Purpose-Built Self-Serve Document Studio

As the only Senior UX Designer, I oversaw the UX for a new feature in the Partner Portal, guiding it from the initial idea all the way to its launch. With Configuration Studio, business analysts are able to modify configurations (automated, complex, manual documents) for ERP systems.

1. Project Overview

Deliverables:

• Project planning
• Competitive analysis
• High-fidelity prototypes created in Figma
• Front-end development using HTML, CSS, Material UI, and React
• Continuous collaboration with the Junior UX Designer and engineering teams

2. Understanding the Problem

Internal Teams Were Stretched Thin

As Conexiom grew, the implementation teams started getting bogged down with configuration requests from new customers. This led to delays in onboarding and hurt overall efficiency. A major frustration for customers was that they couldn’t manage their own configurations.

The task was to create a self-serve experience that allowed business analysts to confidently handle these configurations without needing help from engineering, all while keeping the user experience simple and intuitive, fitting well within the broader Partner Portal application.

3. Process

To align the tool with user needs and business goals, I led a strategic UX process:

• A competitive analysis of self-serve configuration tools
• Collaboration with Product and Engineering to define the MVP features
• Designing and refining user flows and wireframes
• Creating high-fidelity prototypes in Figma and testing them internally
• Mentoring a Junior UX Designer and assisting in implementing components in React

These steps helped us develop a lean, scalable solution that could adapt based on customer feedback and evolving application needs.

4. The Solution

Empowering Customers with Self-Serve Tools

The key was to give the power of configuration directly to Conexiom’s customers. Digital transformation can often seem opaque, but we aimed to design an interface that made everything clearer.

The user interface and experience of the Configuration Studio were crafted to be friendly, efficient, and in line with the rest of the Partner Portal. Now, 75% of customers can manage their own configurations. This not only reduces the workload for our team but also accelerates customer success.

Project Snippets