Responsive B2B SaaS Platform
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The Product
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This soon-to-be-released large-scale B2B SaaS platform for the staffing industry was designed to streamline complex workflows and create an intuitive experience for a diverse range of professionals, including those who prefer analog processes. Using a Figma-based design system, the platform maintains consistent, responsive UX across devices while supporting intricate tasks like candidate sourcing and job matching. An integrated AI chatbot guides users seamlessly, and a dedicated sales site ensures clear messaging and smooth client acquisition—all built with full accessibility compliance in mind.
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Timeline
June 2024 - April 2025 | 9 Months
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My role
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I led the 0–1 product design strategy, guiding the full design process from concept through production with a strong focus on user-centered design. I developed a scalable design system in Figma—complete with components, libraries, variable modes, and auto-layout—that ensured consistency and adaptability across devices. Working closely with product, engineering, and marketing teams, I fostered cross-functional alignment and delivered a high-quality, accessible experience.
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Within a lean start-up environment, I integrated generative AI technologies and implemented accessibility standards to create a responsive, future-ready platform that supported complex workflows. My contributions spanned UX/UI design, user testing, AI-assisted visuals, design kit development, video production, website copywriting, illustration and iconography, logo refinement, accessible color palette creation, and project coordination through Gantt charting.
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Due to NDA restrictions, fictional branding and non-identifying artifacts are shown in this case study, but the examples reflect my process, problem-solving approach, and the impact of my design leadership.
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My responsibilities
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• Founding Product Design/Direction: Led the entire design lifecycle 0-1, from research to delivery, coordinating design and development teams.
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• UX/UI Design: Created wireframes, prototypes, and high-fidelity designs for the platform.
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• User Testing: Conducted iterative usability tests to refine the interface.
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• Copywriting: Wrote all copy for the SaaS website, ensuring clear, persuasive messaging, and created all content for a dedicated sales website to drive client acquisition.
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• AI-Generated Visuals: Used AI tools and copyright free media to produce professional photos for site content, maintaining brand consistency.
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• Design Kit: Built a scalable design system with components, typography, and an accessible color scheme.
• Illustration and Icon Design: Designed custom illustrations and numerous icons to enhance UI and branding.
• Logo Revamp: Redefined the logo within stakeholder preferences, prioritizing modern aesthetics.
• Accessible Color Scheme: Developed a color palette within stakeholder constraints, ensuring WCAG-compliant accessibility.
• Video Production: Scripted and edited promotional videos to showcase platform features.
• Gantt Chart Coordination: Created a Gantt chart to align design and development teams, streamlining collaboration.
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• Stakeholder Presentations: Created PowerPoint Presentations at critical points throughout the product design process.
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Tools
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Figma, Photoshop, Illustrator, Miro, Premiere, PowerPoint, Excel
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Background
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The project centered on creating a SaaS platform to simplify and modernize staffing workflows, where existing industry tools were fragmented, inefficient, and often inaccessible across devices. The goal was to deliver a scalable, user-friendly solution that balanced robust functionality with simplicity for a diverse user base, from business clients to professionals accustomed to analog processes. My role began with understanding these challenges and aligning with cross-functional teams to translate business requirements into intuitive, future-ready design solutions. Due to an active NDA, detailed features cannot yet be disclosed, but the platform is slated for release soon.
saas platform case study.
Project Overview​
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The Problem
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Existing staffing platforms are fragmented, unintuitive, and often inconsistent across devices. Professional users struggle with complex, inefficient workflows that slow productivity, frustrate adoption, and fail to meet the needs of both digital-first and analog-reliant professionals. An additional challenge unique to this project remains confidential under NDA and cannot be disclosed at this time.
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The Goal
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To design an intuitive and scalable SaaS platform that streamlines complex workflows for professional users, boosting productivity and satisfaction through consistent cross-platform experiences, accessible interfaces, and efficient task management.
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User Research​
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The high-level synthesis of our user research phase for this groundbreaking, NDA-protected product—a true game-changer in its category was eye-opening. By leveraging deep-dive user interviews and constructing granular empathy maps, our team gained insights into the nuanced personas and evolving pain points of our target audience. Our rigorous, data-driven discovery process illuminated a critical insight: our users span a broad spectrum of digital literacy, reflecting a diverse generational cohort. This pivotal finding underscored the need for a highly intuitive, user-centric interface that not only democratizes access but also seamlessly bridges the digital literacy chasm—ensuring inclusivity at its core.
Simplicity emerged as our north star, a non-negotiable design pillar to deliver an effortless user experience across all touchpoints. However, this mandate introduced dynamic challenges, particularly in harmonizing multifaceted workflow pathways while maintaining an elegantly minimalist interface.
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Pain Points
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Information Overload
Users reported that due to the sheer volume of information within this platform, they needed a very clear path to success.
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Data Overload
Users of this app are exposed to so much data that the ability to sort and store data easily, quickly and have access to it is imperative.
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Security
Users of this app are
very concerned with protecting their own information so data protection had to be state-of-the-art and personalized.
