22%
Increase in platform engagement rate
4
from 2.4 in Trustpilot reviews
33%
Increase in customer retention rate
Leading Design Within a Small Team
As the solo designer, I led the dashboard redesign from start to finish.
I worked with customer success to understand user pain points, aligned priorities with our CEO, and planned release comms with our CMO. I ensured the API had the right data with our supplier and partnered with our CTO to launch the project.

Encourage users to interact more with their accounts by removing barriers like third-party logins and disconnected data

Third party portal
Billing details housed off the platform, questioned credibility of the service

Limited data visibility
Information visible was down to our partner company and it was limited
Lack of trust
Users didn’t feel a strong connection with the brand, making it easier to churn
Collaborated with in-house and external dev teams to integrate APIs for real-time billing and account updates

Real-time updates
Users receive real-time notifications at key setup stages

Setup progress tracking
Users can track setup progress anytime, reducing uncertainty

Increased transparency
Users know what’s happening

Higher engagement
Reduced support requests and greater trust in the process

Seamless submissions
Users can submit readings directly in the dashboard

Simplified meter readings
Eliminates extra steps, making it easier to complete

Higher submission rates
Easier access leads to more completed readings

Better monitoring
We can track submissions more effectively and address gaps
Why It Wasn’t Possible

Supplier restrictions
The supplier didn’t support automated payment date changes

Manual-only process
Changes were done on a case-by-case via the supplier
Key Takeaways

Temporary workaround
We guided users on requesting manual adjustments

Future potential
Opened discussions for API expansion to automate this process
Improving usability, reducing friction, and enhancing clarity
Ensuring consistency and scalability to reinforce trust, usability, and efficiency
Using session recordings to reduce friction and guide users to completion
The Assumption
A Seamless Checkout Experience
When designing the quote tool flow, we expected users to add a payment method during the quote process before seeing a success page. But once we launched, the data told a different story
The Reality
The Fix
The Result


Some features were delayed due to missing API data. Future versions will explore alternatives

Clear account access reduces confusion and lowers support requests

With the basics in place, future updates will introduce more billing insights












































