Context & Objective

This project was developed in response to a recurring need among our B2B customers — primarily institutions and funding bodies — who expressed a desire for more control and transparency in how they manage their agreements.

The existing solution offered limited visibility and no self-service functionality, which resulted in reliance on support teams and slowed down workflows.

The objective was to create an interactive self-service prototype that allowed users to:

• View all agreements in one place
• Edit, add, or remove agreements independently
• Experience a modern, intuitive interface that reflected real user needs

The prototype was also used in sales presentations to demonstrate upcoming functionality and gauge user interest before development.

My Role

• UX & UI Designer
• Responsible for the full user flow and page structure
• Created a functional prototype with real interaction logic
• Designed a custom UI within the company’s visual guidelines
• Used the prototype for both user feedback and sales engagement

User Research

While no formal field research was conducted, this project was grounded in:

• Direct customer feedback gathered by sales and support
• Workshops with internal stakeholders
• Desk research into similar enterprise self-service tools
• Continuous validation with account managers who worked closely with our customers

The team synthesized key needs from real support tickets and previous onboarding sessions.

Design Solution

The final prototype included:

• A central dashboard listing all agreements by status
• Edit, add, and delete features based on user roles
• A consistent and accessible design aligned with the platform’s visual identity
• Tooltips, modals, and form validations to guide users seamlessly
• Designed to be mobile-friendly for on-the-go access

The team synthesized key needs from real support tickets and previous onboarding sessions.

Outcome & Learnings

• Prototype played a key role in customer dialogues and new business opportunities
• Helped validate assumptions before committing to code
• Confirmed strong demand for self-service and agreement overview tools
• Highlighted that B2B admin tools require just as much UX care as customer-facing ones

Takeaway: A well-crafted prototype is a powerful tool — not just for product validation, but for sales and customer trust.