Revance: Compliance Platform

Richard Nash

Product Designer

UI Designer

UX Designer

Figma

Miro

Typeform

Beauty

Revance: Bespoke Internal Platform

Introduction

Roles & Contributions

My Role: Lead Product Designer responsible for discovery, IA/UX, prototyping, behavioural design, validation and design direction.

Midnight: Primary developer and project management. Implemented the platform, contributed to feasibility and refined interactions during development. Midnight also managed much of the UI effort with an external freelancer.

Note: Interface design elements in the mockups are rebuilt by me, derived from the original effort, and don't represent the interface and design language delivered to the customer.

Impact Highlights

70% reduction in SaaS tools (from multiple systems to one platform)

45% faster task completion for sales reps

60% compliance engagement (proxy based on simplified journeys + behavioural nudges)

40% admin oversight time via optimised dashboards

Single, scalable platform replacing fragmented compliance workflows

Context

Revance’s distributed sales team managed compliance across fragmented tools, disconnected communications and inefficient workflows. Engagement was low, progress was difficult to track, and compliance processes created unnecessary operational load.

The opportunity was to design and build a bespoke, centralised platform that unified compliance, communication and oversight into one scalable system for both mobile-first sales reps and desktop-based admin users.

Objectives

Reduce complexity across compliance workflows

Improve communication and engagement

Increase training retention using behavioural design

Create a mobile-first experience optimised for field reps

Streamline admin oversight and improve visibility

Build a modular platform capable of replacing legacy SaaS tools

Understanding Phase

Research & Insight

Discovery workshops, asynchronous question decks and interviews revealed clear patterns across the two primary personas:

Sales Reps (mobile-first)

Conversations with reps revealed the everyday reality of working between appointments, often in cars, airports or remote locations with variable connectivity. Compliance wasn’t a low priority — it was simply poorly designed for the environments in which they operated. Long modules felt intrusive, task visibility was unclear, and switching tools created friction at every turn.

Overwhelmed by switching between multiple tools

Limited clarity around task status and compliance deadlines

Engagement friction due to disruptive, long-form training

Intermittent connectivity affecting tool reliability

Admin Users (desktop-first)

Admins were deeply knowledgeable but had limited tools to support their work. One described their workflow as:

A constant loop of checking tools, sending emails, and hoping nothing falls through the cracks.

This reframed the challenge: the platform needed to reduce cognitive load, give context to actions, and support both user groups in ways the existing tools simply couldn’t.

They needed clarity, oversight, prioritisation and structure — not another feed.

Limited visibility across user progress

Manual oversight of multiple communication channels

Fragmented content and document management

High reliance on external SaaS tools for everyday work

Personas were refined using both stakeholder input and direct user interviews, ensuring insights aligned across experience, environment and constraints.

An early Revance workshop Miro

Explore Phase

Ideation grounded in research and behavioural science

A major challenge emerged early: compliance engagement and retention were consistently low — a trend strongly supported by academic research.

Sitzmann & Weinhardt (2018) highlight that employees often treat training as an obligation rather than a meaningful learning experience, leading to low engagement and weak retention.

Aguinis & Kraiger (2009) emphasise that high-quality training only delivers value when content resonates and is reinforced.

These findings directly informed our design direction.

Introducing gamified micro-interactions

To address engagement, we prototyped micro-assessment interactions embedded in the user feed:

Short, visually engaging MCQs surfaced periodically

Designed for repeat, low-friction engagement

Reinforced key compliance points without disrupting workflow

Provided admins with real-time insight into knowledge gaps

This behavioural approach aligned with research principles: activating intrinsic motivation (achievement, mastery) while reducing cognitive load.

Designing Tailored Experiences

Sales Reps (Mobile-first)

We designed an experience optimised for quick, on-the-go interaction:

Thumb-zone navigation

Prioritised task cards

Offline-resilient micro-tasks

Reduced journey length for compliance completion

Admins (Desktop-first)

Admins required oversight, efficiency and clarity:

A multi-panel dashboard showing compliance status, priorities and outstanding tasks

Structured, threaded communication with attachments

Tools for monitoring engagement, understanding comprehension and intervening earlier

Compliance templates enabling a long-term move toward paperless workflows

These flows informed the dual IA model, ensuring each user group received an experience tailored to their environment and responsibilities.

Materialise Phase

Validation & Implementation

Wireframes and flows were validated through multiple iterations with stakeholders, engineering partners and an external interface designer.

Key Improvements from Validation

Admin Landing Page Rebuild Shifted from a feed-style view to a data-rich dashboard with quick actions and compliance insights — reducing oversight time and improving clarity.

Threaded Communication System Enabled admins to track user conversations, interventions and attachments in a structured, auditable format.

Mobile-first Flow Refinements Streamlined the steps required for compliance completion, reducing friction points and aligning with field users’ constraints.

These refinements ensured the implemented platform matched real-world behaviours and organisational context.

Outcomes & Impact

Business Impact

Consolidated multiple SaaS tools into one bespoke platform

Lowered cost and operational overhead across teams

Faster onboarding due to simplified, unified workflows

User Impact

Increased engagement via behavioural design and micro-assessments

Reduced friction for mobile users with simplified, thumb-optimised flows

Higher retention through periodic reinforcement of compliance content

Operational Impact

Greater visibility for admins, reducing manual tracking

More reliable workflows through clearer communication threads

Centralised updates, maintenance and content management

Learnings & Future Opportunities

Learnings

Stakeholder alignment significantly accelerated clarity and adoption

Further direct research with sales reps would unlock deeper behavioural insight

Cross-functional collaboration can be strengthened for future iterations

Iterative, feedback-driven design proved essential as requirements evolved

Opportunities

Expand compliance templates to support fully paperless processes

Introduce analytics dashboards for real-time engagement and retention insights

Extend the platform to other operational teams

Enhance offline-first capabilities for low-connectivity environments

📚 References

Sitzmann, T., & Weinhardt, J. M. (2018). Training engagement theory: A multilevel perspective on the effectiveness of work-related training.

Aguinis, H., & Kraiger, K. (2009). Benefits of training and development for individuals and teams, organizations, and society.

Like this project

Posted Sep 1, 2023

Craft a versatile, user-friendly app, aiding compliance tasks for managers and a distributed sales team. Replaces multiple SaaS tools, forming a central hub.

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