InsightBee

A self-serve Business Intelligence platform designed to transform a traditionally manual, high-touch service into a scalable digital product.

Evalueserve operated as a global leader in business intelligence, but much of its process relied on offline, phone-led interactions tailored to large enterprise clients.

This model created friction, limited access, and introduced operational inefficiencies. The opportunity was to rethink how business intelligence could be delivered, shifting from bespoke, analyst-driven workflows to a more accessible, technology-enabled platform.

Reimagine business intelligence delivery by:

• Moving offline, manual processes into a digital, self-serve environment
• Expanding access beyond enterprise clients to a broader market
• Using machine learning to accelerate research and content creation
• Refocusing human expertise on high-value analysis rather than repetitive tasks

This represented an industry-first shift toward self-serve Business Intelligence.

The ambition required balancing multiple layers of complexity:

• Translating nuanced analyst workflows into intuitive user experiences
• Designing for both automation and human intervention in a cohesive system
• Managing highly complex data, research inputs, and outputs
• Coordinating across a globally distributed team working in agile

Additionally, new product directions often came with aggressive business requirements that risked overwhelming usability.

The strategy centered on augmentation rather than replacement:

• Applied machine learning to automate data aggregation and initial content generation
• Designed systems where analysts could step in at critical moments to refine and add insight
• Created self-serve workflows that simplified access without reducing depth
• Structured the experience to progressively reveal complexity based on user needs

Close collaboration with product owners ensured alignment between business goals, technical feasibility, and user experience.

Led design and delivery across multiple dimensions:

• Defined UX and interaction models for customer-facing and internal tools
• Developed the brand and design system
• Designed UI and managed front-end production
• Supported backend tooling, including analyst research and report construction interfaces

Worked within a globally distributed team:

• Product: India
• Engineering: Zurich
• Front-end: Prague
• Design: London

Initial MVP was delivered in 6 months.

The MVP validated the shift toward self-serve business intelligence and secured continued investment.

The engagement extended into a 4-year partnership, resulting in a broader ecosystem of tools and products that expanded the platform’s capabilities.

InsightBee established a new model within the industry, combining machine efficiency with targeted human expertise to deliver scalable, high-quality intelligence.