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Case Study 01

TechVault

Enterprise Technology Discovery Platform

RoleSenior UX & Product Designer
Team7 Members
StatusLive
ScopeEnd-to-end product strategy, IA restructuring, PRDs, stakeholder alignment, onboarding redesign, demo conversion optimization
01

Executive Summary

TechVault is a live enterprise platform that helps businesses discover and evaluate technology solutions.

When I joined, the platform had traffic but struggled with retention and demo conversions. The issue wasn’t visual design. It was structural clarity and conversion alignment.

I led a strategic restructuring of navigation, onboarding, and demo conversion flows.

This wasn’t a cosmetic redesign. It was a product realignment focused on business outcomes.

Designer's Note
When I first looked at this platform, my instinct was to redesign the UI. But the deeper I dug, the clearer it became: this was a structural problem, not a visual one. The interface looked fine. The system logic didn't match how users actually thought about technology categories.
02

Business Context

Despite healthy traffic, user behavior showed low engagement depth and weak conversion momentum.

Stakeholders knew performance was underwhelming, but the problem had not been clearly defined.

  • Increase demo bookings
  • Reduce bounce rate
  • Improve retention
03

What Was Broken

Three structural issues were limiting performance:

Confusing Navigation Taxonomy

Technology categories were cluttered and not aligned with user intent.

  • Users struggled to understand where they were
  • What problem each solution solved
  • What action to take next

CTA Buried Below the Fold

Primary demo booking CTA wasn’t visible at the right decision moment. Users explored. But they didn’t convert.

No Contextual Value Communication

Technology pages described features rather than business outcomes. Users saw tools. They didn’t see relevance.

Designer's Note
Getting alignment on the root cause was the real unlock. Everyone agreed performance was low, but nobody had articulated why. I had to shift the conversation from 'what should the new design look like?' to 'what is structurally preventing users from converting?'
04

Discovery & Evidence

To structure the problem properly, I conducted:

  • Stakeholder interviews to uncover revenue pressure and growth expectations
  • Real user conversations to understand intent and decision flow
  • Heatmap analysis to validate behavioral friction

Heatmap Findings

  • Primary CTA received low attention
  • Click rage on filtering interactions
  • Scroll drop before core value explanation
05

Strategic Decisions

Introduced Role-Based Navigation

Instead of listing technologies generically, I restructured navigation around user roles and intent. This reduced cognitive overload and improved clarity in solution discovery.

Simplified Onboarding (5 Steps → 2 Steps)

The existing onboarding flow introduced unnecessary friction. I redesigned the flow to remove redundant steps, accelerate time-to-value, and reduce early drop-off. This directly contributed to improved retention.

Designer's Note
Simplifying onboarding from 5 steps to 2 was politically charged. Every step had an internal champion. The key was reframing it: we weren't removing features, we were removing friction between the user and the value they came for.
06

Roadmap Influence

Beyond design execution, I influenced roadmap priorities by:

  • Prioritizing demo flow simplification over adding new features
  • Reframing onboarding clarity as a primary growth lever
  • Delaying non-critical enhancements until structural issues were resolved
07

Stakeholder & Execution Challenges

Removing Login Popup During Exploration

There was resistance to removing forced login prompts on technology pages. My stance: Exploration precedes commitment. Interruptions reduce trust and increase bounce.

We removed the forced login barrier. Post-release reports indicated meaningful bounce reduction.

Timeline Compression

Redesign timeline was compressed beyond initial estimates. Despite constraints, I delivered complete IA restructuring, PRDs and design documentation, dev collaboration and handoff, and release-ready assets.

Execution discipline mattered as much as design thinking.

Designer's Note
Removing the login popup was the decision I'm most proud of. It's a small change with huge philosophical implications: trust precedes commitment. If you interrupt exploration with demands, you lose the user before they even understand what you offer.
Impact

Measured Results

~70-80%RetentionRelative lift vs baseline
+20%Demo BookingsIncrease in demo booking interactions
ReducedBounce RateSignificantly after IA and CTA restructuring
IncreasedSession DurationEngaged users spending extended time exploring
Ownership

Core Contributions

Product strategy reframing
IA restructuring
Stakeholder alignment
PRD creation
Roadmap prioritization input
User research synthesis
Conversion flow optimization
End-to-end execution ownership
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BEFORE!RestructuredAFTERCTA Above Fold

Information Architecture: Before vs After Restructuring

BEFORE: 5-STEP ONBOARDING12345AFTER: 2-STEP ONBOARDING12

Onboarding Simplification: 5 Steps to 2 Steps