1

Four mockups designs seen on laptops

SaaS Suite Redesign

B2B

SaaS

Network Security

IT

Healthcare

Objectives

Modernize UIs

Improve Interactions + Workflows

Unify Design System

Create cohesive experiences

Role

UX Lead

Product vision

Interaction Design

visual, ui, info architecture

Client

SecureLink

Now impravata

Scope

7 Months

Engagement

70+ UIs

20+ flows

4

products

Our Team

Jacqueline Perez

UX Designer

Robin DeBehnke

Project Manager

Lynn Pausic

Account Lead

Client Teams

Product Managers

3 people

Tech Leads

2 People

Devs, QA, Customer Success

10+ People

Value for Users

Faster Task Completion

New batch actions
Animation showing approve or reject all permissions

Previews

Limit mistakes
Animation showing a preview of a form for HTTP credential mapping

Ergonomic

Show data progressively
Animation showing data for charting software being expanded

Improved Information Architecture

Understand data
Animation showing investigation activity

Visual Insights

New data visualizations
Animation showing data visualizations

Process

Discovery

Product Evaluation

What can be improved?

Persona Analysis

Who are we designing for?

Identifying Use Cases

What are the jobs to be done?

Journey Mapping

where are the pain points?

Prioritization

What provides most value?

Time Estimation

How long on each product?

Competitive Analysis

What would differentiate us?

Design

New Product Vision

Make the software valuable

Project Strategy

maximum impact quickly

Design System

Reusable components, patterns

Rapid Prototyping

Iterate with speed

Workflow Optimization

Simplify, automate, clarify

Interaction Design

modernize, delight

Consistent Communication

show progress and updates

UX Research

Moderated Feedback

obtain responses in realtime

Script Creation

order questions strategically

Usability Tests

find opportunities to improve

Feedback Analysis

identify repeated sentiment

Findings Reports

explain new understanding

Recommendations

provide actionable advice

Next Steps

define future strategy

Handoff

Documentation

specifications for designs

UX/UI Style Guide

dos and don't

Dev Collaboration

figma training, assets explanation

Build Support

answer implementation questions

File Sanitation

Optimize file structure

File Transfer

send design assets

Future UX Goals

How to decide

Value for the Business

Using the designs,
the client was acquired

2

Finance funds rebalancing screen

Funds of Funds

Finance

Enterprise

Modernization

Objectives

Modernize

simplify Workflows

Automate

make software error-proof

Consolidate

improve data retrieval

Role

UX Lead

Product vision

Interaction Design

visual, ui, info architecture

Project Strategy

technical, timeline, priorities

Client

Fidelity

Investments

Scope

4 Months

Engagement

6 Month

Extension

100+ UIs

25+ Workflows

Our Team

Wes Jones

UX Designer

Lesley Mitchell

Project Manager

Joel Reisner

Subject matter expert

Client Teams

Core

7 people

Business

15 people

Engineering

10+ People

Value for Users

Limited Data Entry

New automation
Animation showing automated fetched data

Enhanced Forms

Clear Expectations
Animation showing form telling a user that a field is associated with a fund type

Better Collaboration

Assign tasks within interface
Animation showing the ability to assign tasks from the UI

Scannable Information

Focus on changes
Animation showing scannable changes to data

Process

Discovery

Product Evaluation

What can be improved?

Design Sprint

remote design workshop

Journey Mapping

where are the pain points?

Prioritization

choose workflows for max impact

Understanding Business

identify essence of problems

Design

New Product Vision

modernize, simplify

Project Strategy

maximum impact quickly

Design System

Reusable components, patterns

Rapid Prototyping

Iterate with speed

Consistent Communication

show progress and updates

UX Research

Understanding Risks

What can go wrong?

Feedback Sessions

Business updated consistently

Next Steps

define future strategy

Handoff

Documentation

specifications for designs

Dev Collaboration

figma training, assets explanation

Build Support

answer implementation questions

Value for the Business

Fewer costly mistakes,
more efficient teams

Contact

New Jersey, USA

© 2023