Company
Ridgeline
Roles
UX/UI Design
User Research
Prototyping
Team
1 Product Designer
1 Product Manager
5 Developers
Timeline
5 months
(Apr—Sep 2024)
I identified a high-impact opportunity through usability sessions, secured it on the roadmap, and led it from concept to launch.
Delivered by Q3 2024, the feature boosted user productivity and was announced at our annual Base Camp conference.
Overview
Problem context
Operations users felt overwhelmed ramping up into Ridgeline after retiring 6-10 legacy systems.
This led to slower implementations and higher onboarding costs.
100%
of firms are migrating from outdated systems
64%
of users have never switched platforms before
Research
“It’s difficult to understand where everything is.”
Brian G. (Business Operations, Coho Partners)
“It’s painful to run the integrations often.”
Adam O. (Operations Specialist, Saratoga)
“There’s nothing worse than when a PM comes to you and says the data doesn’t match.”
Mike D. (Director of Operations, RMCM)
“If there are errors in the data, everything crashes and there’s no way to predict whether the integration will be successful.”
Daniel P. (Operations Associate, Navellier)
Old UX
Bespoke pages and layering new functionality onto existing pages.
New UX
All integrations managed under Integrations Hub.
Ideation
All integrations managed under Integrations Hub.
All integrations managed under Integrations Hub.
All integrations managed under Integrations Hub.
All integrations managed under Integrations Hub.
All integrations managed under Integrations Hub.
All integrations managed under Integrations Hub.
All integrations managed under Integrations Hub.
All integrations managed under Integrations Hub.
All integrations managed under Integrations Hub.
All integrations managed under Integrations Hub.
All integrations managed under Integrations Hub.
All integrations managed under Integrations Hub.