Portfolio Management Tool - From Confusion to Clarity

We helped redesign a complex portfolio management tool into a streamlined, intuitive platform that product teams want to use.

Industry

Productivity, Product Management

Product

Web Dashboard

Services

UX Audit

UX Design

Design System

Visual System

The MVP had good bones but fell short where it mattered most: usability.

This was more than a cosmetic problem — it was directly impacting user trust and adoption.

There was no clear guide for users navigating the tool

Flows were often dead ends — users couldn’t complete key actions

The visual hierarchy was inconsistent and cluttered

Same action, different patterns — there was no design consistency

Overall, UX created cognitive overload for already-busy teams

01 Strategy & Design Approach

We started with a full product audit. Our team mapped out user journeys, documented inconsistencies, and pinpointed where the tool broke down in real-world use.

Here’s how we approached it:
• Ran a detailed UX audit to capture flow breakdowns and friction points
• Defined personas and usage goals to anchor every design decision
• Created a visual language that felt clean, modern, and trustworthy
• Built a scalable design system to standardize interactions and UI
• Reworked key workflows like dashboard views, roadmaps, and prioritization

This was about helping the product get out of the way.

About the client

This platform is used by leadership and product teams in mid-to-large companies to manage project roadmaps, prioritize work, and track outcomes. But despite its capabilities, the original version made even the simplest workflows feel like a maze.

The users? Product leads, managers, and execs who needed clarity, speed, and control, not more confusion.

Get your quote

02 Execution Highlights

The redesigned tool is now easier to learn, faster to navigate, and better aligned with how users think, not just how features were built.

UX Audit & Research
‍
• Identified high-friction areas in user flows
‍
• Captured inconsistent behaviors and missing feedback loops
‍
• Mapped the usage intent of key user personas

Design System & Visual Language
‍

• Defined component libraries and visual patterns
‍
• Established color standards, spacing rules, and icon systems

• Standardized interaction patterns across modules

UI & Interaction Design
‍
• Built over 130 high-fidelity final screens

• Designed with layout clarity, max space usage, and user flexibility

• Simplified complex flows across dashboards, prioritization, and roadmaps

• Enabled drag-and-drop functionality for easy project tracking

Our goal was to create a captivating visual identity that truly embodies the essence of the brand, resulting in a distinctive and unforgettable theme.

03 Impact

• Clear, consistent interaction language is now used across the product.
‍
• The redesigned tool is now easier to learn, faster to navigate, and better aligned with how users think, not just how features were built.
‍
• We helped make a powerful tool feel effortless. One that aligns with how product teams work, not how systems are structured.