Led UX for a new Partner Portal application from ideation to implementation. Configuration Studio enables business analysts to create and edit their own configurations (automated, complex, manual documentswithin their ERP systems.
Senior UX Designer – responsible for UX strategy, research, interface design, high-fidelity prototyping, and front-end collaboration. Also mentored a Junior UX Designer and worked closely with front-end developers.
Configuration Studio was launched as a new initiative within Partner Portal 5. It empowers business analysts to independently create and manage their own configurations. Previously, these configurations required support from internal Conexiom teams, who were at capacity due to company growth.
This tool reduced internal configuration requests by 80%, speeding up onboarding and eliminating major bottlenecks. The UX direction played a key role in improving customer autonomy and scaling operational efficiency.
As Conexiom scaled, implementation teams became overwhelmed with configuration requests from new customers. This caused delays in onboarding and reduced overall efficiency. A major pain point emerged: customers had no way to manage their own configurations.
The challenge was to design a self-serve experience that would allow business analysts to confidently handle configurations (without engineering involvement) while keeping the UX simple, intuitive, and aligned with the broader Partner Portal platform.
To align the tool with user needs and business goals, I led a strategic UX process:
These steps informed a lean, scalable solution that could evolve alongside customer feedback and platform needs.
The solution was to place the power of configuration into the hands of Conexiom’s customers. Digital transformation often feels like a black box, our goal was to design an interface that removed that opacity.
The Configuration Studio UI/UX was purpose-built to be approachable, efficient, and aligned with the rest of the Partner Portal ecosystem. 80% of customers are now able to onboard and manage their configurations independently, significantly reducing internal workload and speeding up customer success.