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Fear of Conflict
Users do not want to get into legal battles with this new way of doing business, so they need to be assured that conflicts either won't happen or can be resolved easily.
User Personas:​
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“Reducing Paperwork would make my life so much better”
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Primary Persona description, Harold
Through interviews and research, Harold Williams represents the primary user of this platform. His needs and frustrations directly align with the problems it solves. With over two decades of recruiting experience, Harold is deeply familiar with the industry’s pressures but struggles with inefficiencies that consume his limited time and energy. His goal of streamlining recruitment processes to reduce stress and increase productivity makes him an ideal candidate for a solution designed to simplify workflows, filter high volumes of applications, and adapt to evolving industry demands. As a busy professional balancing work and family, Harold values tools that are intuitive, reliable, and supportive of both his career growth and financial goals, positioning him as a core beneficiary of this platform’s impact.
Infinity Board:
Competitive Audit​
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The competitive audit reveals that each staffing platform has distinct strengths but also notable gaps. Traditional firms offer trust and scale, while digital-first platforms deliver cleaner design and more user-friendly experiences. However, none fully combine modern usability, accessibility, and scalability, leaving space for a platform that bridges these needs. Additionally, our forthcoming platform introduces a confidential feature that addresses a critical industry gap, positioning it as a differentiated solution in the marketplace.
Partial Section of Competitive Audit
Starting the design​
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Architecture
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The platform was designed with a sophisticated information architecture that balanced usability with the complexity of enterprise-scale workflows. Users could access the system through a secure login or seamlessly transition from the external sales site, ensuring continuity across touchpoints. Behind this entry point, the platform was organized into 13 primary sections, each addressing distinct user needs while maintaining a cohesive experience. Within this structure, 23 unique pages supported diverse functionality, from operational tools to reporting features, all unified under a consistent design system. While detailed flows cannot be shared due to NDA restrictions, the architecture reflects the deliberate planning required to manage complexity while preserving intuitive navigation.
Segment of Saas Platform architecture visual map (blurred for confidentiality)
Digital Wireframes & Lo-fidelity Prototype
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In the digital wireframes and low-fidelity prototype stage, one of the key challenges was condensing a highly complex navigation structure into an experience that felt approachable and intuitive. To address this, the design leveraged chunking—breaking down large sets of information into manageable sections so users would not be overwhelmed. For example, only one section was shown at a time; once completed, the next would expand, creating a sense of progress while reducing cognitive load. Establishing a clear hierarchy was also critical, ensuring that information was organized in a way that guided users naturally through tasks and minimized friction in their workflows.
Digital Wireframe depicting Navigation and Section Layout
Lo-Fidelity Prototype Layout Example
(blurred for confidentiality)
Brand Development​
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Logo Ideation
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For the brand development and logo ideation phase, I refined the preliminary logo that had been provided, focusing on polishing the mark through cleaner line work, balanced proportions, and consistent alignment. I also created a system of logo variations—including horizontal, stacked, and icon-only formats—to ensure flexibility across digital and print applications.
At the same time, I established a cohesive brand palette by finalizing the color system and unifying typography choices to strengthen overall visual consistency. To support consistent application, I developed a centralized brand asset library and brand guidelines, containing all logo variations with clear instructions on how and when to use each. This resource was shared with stakeholders and the entire company, providing quick, easy, and informed access to branded materials.
In parallel, I explored alternative logo concepts with a more minimal aesthetic, which were presented as forward-looking options at the conclusion of my engagement—giving the brand both a strong immediate foundation and a vision for its long-term evolution. (Logo not shown due to current NDA requirements)
UI Design - UI Kit - Design System
In the UI Design phase, I first developed a UI kit containing atomic-level elements such as typography scales, color palettes, iconography, spacing rules, and foundational components like buttons, inputs, and dropdowns. This library served as the building blocks for early prototypes. From there, I expanded the kit into a robust design system, structured in Figma with component libraries, tokens, variable modes, and auto-layout for responsive behavior. The system incorporated both atomic and molecular components, page-level templates, and theming capabilities to ensure scalability across use cases. Documented usage guidelines and interaction states were included to maintain consistency between designers and engineers, while also supporting accessibility compliance (WCAG 2.1 AA).
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To ensure adoption, I collaborated closely with engineering during handoff, aligning the design system with front-end frameworks and translating components into reusable code assets. This provided a true single source of truth, reduced redundancy, and created parity between design artifacts and live product implementation. The outcome was a scalable system that supported rapid iteration, minimized design debt, and allowed for efficient future expansion of the platform.
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Part of a User Interface Kit for Preliminary Designs
Study Type:
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Unmoderated Usability Study
Location
Remote & In-person, USA
Participants
15 Participants
Length
30 minutes
Usability Study​
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After the low-fidelity prototype was finalized, a Usability Test Guide was written and proposed. Participants from 2 recruitment companies were then recruited to take part in both a Zoom virtual and in-person usability test.
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There were 10 tasks created to test the usability and critical objectives of the platform including, joining the site and creating a profile, as well as other confidential tasks related to the staffing industry.
