App
Shaping a data-driven SaaS for efficiency and usability
Led the redesign and development of the SaaS platform, optimizing usability, navigation, and efficiency to enhance the user experience and streamline workflows
Challenges
Previously, this SaaS faced key challenges in usability and pipeline management. The signup process had too many steps, and users didn’t realize a credit card wasn’t needed for the free trial. Data was scattered across multiple areas, making pipeline management difficult. Navigation was fragmented into separate flows for console, pipelines, and communications. Users also lacked control over reports, notifications, and communication channels, leading to missed updates.
Sign up page making it more obvious that card wasn't necessary.
Users can discover every flow, pipeline and navigation within command search.
Managing a LOT of data
One of the toughest challenges was enabling users to select and schedule multiple (A LOT) pipeline jobs efficiently. Bulk actions were the obvious solution, but we took it further—what if managing jobs felt like shopping?
Since this task impacted directly on our pricing model, we designed an experience similar to a checkout page, ensuring users could review selections and confirm actions safely. The result was a unique approach in the industry, with users reporting greater confidence in their decisions and how safe they've felt using our solution.
What if managing pipeline jobs felt like shopping?
Removing distractions
In order to view tables with loads of information, I've built a visualization entirely focused on pipeline jobs, giving users the ability to hide all the rest. This improved clarity on managing a long list of jobs, that can surpass 5k.
