SaaS Dashboard & Onboarding Flow
Simplifying a complex internal tool into an interface new users understand within minutes, not days.
The Overview
This client had built a genuinely powerful internal analytics tool — but new hires needed nearly a week of shadowing before they could use it confidently. Support tickets about "where do I find X" were their single largest support category.
The Challenge
The tool had grown feature-by-feature over three years with no unifying design system, so every screen looked and behaved slightly differently. Any redesign had to preserve every existing feature; nothing could simply be cut.
Our Approach
We ran short interviews with the support team to identify the most common points of confusion, then designed a navigation and layout system that made every feature discoverable from the same mental model.
- Consolidated four different navigation patterns into one consistent sidebar system
- Designed a guided first-run onboarding flow with contextual tooltips
- Built a shared component library so future features stay visually consistent
- Ran two rounds of usability testing with actual new hires before shipping
The Results
Post-launch data collected over the following quarter showed a clear shift:
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