Redesigned multi-account management platform

Simplifying Complexity & Reducing Business Risk

Led an end-to-end transformation of a legacy account management platform,

balancing complex business objectives with user needs to achieve a 47% reduction in support tickets and zero customer churn during migration.

  • Role: Senior UX product designer
  • Duration: 5 months
  • Scope: 15 critical features for 500,000+ users
  • Team: Cross-functional collaboration with engineers, CS team, UX designer
  • My Contribution: End-to-end leadership from research to implementation, Design system development
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Challenges

  • Legacy system with outdated workflows causing high operational costs and support volume
  • 87% of revenue from long-term customers (10+ years) showing resistance to change
  • Complex multi-level account structure (Master, Single, Multi-User) causing user confusion

Strategic Approach

I approached the redesign by balancing business goals with user needs

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My Process

I conducted comprehensive research to identify and prioritize pain points:

  • 14 stakeholder interviews (7 support team, 7 users)
  • Analysis of three years of customer data
  • Custom affinity mapping to quantify impact areas

Key Findings (Prioritized by Business Impact):

  1. Dashboard & Navigation
  2. Contact Information Changes
  3. Domain Renewal & Billing
  4. Login Management & 2FA

Leadership Approach

  • Implemented DACI framework to clarify decision ownership
  • Accelerated delivery to 1 feature every 1-2 weeks
  • Used data visualization for stakeholder alignment
  • Weekly syncs with cross-functional teams
  • Mentored mid-level designer to independently deliver four flows

Key Solutions 01. Strategic Dashboard Redesign

Problem:

Critical billing/renewal alerts being missed → Business risk factor

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[Before]
Hypothesis:

Clear visual prioritization of critical tasks will improve efficiency and reduce support volume

Solution:

Data driven Design

  • Implemented data-driven task prioritization system
  • Developed a smart filtering system based on user behavior data
  • Designed a strategic color system
    Blue (master) vs. Gray (single) for immediate account type recognition

Leadership Approach

  • Led rapid cross-functional collaboration under tight timeline
  • Balanced user needs with business urgency
  • Highlight urgent tasks Guide users’ attention by Gestalt Principles
  • Behaviour-based filtering and sortingReduced the cognitive load and decision making easily by Hick’s Law
Product visualization
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Impact
  • 35% decrease in invoice & billing tickets

  • 80% preference for new design in testing

  • "Billing is straightforward with clear renewal reminders"

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Key Solutions 02. Security Enhancement with 2FA

Problem
  • 50% of users reported login management issues
  • Frequent password reset requests overwhelming support
  • All major competitors already offered 2FA
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Action

I drove 2FA integration to enhance security and trust, overcoming stakeholder hesitation with competitor benchmarks and a fast timeline.

  1. I pitched it to backend, kept the conversation flowing with ongoing chats and one key meeting.
  2. Then teamed up with frontend to tie it into existing settings.
  3. Launched in 1 week with design system
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Solution
  • Strategically placed 2FA within the password section using tab-based interface
  • Applied contextual design theory to increase adoption rates
  • Leveraged users' mental models to create intuitive placement
Impact
  • Enhanced user trust and platform security
  • Reduced password-related support tickets
  • Met industry security standards in a streamlined process
  • Launched in one week using our design system

Key Solutions 03. Simplifying Multi-Step Workflows

Problem
  • 85% of users reported navigation difficulties
  • 5 of 7 support staff flagged contact management as #1 issue
  • 28-70 daily support tickets for contact updates
  • 10+ distinct contact use cases
  • Backend changes off-limits due to system dependencies
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Action

Guiding Principles

  • Context Preservation: Maintain user awareness throughout workflows
  • Cognitive Load Management: Reduce mental effort for different user types
  • Mental Model Alignment: Respect different user expectations
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Solution Exploration

I evaluated multiple approaches against our constraints:

  • New navigation structure (rejected: required backend changes)
  • Modal-based interface (rejected: insufficient for power users)
  • Wizard flow (rejected: too disruptive for frequent tasks)
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multi_10-1_informationArchitecture02
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Solution

Transformed a 10-step process into a single-step interaction through:

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01. Mental Model Alignment
Role-based tabs
for cognitive clarity including neuro divergent users by Mental Model Alignment
02. Recognition over Recall
Inline editing
for reducing working memory load for ADHD users by Recognition over Recall Theory
03. Progressive Disclosure
Layered interface
for preventing information overload by Progressive Disclosure
04. Error Prevention
Enhanced visual feedback
for accessible to users including color vision deficiencies by Error Prevention
Impact
  • 10.5 tickets → 5.6 tickets
    Number of Contact related tickets per person daily
  • 47% decrease in contact-related tickets in 1 month
  • Potential annual savings of $210,000
  • Successfully addressed dual user mental models without backend changes
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Overall Business Impact

My leadership in aligning teams and leveraging data delivered a 47% ticket drop, zero churn, and a 4.8/5 rating. These results not only solved a design problem but also strengthened our competitive positioning.

47%

reduction in support tickets

20%

churn rate during migration

4.8/5

satisfaction score

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Key Learnings

  • UX drives business outcomes when user needs and business goals are aligned
  • Understanding user roles and context is crucial in B2B SaaS
  • Design systems accelerate feature development and reduce operational costs
  • Data-driven design decisions lead to measurable business impact
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Thank you!

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