UI redesign and UX research for SaaS platform

CJM Development Graphics UI design UX design UX research Web design +4
Client
SaaS Platform (NDA)
Timeline
5 months

The company offers a cloud-based Customer Data Platform (CDP) that helps businesses unify customer data from both online and offline sources into a single, comprehensive profile. This centralized view enables brands to personalize customer interactions and make informed, data-driven marketing decisions.

2024

Colors & typography

Colors and typography were selected to enhance usability and shape the user’s experience. These choices were formalized in a design system to ensure consistency across every part of the platform’s user interface.

What we did:

Carried out a full platform redesign with enhanced user experience, a new design system, and a streamlined onboarding flow

Usability and onboarding issues

The platform’s outdated design made navigation difficult, slowed users down, and lacked visual consistency. Data was hard to interpret, and the onboarding flow confused new users.

Our UX research team addressed these issues by rethinking the user experience, simplifying data visuals, and creating a clearer onboarding experience.

UX redesign goals and strategic focus

Our goal was to align the platform with modern UI standards while transforming it into a reliable, user-centric tool that supports users in their daily workflows.

User scenarios

The primary goal was to identify pain points in user interactions and design an intuitive interface that reduces cognitive load, making scenario creation clear and accessible.

User productivity

An equally important objective was to streamline workflows, enabling users to complete tasks more efficiently and with less friction.

Analytical functionality

Given the platform’s reliance on data, enhancing tools for visualization and analysis was a top priority to support smarter, data-driven decisions.

Deliverables

The redesign was driven by a clear set of objectives aimed at aligning the platform with modern usability standards. Each milestone in the process contributed to a solution that not only meets current design expectations but also elevates the overall user experience.

Interaction patterns

We conducted an in-depth analysis of the platform’s existing user experience, focusing on key areas such as email campaign setup, analytics management, and message personalization. Through user research and feedback, we identified friction points and usability challenges that hindered efficient interaction with the interface.

Each design improvement was validated through user testing to ensure the updated UI not only enhances functionality but also aligns with user expectations and real-world workflows.

UI
Dashboard
UI
Dashboard
UI
Dashboard
UI
Components

UX research findings

All research methods and metrics provided actionable insights that informed our strategy for interface improvements. The findings from the UX research served as the foundation for the redesign, guiding decisions focused on creating a more intuitive and efficient user experience.

Data interpretation

We developed a data visualization system that offers an intuitive understanding of key metrics and their relationships. The updated visuals simplify analytics and empower users to make faster, more informed decisions.

UI
Dashboard

Scalable and adaptive tables

Our team developed a universal table template optimized for flexibility, clarity, and ease of use, regardless of the data’s size or complexity. Built on a modular grid system, the design allows users to add or remove columns without compromising layout consistency or interface usability.

UI
Data visualization

Scalable pricing based on usage and integrations

We introduced a dynamic pricing structure that helps users select the most suitable plan based on their actual business needs, maximizing value and scalability. Pricing is tied to key usage metrics such as the number of user records, volume of stored data, and system event counts. This approach enables companies to scale their plans in line with growth and evolving data demands.

We also factored in integrations with third-party systems like CRMs, marketing platforms, and analytics tools. Pricing adjusts based on the number of active integrations, offering flexibility for businesses that rely heavily on external services.

UI
Pricing

Modular design system

Our team created a modular and flexible design system that includes standardized components, clear and readable typography, adaptive color schemes, and detailed guidelines to maintain consistency across the platform.

The system is designed for scalability and long-term maintainability, allowing the product team to support a smooth user experience as the platform grows.

UI
Components

Scalable UI components

Developed a system of universal, modular components that can be reused across different parts of the platform, making the product easier to maintain and scale for the development team.

Icons

Designed in a unified style to match the brand’s visual language and ensure clarity across all screen sizes.

Dropdowns

Flexible component with support for multi-select, in-list search, and clear interaction states.

Buttons

Built with clear hierarchy and scalable sizing to fit various contexts, from forms to navigation.

Typography

Includes defined styles for headings, body, and labels to ensure readability and visual consistency.

Balancing аamiliarity and аunctionality

A key focus was maintaining a sense of familiarity by retaining essential functionality and preserving recognizable interface patterns such as layout structure. This helped ease the transition and ensured that improvements didn’t disrupt established user habits.

Layout

We retained the compact feel of the previous interface while refining the layout to preserve visual familiarity. This helped existing users adapt quickly to the updated experience.

Data export

We introduced export options in accessible formats like CSV and PDF, making it easier for users to transfer data and connect the platform with their existing business processes.

Project outcomes

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