02 / SaaS & collaboration

SaaS and Cloud Technology Company

In six months, I established an experience foundation for a suite of applications, and delivered beyond the original scope.

Role: Design Team Lead

The Situation

The client provided SaaS and cloud-based tools for collaboration and IT management. Its internal and customer-facing systems had been designed at different points in time, resulting in inconsistent navigation patterns, information architecture, and interaction models. Support and marketing systems, including Salesforce, operated on a separate technology stack without a cohesive experience language.

How I Worked

  • Assessed two primary gaps: systems design and interaction design, including navigation and interaction patterns.
  • Interviewed operational and client-facing support teams to understand customer pain points from the people who heard about them every day.
  • Developed an MVP experience vision while leading discovery across personas, sitemap analysis, research sessions, and current- and ideal-state journey mapping.
  • Delivered a new component system that established a structural foundation for the broader product suite.

What Followed

The team created an improved user experience and a scalable structural foundation for the suite. Beyond the original contractual scope, we also delivered UI designs for a Customer Self-Service Portal and an Internal Service Portal, along with information architecture recommendations for future-state navigation and functionality.