How We Built Kissflow’s Charts for the AI-Driven Future

How We Built Kissflow’s Charts for the AI-Driven Future

How We Built Kissflow’s Charts for the AI-Driven Future

How We Built Kissflow’s Charts for the AI-Driven Future

Kissflow’s charts were slow, static, and frustrating. We redesigned them to be 60% faster, interactive, and AI-ready helping users make decisions faster and setting the stage for automated insights.

Overview

Team

Product Designer
Product Manager
Developer

Timeline

Aug 2024
In Development

Category

Web, Mobile

Line of Business

B2B SaaS

Project Overview

The chart redesign was initiated based on customer feedback from the pivot table redesign project. Users expressed frustration with similar issues in the charting tool, such as performance problems, limited customization, and poor usability. This led us to expand our focus to address these pain points in the charting system.

Problem

Why is it required & why now ?

You are in the middle of making a critical decision. You open your dashboard, expecting quick insights.

Instead, you stare at a loading screen.

10 seconds pass. Still waiting.

By the time the chart loads, you’ve lost momentum—and maybe, you’ve already moved to another tool.

This was the reality for Kissflow’s users.

Our users were losing trust with every slow-loading chart, causing them to abandon critical insights mid-flow. Some users started to consider alternatives due to chart limitations. To retain them promised to provide a better experience and address these challenges.

Unreliable Charts

Slow, outdated and suffered from sync issues, frustrating users and delaying decisions.

Customer Dissatisfaction

Over 30% of enterprise users reported dissatisfaction over public forms and raised bugs.

Competitive Pressure

Competitors like Microsoft and Airtable offered advanced features and raised user expectations.

This project was not only crucial for enhancing user experience but also pivotal for the future vision of Kissflow that is to empower Kissflow with AI capabilities.

Challenges customers faced

Performance Issues

Screen freezes when working with the larger data.

*Playable GIF image

GIF

Performance Issues

Screen freezes when working with the larger data.

*Playable GIF image

GIF

Performance Issues

Screen freezes when working with the larger data.

*Playable GIF image

GIF

Performance Issues

Screen freezes when working with the larger data.

*Playable GIF image

GIF

Research & Finding

Understanding the Problem

Before making a single design decision, we aimed to gain a comprehensive understanding of the pain points and unmet needs of Kissflow’s users. To gain valuable insights, we conducted three key UX activities.

Analysing Competitors

To ensure our redesign aligned with industry standards, I conducted a competitor analysis, focusing on key features offered by top platforms like Google Data Studio, Chargebee, Freshdesk, Zoho, Posthog, Monday.com, Amplitude, HubSpot, ClickUp, Plausible Analytics, Asana, Glide and others.

Key Takeaways

After listening to real users, combing through feedback, and benchmarking against competitors, it was clear we had to rebuild the core of our analytics. So we planned to tackle this by working on the foundations by focusing on the key area.

  • Performance & Scalability – Charts had to be faster and more responsive.

  • Interactivity – Users needed sorting, filtering, and drill-downs to explore data.

  • Customization – Charts had to align with brand aesthetics for enterprise users.

  • Advanced Analytics – Users expected AI-powered insights and automation.

Ideate

Expected goals

Before moving forward, we sat down with key stakeholders to discuss our findings and align on priorities. From these discussions, we shaped clear business and design goals.

Business Goals

  • Customer Retention and Engagement

  • Increase Report Adoption

  • Competitive Edge

Design Goals

  • Enhance Performance & Scalability

  • Improve User Experience

  • Advanced Interactivity

Design

Phase 1: Fixing problems

We had to fix the problems first, and make charts fast, scalable, and interactive. Then, we could rethink analytics entirely. Users weren’t asking for fancy features. They just wanted the basics to work.

So that’s where we started.

Interactive Features

The video features working of sort, advance filter & drilldown that were release on first phase.

The video features working of sort, advance filter & drilldown that were release on first phase.

GIF

The video features how the lazy loading and skeleton has been implemented.

The video features how the lazy loading and skeleton has been implemented.

GIF

Efficient Data Handling

  • For larger chart data, we used a zoom slider to load visible data, loading the rest later.

  • Displayed skeleton placeholders to give users a sense of progress and reduce perceived load time.

Customization

Gave users the power to personalize charts with colors, fonts, and layouts that align their brand.

The video features how a chart has been customized based on the need.

GIF

Design

Phase 2: Building Foundation

By fixing the problems and proving the needed features the next step was a complete visual and functional overhaul, a true transformation of the reporting UI. We redesigned the charts to make modern, clean, usable and brand-aligned. We created consistent user interactions and integrated the charts into our design system for scalability.

Redesign Focus Areas

  • Visuals

  • Usability

  • Interactions & Transitions

  • Accessibility

Improved Charts

This shown the improved charts with all possible ways of customization.

Improved Charts

This shown the improved charts with all possible ways of customization.

Improved Charts

This shown the improved charts with all possible ways of customization.

Improved Charts

This shown the improved charts with all possible ways of customization.

Comparison of Previous vs Improved Dashboard

Design system & Guidelines

After the redesign, I introduced guidelines to keep product consistent. These guidelines covered everything from visual design to interactions, helping maintain a cohesive user experience. Additionally, I integrated the new charts into Kissflow’s dev and design systems and built reusable components making it easy for everyone to adopt and maintain consistency and scalability.

Design

Phase 3: Advanced Analytics

At this point, we had fixed performance and redesigned the experience.

But we weren’t stopping there.

💡What if, instead of clicking through filters, users could just ask:
"Show me Q4 sales trends."—and AI instantly generates a chart?

💡 What if reports weren’t just static visuals, but AI-powered tools that highlight insights before the user even asks?

To achieve this we have further planned to power Kissflow analytics with AI as a support tool with features like Natural language queries, Predictive analytics and Automated insights.

But… Kisflow had other plans
Just as we were preparing for AI-first analytics, Kissflow made a strategic shift.

Instead of just improving analytics, the company was transitioning into a full-fledged AI-first low-code platform.

Looking Ahead

The New Vision: Kissflow AI-First Analytics

This stratergic change has given more room for innovations, so currently I have been working on few concepts to provide AI first analytics.

Concepts trying out

Natural Language Queries

AI-Generated Charts

Predictive Analytics

Automated Insights

"The next phase of this redesign is still under development and cannot be disclosed publicly at this stage. However, if you're interested in learning more about my experience, feel free to reach out!"

Impact

Let's talk impact

The chart redesign wasn’t just about improving aesthetics—it enhanced performance, increased adoption, and set the foundation for AI-powered analytics.

Improved Performance

  • Average chart load times reduced by 60% (from 10 seconds to 4 seconds).

Feature Adoption

  • Sorting & filtering adoption increased by 50%.

  • 30% more users actively engaging with drill-down features.

Reduced Bugs & Retained Customers

  • Resolved 85% of critical charting bugs reported by enterprise users.

  • Customer retention improved as users stopped exporting data to external tools.

Business Growth & Foundation for AI

  • New customers signed up by seeing the improved design.

  • AI-powered insights are now possible due to a stable reporting foundation.

Thank you 🤩