Live wireframing: lean BI using AI

About the workshop

This workshop explores dashboard wireframes as lightweight thinking tools that enable rapid iteration before any technical implementation begins. Like Lean Startup’s “build-measure-learn” loop, but for dashboards - wireframe, review, refine, then build.

I’ll demonstrate live how we’re using LLMs to:

• Conduct structured stakeholder and user interviews - Understanding both the why and the what - the need for the dashboard, the projected business impact, the intended audience, the before/after scenarios, what decisions need to be made, what actions will be taken, what questions need answering. Not just what metrics to display.
• Convert interview notes into well-structured requirements - Merging multiple interview notes, summarizing them and structuring them into a dashboard requirements document.
• Evaluate the requirements on multiple dimensions - Are they complete? Are they clear or are there conflicts? Are there any gaps? Are there any follow-ups required?
• Generate a dashboard spec from requirements - Tabs, layouts, sections, components, representation, component behaviour (hover/click/drill-down), global actions (filters), user flows/storyboards, context / help elements.
• Generate wireframes from the dashboard spec - Converting the dashboard spec into a wireframe with visual layouts showing metric grouping, navigation flows, and interaction patterns - all without data or BI tools.
• Updating wireframes, specs and requirements based on feedback - How to update the three artifacts while keeping them in sync and also maintaining historical record of updates. Changes flow both ways. Nothing gets lost.
• The second side of the wireframe - scoring & prioritization - How to score dashboard components by data availability, effort and impact, effectively creating a dashboard roadmap with iteration planning.

The core principle - wireframes are 100x cheaper and faster to change than dashboards. By decoupling design from implementation, we enable true iteration. Stakeholders see concrete designs in hours instead of weeks. BI teams get clear specifications instead of guesswork.

I’ll walk through real examples from initial conversation to final wireframe, showing the decision-first methodology in action.

Prerequisites

Level: All levels (basic, intermediate, advanced) of BI analyst, data analyst, dashboard designer, BI/Analytics Manager, VP of Analytics.
Prerequisites: None
Hardware requirements: Any laptop, with access to ChatGPT/Claude. **Even better if you are on the pro plan, for larger conversation limits.

What you will build

By the end of this workshop, you’ll have:

• A complete dashboard requirements document - Generated from a simulated stakeholder interview, covering business goals, user personas, key decisions, metrics, and success criteria
• A structured dashboard specification - Breaking down your requirements into tabs, sections, components, interactions, and user flows
• Production-ready dashboard wireframes - Visual mockups of your dashboard showing layout, chart types, filters, and navigation - ready to hand off to your BI development team
• Reusable prompt templates - A toolkit of LLM prompts for requirements gathering, design generation, and iteration that you can use immediately in your work
• Your own workflow - A customized process for moving from vague business requests to clear dashboard designs using AI, including version control strategies

You’ll leave with artifacts you can use on a Monday morning, plus the skills to replicate this process for any future dashboard project.

Workshop flow

Module 1: The problem & introduction (10 mins)

• Why dashboard projects fail: the requirements gap
• The cost of iteration in traditional BI tools
• Introduction to Lean BI principles and wireframes as thinking tools
• The solution: a better way

Module 2: Structured stakeholder & user interviews (15 mins)

• Live demo: conducting interviews using LLM personas
• Understanding the why and the what: business impact, decisions, actions, questions
• Understanding past efforts and existing dashboards/reports
• Participants practice with provided scenarios
• Common interview pitfalls and how to avoid them

Module 3: Requirements processing (15 mins)

• Converting interview notes into structured requirements documents
• Merging and summarizing multiple interview perspectives
• Evaluating requirements: completeness, clarity, conflicts, gaps
• Hands-on: participants transform their interviews into requirements

Module 4: Converting requirements into a dashboard specification (15 mins)

• Generating structured specs from requirements
• Defining tabs, layouts, sections, components, behaviors
• User flows, interactions, and help elements
• Hands-on: creating your dashboard spec

Module 5: Wireframe generation (20 mins)

• Live demo: spec to wireframe conversion
• Understanding the design decisions being made
• Visual layouts, metric grouping, navigation flows
• Hands-on: generating wireframes from your spec

Module 6: Iteration & synchronization (15 mins)

• Expectation setting
• Updating wireframes, specs, and requirements based on feedback
• Maintaining three-way sync across all artifacts
  Version control and historical record-keeping
  Handling conflicting stakeholder feedback

Module 7: Scoring and prioritization (15 mins)

• Understanding what is currently possible vs what will be possible in the future vs what will not be possible
• Using a scoring framework to prioritise and plan
• Iteration planning and roadmap

Module 8: Implementation hand-off (15 mins)

• Translating wireframes to BI tool specifications
• Documentation for developers
• Setting up feedback loops post-implementation

Wrap-up and Q&A (30 mins)

• Reviewing your complete workflow
• Extending this idea
• Next steps for implementation in your organization
• Open discussion and troubleshooting

Key takeaways

1. Practical LLM approaches for dashboard requirements gathering and design generation that you can implement immediately with ChatGPT or Claude
2. Lean BI methodology - How to apply product thinking and rapid iteration to analytics work using wireframes as thinking tools
3. Decision-first framework for dashboard design that ensures every visualization serves a specific business decision or action
4. Three-way synchronization system - Maintaining alignment between requirements, specifications, and wireframes while preserving change history
5. Time compression techniques - Cut your dashboard development cycle from weeks to days by decoupling design from implementation
6. Reusable toolkit - Prompt templates, evaluation criteria, and design principles you can apply to any dashboard project

Audience

• BI professionals tired of endless revisions and unused dashboards.
• Dashboard designers and UX designers looking to use AI to improve their work outcomes
• Anyone interested in bringing Product + UX thinking to analytics.

About the instructor

Vikram Nayak is the founder of ChartBoss, an applied data visualization company. He is on a mission to help professionals easily and effectively communicate data insights. The ChartBoss team is building easy-to-use AI tools for both experts and non-experts to make charts and dashboards that get the message across.
Vikram’s consulting work falls into 2 main tracks: data product design and BI and reporting systems.

How to attend this workshop

This workshop is open for The Fifth Elephant annual members and for The Fifth Elephant 2025 Winter Edition ticket buyers

This workshop is open to 30 participants. Seats will be available on first-come-first-serve basis. 🎟️

Contact information ☎️

For inquiries about the workshop, contact +91-7676332020 or write to info@hasgeek.com