Tech Start-up SaaS Mobile and Desktop Rewrite

User Researcher

UX Designer

Product Designer

Asana

Figma

Jira

at-a-glance

Debuting a mobile and tablet version of the Navigator software and updating the current UX of the desktop version.

tools used

figma, adobe illustrator

my role

UI/UX designer/researcher

project overview

At a this startup I wear a variety of hats including a product designer both UI/UX and graphic design, social media manager, BI engineer, and global marketing. This allows me to see our platform from a variety of perspectives and create the best user experience possible.

Mobile Mock-ups

Desktop Mock-ups

design work

I strived to create a light theme and welcoming theme for the platform including rounded corners, accessible buttons, and concise call-to-actions. One aspect we wanted to focus on was increasing the workflow efficiency for users and reducing the number of pop-ups within each other. Our icons and menu bar were updated to emphasize page placement, added numerical values to our filters so users know exactly what is applied, and created an admin landing page where all settings can be easily accesed.

We took our current desktop and tried to sustain the feature parity between mobile. Once we completed our mobile mock-ups, we used the designs and simplified flows and applied it to both desktop and tablet (also a new platform for us). Consistent branding was very important for us to think about during this process.

user personas

These user personas helped to really understand all the different users of Navigator including our internal team and different client perspectives such as analysts and asset managers. User personas are used to create consistency, user focused reasoning, and better accessibility. I designed 4 roles: asset manager, business analyst, customer success manager, and business and sales development. I interviewed several co-workers in these roles to get their first-hand experience and commentary on what's important to them and how they use the platform.