The test goals included the following:
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Identifying any significant errors or interruptions in task completion within the platform.
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Assessing whether users encounter difficulties with navigation or interface design.
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Gaining insights into successful task completion paths and recognizing effective UI elements.
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Evaluating the placement and timing of relevant information to ensure it meets users' needs effectively.
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Findings
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Simplify Data Display
Users wanted an even simpler and clearer display of complex data for them to sort and analyze.
Consistent Semantics
Again because of the very complex nature of this platform, users requested word choices to be refined and extremely clear.
Dashboard Enhancement
Users wanted more tools available to them on the dashboard such as a calendar and a to-do List.
The usability study for our B2B SaaS staffing platform provided critical insights into user needs, aligning with human-centered design principles and psychological theories of usability. Participants highlighted the need for simplified data displays to efficiently sort and analyze complex metrics, reducing cognitive load and boosting engagement. Consistent semantics with clear, precise terminology were essential for intuitive navigation, enhancing user comprehension. Users also emphasized dashboard enhancements, including integrated calendars and to-do lists, to streamline scheduling and task management, fostering empowerment and satisfaction in the platform’s interface.
Refining the Design​
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Hi-Fidelity Prototype
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The Hi-Fidelity Prototype was iteratively refined into a cutting-edge, minimalist interface. Starting with detailed wireframes in Figma that emphasized aesthetic depth and comprehensive feature sets, user research and usability testing revealed opportunities to streamline information architecture, reducing cognitive load through simplified navigation, organization and refined micro-interactions. By applying principles of human-centered design, we transformed the UI into a more elegant, responsive system, incorporating a scalable design library that prioritized accessibility (WCAG-compliant) and intuitive flows. This refinement not only enhanced user adoption potential but also aligned with emerging trends in enterprise UX, delivering a polished, efficient experience—though specifics remain under NDA pending the platform's launch.
Accessibility Features​
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Visual Hierarchy
Given the platform’s complexity and large volume of data, visual hierarchy was carefully applied through type size, weight, and spacing. This helped users process information step by step and in chunks, reducing cognitive load and preventing overwhelm.
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WCAG Compliance
All color choices were tested and refined to meet WCAG contrast standards, ensuring that text and interface elements were readable for users with low vision or color blindness. Consistent iconography, keyboard navigability, and screen reader support were also incorporated to strengthen accessibility.
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AI Assistant
The integrated AI assistant was designed with accessibility in mind, offering contextual guidance, simplified explanations, and hands-free interaction options. By reducing friction in complex workflows, it supported users with different levels of technical confidence and ability.
Responsive Designs​
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The designs for screen size variation include mobile, tablet and desktop. We optimized the designs to fit specific user needs of each device and screen size.
Hi-Fidelity Responsive Mock-ups for Mobile, Tablet and Laptop
(blurred for confidentiality)
Going Forward​
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Key Takeaways​
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Impact
Quote from study participant:
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“This platform is life-changing. My profits will skyrocket using this innovative tool”
Insights
In this case study, our work designing an innovative platform for the staffing industry revealed valuable insights into the needs and behaviors of professional recruiters and hiring managers.
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We learned that while recruiters value powerful, enterprise-level tools, they also need interfaces that simplify complex workflows, preventing overwhelm in an already high-stress environment. Clarity and hierarchy emerged as critical, with users favoring systems that present large amounts of data in digestible steps and reduce cognitive load through progressive disclosure.
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Flexibility was another key insight, as staffing professionals constantly juggle shifting priorities and must be able to adapt quickly. Additionally, our research emphasized the importance of accessibility and inclusivity, as users span a wide range of technical comfort levels, from digital-first professionals to those still relying on more analog approaches.
Most importantly, we discovered that recruiters are driven by efficiency and accuracy, underscoring the need for tools that not only streamline their tasks but also support meaningful, productive outcomes. These insights informed our design decisions and laid the foundation for a platform that meets the industry’s demands while elevating the daily experience of its users.
Next Steps
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In conclusion, the case study has provided valuable insights into the design and functionality of this responsive Saas Platform. Moving forward, there are several key next steps to consider for enhancing the platform's capabilities and user engagement.
AI Integration
As AI advances, our use of it in this platform should grow as well. At the same time, adding AI for the sake of AI without valuable reasons should be avoided.
Multi-Language Support
Multi-language support should be added as soon as possible.
Segmentation
Sectioning this very large platform into sections based on location is a valuable idea to keep in mind for the future as it expands.
As the platform evolves, the priority can be to introduce enhancements that genuinely add value for users rather than implementing features for the sake of novelty. AI functionality will be continuously evaluated and updated where it can meaningfully improve workflows, while avoiding unnecessary complexity.
Expanding multi-language support will ensure accessibility for an increasingly diverse user base, and location-based segmentation will become critical as the platform scales across different regions and markets. Together, these next steps will sustain usability, inclusivity, and scalability as the product grows in size and reach.
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​​​​​​​​​​​Pitched Concept
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The pitched concepts innovated are unable to be shared at this point due to the NDA until launch.
