31% Increase in Enterprise Customer Retention: Achieved within 6 months.
16
%
New leads
This is some text inside of a div Launched a B2B Resource Marketplace: Attracted 16% new leads as a spin-off.block.
Atlas needed to expand its iBPM platform into resource management but faced challenges due to siloed stakeholders and early designs that alienated non-technical managers.
The goal was to create a unified strategy that would enhance user engagement and adoption.
Struggles
Streamlined User Experience: The redesign improved user engagement by providing clear, role-based access to necessary tools and insights, which is crucial for effective onboarding.
Cross-Functional Collaboration: Highlighted the importance of aligning teams to streamline development and improve product outcomes, similar to how onboarding processes benefit from collaboration.
Insights
Increased Need for Management Tools: Recognized a heightened demand for management functionalities to provide comprehensive insights into employee and production resource performance.
Balancing Functionality for Managers and Operators: Identified the need to balance features for managers with simplicity for operators to avoid overwhelming them with irrelevant tools.
Deliverables
Cross-Functional Collaboration
Conducted workshops with PMs, engineers, and executives to align on a user-first vision, ensuring that design decisions met the needs of both managers and operators.
Used brainstorming sessions with generative questions to uncover potential problems and opportunities, fostering a collaborative environment.
Persona Definition and Empathy
Developed personas to empathize with users, guiding workshop activities and ensuring solutions addressed real needs.
Redesigned Navigation and Dashboards
Pivoted focus from operators to managers, redesigning navigation to prioritize Asset Management and Workflow Visibility. Built low-fidelity prototypes validated with managers to emphasize intuitive dashboards for resource tracking.
Scalable Design System
Created a scalable design system to accelerate development and ensure UI consistency across the platform.
Outcomes
31
%
Enterprise Customer Retention
31% Increase in Enterprise Customer Retention: Achieved within 6 months.
16
%
Attracted New leads
Launched a B2B Resource Marketplace: Attracted 16% new leads as a spin-off.
Martin Kelman
CDTO
Rodrigo’s user-centric approach was transformative. By rebalancing functionality for managers and operators through role-based dashboards and rapid prototyping, we didn’t just simplify navigation, we operationalized scalability.
Atlas Optimise®
Scaling from 0 to 1 with User-Centric Design
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