The Objective
Workflow Management
The Suralink Main Platform Redesign focused on enhancing the onboarding experience, dashboard customization, and settings page updates to provide a more user-friendly, intuitive, and efficient platform for clients and firms. The goal was to modernize the UI, improve usability, and offer more flexibility in workflow management.
Contribution
My Role
As the Project Manager and UX/UI Designer, I was responsible for:
Leading the UX/UI redesign of the Suralink dashboard, onboarding, and settings experience
Conducting user research and gathering stakeholder feedback to define project objectives.
Developing Product Requirement Documentation (PRD) and designing user flows.
Creating wireframes, prototypes, and high-fidelity UI designs.
Conducting usability testing to refine the experience based on user feedback.
Collaborating with developers to ensure seamless implementation.
Key UX Solutions &
Platform Features
Onboarding Experience Redesign
Objective: Streamline the onboarding process to help new users get started quickly and efficiently.
Key Features:
Guided Setup Flow: Step-by-step onboarding process tailored to firm and client users.
Smart Defaults: Automatic configuration of essential settings based on user type.
Interactive Tutorials: Embedded tooltips and walkthroughs to familiarize users with key features.
Progress Tracker: Visual indicator of onboarding completion.
Secure Login Enhancements: Implemented OAuth sign-in and two-factor authentication (2FA) to improve security and ensure compliance.
Key UX Solutions &
Platform Features
Dashboard Customization & Redesign
Objective: Improve dashboard usability and allow users to personalize their workflow.
Key Features:
Modular Widgets: Users can customize dashboard layout with drag-and-drop widgets.
Real-Time Data Insights: Display relevant metrics and request statuses.
Quick Actions Menu: One-click access to commonly used functions.
Key UX Solutions &
Platform Features
Settings Page Improvements
Objective: Make account and system settings more intuitive and accessible.
Permission Management: Enhanced role-based access controls.
Simplified Navigation: Categorized settings for easier discovery.
Bulk Actions: Allowed users to manage multiple settings simultaneously.
Search & Filter Options: Users can quickly find specific settings or configurations.
Design Solutions
Challenges & Design Solutions
1. Reducing Complexity in Onboarding
Challenge: Users struggled to understand onboarding steps and system configurations.
Solution: Implemented guided walkthroughs and smart defaults to reduce setup friction.
2. Improving Dashboard Engagement
Challenge: The old dashboard lacked personalization and key insights.
Solution: Introduced modular widgets and quick actions to improve usability.
3. Enhancing Settings Usability
Challenge: Users had difficulty finding and managing settings efficiently.
Solution: Simplified the UI with categorized menus, search functionality, and bulk actions.
Results
Final Outcomes
The Suralink platform redesign resulted in:
Faster onboarding times due to guided setup flows.
Higher user engagement with a customizable dashboard experience.
50% reduction in user support requests related to settings configuration.
These enhancements transformed Suralink into a more intuitive, flexible, and efficient platform for both firms and their clients.
