DESIGN
Enterprise SaaS Product
YEAR
2024 - 2025
PROJECT TYPE
Stakeholder Profile Redesign
MY ROLE
Product Designer (End-to-end)
Led end-to-end product design — from research and synthesis to prototyping and delivery — in close collaboration with product and engineering
PROBLEM STATEMENT
The existing stakeholder profile is difficult to navigate, lacks consistency, and doesn't surface key information effectively. This makes it hard for users to understand stakeholder needs, track engagement, and make informed decisions. A redesign is needed to improve usability, highlight critical insights, and better support collaboration across teams.
KEY FUNCTIONS
- Reorganisation of data structure and layout to guide users
- Timeline tracking – events, actions, relational entities, custom entities
- Stakeholder priorities and interests captured in a structured, accessible format- - Tagging and categorisation for segmenting stakeholders by theme or focus area
- Integration with other tools (e.g. CRM, project dashboards) for seamless workflow
- Visual indicators (e.g. level of influence, engagement status) for quick insight
- Export or reporting features to support industry standard audit and compliance
- Timeline tracking – events, actions, relational entities, custom entities
- Stakeholder priorities and interests captured in a structured, accessible format- - Tagging and categorisation for segmenting stakeholders by theme or focus area
- Integration with other tools (e.g. CRM, project dashboards) for seamless workflow
- Visual indicators (e.g. level of influence, engagement status) for quick insight
- Export or reporting features to support industry standard audit and compliance
TOOLS
PROCESS OVERVIEW
User Research
Heuristic Evaluation of Legacy Design
Client and Competitor Research
Legacy Design Analysis and Affinity Mapping for User Interviews
functionality CATEGORISATION
To understand how the stakeholder profile was currently being used, I reviewed the interface and catalogued all available actions. I then grouped them by user intent and frequency, identifying primary, secondary, and tertiary functions.
Primary Functions
Core actions users rely on that are unique to the stakeholder profile page:
Core actions users rely on that are unique to the stakeholder profile page:
Secondary Functions
Less frequent but still unique to the profile page
Less frequent but still unique to the profile page
Tertiary Functions
Available elsewhere but still accessed from this page.
Available elsewhere but still accessed from this page.
This helped me understand which parts of the experience needed to be prioritised, streamlined, or elevated in visibility.
PROTOTYPES
quick actions
Streamlined key workflows to help users complete daily tasks faster and with fewer clicks.
Adding an event to a stakeholder profile is a daily task for Consultation Manager. The new user flow consists of less user process and decision which would potentially help users improve the efficiency of this task by 35%.
add/assign Entity Workflow
Legacy vs Redesign
This specific workflow has been simplified significantly as it is a very often used workflow within the current system
Due to limitations with data structure and risk of data loss if we moved from query search to fuzzy search, we decided to go with the plan to release updates incrementally. To make the current process easier, I have moved the assign functionality into a modal so it can keep the user in the same workflow and simplified the query search.
COMPONENTS
USABILITY TESTING
Internal User Research Panel
