Redesigned settings to drive user independence and significantly reduce support team workload

Lead Product Designer

2024 - 5 months period

1 Product Manager, 1 Product Designer, 1 Data Scientist & 2 Developers

1 Product Manager, 1 Product Designer,
1 Data Scientist & 2 Developers

Overview

Redesign our data list settings from a dense, single-page configuration interface into an intuitive 5-step guided workflow, reducing cognitive load and eliminating user dependency on Customer Experience (CX) team during platform setup.

Redesign our data list settings from a dense, single-page configuration interface into an intuitive 5-step guided workflow, reducing cognitive load and eliminating user dependency on Customer Experience (CX) team during platform setup.

Objective

Enable users to independently configure their data list settings without CX team members guidance while reducing configuration errors and improving completion rates.

Enable users to independently configure their data list settings without CX team members guidance while reducing configuration errors and improving completion rates.

Outcomes

Faster onboarding: Guided and clear process reduces time to completion of setup.
Improved client satisfaction: Modern, user-friendly design increases client confidence and trust.
Reduced CX team workload: Eliminates the need for individual hands-on setup guidance.
Less errors and more scalability: Self-service experience supports client growth without proportional support increase