DiscoveryUXUIPrototypingB2B SaaS

SaaS Scalability: Restructuring the product to support 1,700% growth.

Interface redesign transformed a rigid platform into the engine behind 5 to 94 clients in 8 months.

Client B2B Insurtech Role Product Designer Timeline Under 1 month Team 2 Devs, 1 PM, 2 Designers

Problem

It worked (it wasn't functional), and it was confusing

Procedural Ambiguity

Undefined flows generated operational errors and excessive support.

High Cognitive Overload

Data density without hierarchy blocked quick decisions.

Technical & Visual Debt

Could not add features without breaking usability.

Constraints

One month to ship everything

Under one month. Wireframes became full redesign. Ruthless prioritization.

Process

From audit to high-fidelity delivery

Flow Audit

Complete V0 analysis, mapping flows and friction points.

Stakeholder Alignment

Sessions revealed the biggest pain: managing open analyses.

High-Fidelity Prototyping

Prototypes covering all processes. Key: visual status dashboard.

Solution

Three changes that unlocked growth

Visual Status Dashboard

Replaced manual tracking with instant visibility.

Simplified Flows

Fewer steps, intuitive progression.

Self-Service Evidence

In-platform, removing bottleneck.

Key Screens

The redesigned platform

Dashboard

Operational Command Center

Designed from scratch, replacing spreadsheets with a single source of truth.

Analysis Detail

In-Analysis Timeline with Live Status

Internal timeline tracking every request status in real time.

Results

One-Click Next Step Activation

One-click technical report request, replacing email-based follow-ups.

Self-Service

Full Platform-Native Workflow

All actions from Trello now platform-native: inspections, urgency, evidence, support.

Results

From 5 to 94 clients

1,700%

Client growth

5 → 94

Active clients, 8 months

Evidence requests

44 → 183/mo

Learnings

What carries forward

Validated Agility

A well-prioritized MVP beats a perfect product that misses the window.

Modularity as Strategy

Modular system absorbed 89 clients without visual noise.

UX as Competitive Edge

Visual clarity validated Product-Market Fit and unlocked growth.