CASE STUDY

How Kalon helped Vizient
‍save 200+ hours per month
with a custom PL Hub dashboard

Strategy

UI/UX Design

Web Development

Accessibility Audit

Tasks for each project that can be completed

Simplifying the Life of Project
Managers

How we built a custom dashboard for Vizient to save their project leads hours every month.

Expertise

Design

UX Research

Blazor Front-end Development

SQL Database

Automation

Platforms

Web

Okta

Vizient helps health care organizations improve their performance. It starts with their mission, centered on helping members achieve sustainable results.

Project Overview

Vizient’s project management team needed a smarter way to handle complex workloads, report health metrics, and monitor progress across multiple systems. Their project leads were spending hours each month juggling data between Kantata, Tableau, and manual spreadsheets just to create accurate reports.

To eliminate repetitive work and give teams real-time visibility into project health, Kalon built a unified Project Lead Hub — a custom web application that integrates data from Kantata and Tableau into a single, actionable dashboard. The result: faster reporting, fewer errors, and more confident decision-making.

Bottleneck

Project leads were switching between multiple tools — manually merging data to track progress and report results.

This manual process created several challenges:

Reporting consumed several hours each week.

Data mismatches caused uncertainty in project status.

Delayed insights slowed corrective actions.

Our Solutions

Kalon built a custom Project Lead Hub that unites Kantata data and Tableau analytics in one real-time dashboard. The Hub automates reporting, synchronizes data, and visualizes key metrics for faster decisions.

Key improvements include:

Automated data sync replaced manual exports.

Real-time insights for every project lead.

Monthly reports completed in minutes, not hours.

Key wins from the project

With every project Kalon takes on, we want to know what success looks like for our clients so that we can build a solution that has a positive impact on the business instead of simply building to a spec.
From the outset, we engaged closely with stakeholders to pinpoint the key wins and shaped the platform with a deliberate focus on achieving those specific objectives. This collaborative approach ensured that the resulting solution truly addressed Vizient's needs and contributed to their ongoing success.

Project Leads

can complete their daily tasks faster and with fewer steps.

Project Schedules & Reports

are generated automatically with accurate data and clear project insights.

New Hires

onboard faster thanks to guided workflows and smart prompts.

Design System

Crafting a design system that aligns with UI standards while staying true to the established brand involves thoughtful grid alignment, consistent typography, and a cohesive color palette. Each element is designed to capture the user's attention and reinforce the brand’s identity in a visually appealing way.

Defining colors

For the custom dashboard, our team at Kalon focused on a visually appealing and accessible design. We selected a primary color palette featuring Vizient's signature blue that borders on purple, complemented by secondary colors such as vibrant orange and various shades of gray. This balanced palette maintained a clean aesthetic while highlighting essential information effectively.

Typography

In terms of typography, we chose the versatile and legible Soleto font, using different weights and sizes to establish a clear visual hierarchy. This combination of color and typography created an engaging interface that enhanced the user experience, allowing project leads to easily access and understand vital information for efficient project management and improved decision-making.

The right information at just the right time

In order to make informed decisions, project leads needed relevant information for the task they were completing at their fingertips. When scheduling hours for people on a project they needed to know how many hours someone was budgeted for on a project, but also how much time have they actually spent.

We not only surfaced this information by created visualizations to make it easy for project leads to digest and act on the information. Similarly, for project health reports we surfaced up-to-date information about each project so project leads could provide accurate assessments and give qualitative updates based on the quantitative data.

SUBHEADLINE

Headline

In a world where creativity meets organization, our platform offers a seamless experience for those planning unforgettable gatherings. With tools to curate guest lists, dispatch invitations, and monitor responses, we ensure every event is a success.

As simple as checking a box

Each project received its own dedicated project dashboard with all of the relevant information summarized for that project. The project lead was responsible for 4 tasks each month, so we streamlined the process by creating an intuitive interface that allowed them to effortlessly complete those tasks and view their status, ensuring they were always aware of their progress and completion. For tasks that could be completed in the PL Hub, the platform marked those off automatically to save time and improve data accuracy.

As Fast and flexible as checking a box

One of the things we always try to balance is simplicity and flexibility. Often times, the more flexible a solution is, the more complex it becomes. It takes great design to come up with a powerful, yet simple solution. Scheduling hours for larger projects with 50+ people was a time consuming process before the PL Hub. We designed a process to allow project leads to schedule hours in one intuitive screen. With bulk actions and thoughtful defaults, 90% of project leads could update scheduled hours in less than a minute. For those that wanted a more nuanced approach, smart defaults could be adjusted on a case-by-case basis, saving time and providing accurate results.

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