Customer portal

Customer portal

Customer portal

A secure, centralized experience where customers can seamlessly manage services, billing, and support in one place.

Tools

Tools

Tools

Figma

Figma

Figma

Adobe CC

Adobe CC

Adobe CC

Google Analytics

Google Analytics

Google Analytics

Clarity

Clarity

Clarity

Confluence

Confluence

Confluence

Prior to this initiative, customer-facing services were scattered across different platforms, leading to user confusion, inefficiencies, and duplicated support requests. The goal was to consolidate key customer functions: user management, product access, billing, support, and communications into a single cohesive portal.

2x reduction

in bounce rates and support ticket volume

31% increase

in successful self-service actions

Higher NPS

reported from portal users compared to previous systems

Case study

Project Brief

Project Brief

Project Brief

The project aimed to unify various fragmented customer-facing systems into a single, cohesive digital portal. Customers previously accessed services through disparate tools, leading to confusion, support requests, and low engagement. The new centralized portal serves as a one-stop solution for account management, billing, product access, and support.

Objective

Objective

Objective

  • Streamline customer interactions through a single interface that is visualy aligned with the corporate website.

  • Enable a scalable and modular platform that can adapt to future service needs

  • Increase user satisfaction and self-service adoption

  • Reduce service and billing inquiries by improving transparency

Scope

Scope

Scope

  • UX Research & Analysis across departments and user touchpoints.

  • IA redesign to map customer journeys and unify workflows.

  • UI design system integration to maintain consistency.

  • Prototyping and usability testing with real customers.

  • Cross-functional collaboration (design, dev, product, support).

Success metric

Success metric

Success metric

  • 2x reduction in support ticket volume within 3 months.

  • 25% increase in successful self-service actions.

  • Higher CSAT/NPS reported from portal users compared to previous systems.

  • Faster onboarding time for new customers due to simplified flows.

Process

1

Research & Discovery

  • Gathered feedback from customers and internal stakeholders.

  • Mapped fragmented journeys and identified overlaps.

  • Benchmarked against industry standards.

1

Research & Discovery

  • Gathered feedback from customers and internal stakeholders.

  • Mapped fragmented journeys and identified overlaps.

  • Benchmarked against industry standards.

1

Research & Discovery

  • Gathered feedback from customers and internal stakeholders.

  • Mapped fragmented journeys and identified overlaps.

  • Benchmarked against industry standards.

2

Planning & Strategy

  • Defined IA and modular architecture.

  • Defining personas and user flows.

  • Prioritized features for MVP and phased enhancements.

2

Planning & Strategy

  • Defined IA and modular architecture.

  • Defining personas and user flows.

  • Prioritized features for MVP and phased enhancements.

2

Planning & Strategy

  • Defined IA and modular architecture.

  • Defining personas and user flows.

  • Prioritized features for MVP and phased enhancements.

3

UX & Visual design

  • Created adaptive, responsive components within a design system.

  • Developed intuitive flows tailored to core user actions.

3

UX & Visual design

  • Created adaptive, responsive components within a design system.

  • Developed intuitive flows tailored to core user actions.

3

UX & Visual design

  • Created adaptive, responsive components within a design system.

  • Developed intuitive flows tailored to core user actions.

4

Implementation collaboration

  • Worked closely with dev teams to ensure design fidelity.

  • Addressed edge cases like multi-account handling.

4

Implementation collaboration

  • Worked closely with dev teams to ensure design fidelity.

  • Addressed edge cases like multi-account handling.

4

Implementation collaboration

  • Worked closely with dev teams to ensure design fidelity.

  • Addressed edge cases like multi-account handling.

5

Continuous improvement

  • Usability testing.

  • Post-launch analytics fed into iterative updates.

  • Feedback loop set up for ongoing enhancements.

5

Continuous improvement

  • Usability testing.

  • Post-launch analytics fed into iterative updates.

  • Feedback loop set up for ongoing enhancements.

5

Continuous improvement

  • Usability testing.

  • Post-launch analytics fed into iterative updates.

  • Feedback loop set up for ongoing enhancements.

Contact

Contact

Contact

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