The Project
Designed a new portfolio reporting feature to help users summarise sustainability impacts across multiple assessments in a single, client-ready document. The goal was to support strategic decision-making and communication by providing a clear, high-level overview of environmental performance.
The solution needed to balance technical accuracy with accessible presentation, enabling both LCA professionals and business stakeholders to extract insights quickly, without digging through individual reports.
The Problem
Users lacked an efficient way to communicate high-level sustainability insights across multiple assessments. While Portfolio+ allowed detailed analysis of individual products, there was no streamlined way to report on a group of assessments collectively.
This created challenges for:
Sustainability consultants who needed to deliver portfolio-wide insights to clients
In-house teams wanting to track environmental performance across projects or suppliers
Business stakeholders seeking a clear, executive summary to support strategic decisions
Without a summary view, users had to manually compile data from individual reports, costing time and increasing the risk of inconsistency.
The Solutions
A new Portfolio Report feature that summarises key sustainability metrics across multiple assessments in a clear, structured format.
The design focused on providing high-level insights while preserving traceability to underlying data. Key solutions included:
Standardised Portfolio Summary Layout
A clean, modular structure presenting environmental impacts, hotspots, and trends across multiple assessments in one view.Dynamic Report Generation
Users could select which assessments to include, enabling tailored reports for different clients, suppliers, or product lines.Readable Visual Indicators
Used light visual elements (e.g., icons, status tags, hierarchy) to highlight key findings without overwhelming stakeholders.Built-In Context and Explanations
Integrated in-line guidance and descriptions to help non-technical stakeholders interpret results accurately.Consistency with the Core Platform
Maintained visual and structural alignment with Portfolio+’s reporting system to ensure trust and ease of use.
Deliverables
Web App
UI Branding
Design system
Team
Technical Lead Developer
UI/UX Designer
Product Owner (PO)
Scrum Master
Tester
What We did
UI/UX Research
UI/UX Design
Client’s Goals
Enable clear, portfolio-level sustainability reporting to support business and client communication.
The client needed a flexible, accessible reporting tool that would increase the platform’s value to both technical and non-technical users.
Improve Portfolio-Level Visibility
Provide a single report view that captures the environmental impact across multiple assessments, enabling high-level comparisons and summaries.
Reduce Manual Reporting Work
Eliminate the need to compile results manually from individual assessments, saving time and improving consistency.
Enhance Client Communication
Equip consultants and internal teams with an easy way to share portfolio insights in a clean, professional format.
Expand Platform Value for Consultants and Analysts
Offer functionality tailored to workflows where grouped reporting is essential, strengthening retention among key user groups.
Target Audience
Designed for sustainability consultants and in-house teams managing multiple assessments at once.
The feature serves users who need to communicate environmental impact clearly across products, suppliers, or projects, often under time constraints and for mixed audiences.
Primary Users
Sustainability Consultants creating reports for clients across sectors
Environmental Analysts comparing performance across portfolios
Procurement and ESG Teams tracking supplier or product group impact
User Needs
Communicate sustainability findings at a high level without losing credibility
Summarize trends and trade-offs across assessments
Provide client-ready reports that blend data with interpretation
Behavioral Patterns
Work with multiple assessments simultaneously
Frequently produce deliverables for external or executive stakeholders
Need tools that reduce reporting time without sacrificing data quality
Core Features
Portfolio Summary Layout
Assessment Selection Tool
Hotspot & Trend Highlights
Contextual Descriptions for Non-Experts
Consistent Visual Hierarchy for Easy Scanning
Additional Features
Export to PDF for Client Delivery
Responsive Layout for Presentations
Auto-Generated Headings & Annotations
Lightweight Visual Indicators (Tags, Icons, Highlights)
WCAG-Compliant Colour & Typography
Achievements
Streamlined Client Reporting Workflows
Reduced time spent compiling multiple assessments into external-ready reports.
Expanded Platform Usage Across Teams
Adopted by both technical and non-technical users, increasing cross-functional value.
Strengthened Portfolio+’s Competitive Positioning
Added value that differentiated the platform from other LCA tools lacking grouped reporting features.
Positive Feedback from Consultants
Praised for its clean layout, clarity, and usefulness in client-facing presentations.
Improved Communication of Key Impacts
Helped users highlight environmental hotspots and portfolio-level trends with ease.
Information Architecture
Organising information flow for intuitive and efficient user journeys.
User Interface (UI) Design
Project Management
We chose the Agile methodology for this inventory software development project because it supports iterative development and adapts easily to changing requirements. This approach allowed us to make frequent updates and continuously improve the project based on feedback.
Sprints
We divided the project into short development cycles (sprints) with frequent releases and updates that kept the project on track
Communication
We used teams and Jira for project management to organize tasks, track progress, and collaborate efficiently with maximum visibility.
Cross-functional Teams
Our developers, designers, and testers worked closely together to ensure seamless integration and high-quality outcomes.
User Feedback
We placed a strong emphasis on user feedback to drive iterative improvements.
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