudinary.com/ducxztw9n/image/upload/v1754571386/sisense_ai_assistant_result_dd4ff501ac.jpg)
*Artificial Intelligence In Corporate Finance | UX & UI Design*