Delivery + Release
The delivery phase was where designs were brought to life. Additionally scope to be refined, bugs to be captured and feedback to be collected.
Lead-up to launch: Collaboration for success
In the final stretch, I collaborated with marketing to craft go-to-market communications that resonated with our users. Simultaneously, I worked with support and education teams, providing them with clear content, FAQs, and imagery to ensure users had everything they needed to adopt the new experience seamlessly.
Post-release feedback
sentiment_very_satisfied
With Pipeline for the new proposal editor I am much more inclined to move…”
sentiment_very_satisfied
“Thank you!!!!”
sentiment_very_satisfied
“Thank you! This is a game changer for us!”
sentiment_very_satisfied
“Excellent thank you!”
sentiment_very_satisfied
“Yay! Thank you!! So much better!”
Post-launch feedback validated our approach, highlighting both the value delivered and opportunities for further refinement:
sentiment_very_satisfied
"Love it but we better if we could action proposal in bulk..."
sentiment_neutral
Love it but… not being able to see a list of proposals issued is a nightmare…
sentiment_very_satisfied
“LOVING the new Pipeline, Thank-you!!”
sentiment_very_dissatisfied
"We're paying for an online platform so exporting is a pain. Also I'd like the proposals page to show awaiting proposals like it used to. Fail to see why it is under client tab now. Makes no sense to me."
sentiment_very_satisfied
“Second that!! Me too! Me three!”
sentiment_neutral
“It’s great indeed…Just need the 90-day expiring one…”
Additional Improvements
Enhancing Table Usability
Monitored filter usage and conducted follow-up interviews to focus on the data displayed and its density.
This came with a redesigned quick filter pattern and contextual data per segment.
Strategic Impact
Patterns developed for Pipeline were successfully scaled across the product (Client list, Library, Settings, and Billing).
This established a foundation for consistency, efficiency, and further innovation across the platform.
What a team!
A huge thank you to the entire team—design, engineering, marketing, education, and support—for their incredible collaboration, creativity, and hard work. This project’s success was a true team effort, and I’m proud of what we achieved together for our users and the business. 🚀
I managed to miss the team photo evey year!
That's the end but feel free to browse:
IGNITIONS
SALES