Challenge: The existing performance review setup was time-consuming and cumbersome for both customers and implementation teams. Our goal was to streamline the process and reduce effort while maintaining flexibility — all within the constraints of the platform’s existing design paradigm.
Approach: I immersed myself in the platform, identifying flow and usability issues, and collaborated closely with the PM and principal engineer to clarify product goals and pain points. I created multiple wireframe solutions, presented them to internal teams, and participated in customer calls to understand real-world workflows. Designs were iterated based on feedback, and I problem-solved during sprints while usability testing core functionality before launch to prevent blockers.
Outcome: After three major design iterations, the final solution reduced the setup from a 5-step process to 3 steps, introduced sensible defaults, and included content previews to give users instant feedback. Adoption was strong: internal teams (implementation and sales) embraced the new Express Review product immediately, and 500 out of 700 customers migrated to the new platform.
