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Case study

Suralink Platform Redesign.

A comprehensive redesign of Suralink's core platform experience — transforming onboarding, dashboard, and settings into an intuitive, modern interface.

Suralink Platform Redesign

Role

UX Designer

Dashboard · Onboarding · Settings Architecture

Year

2019

Platform

SaaS Web App

B2B workflow management

The Problem

Users struggled with complex onboarding, an impersonal dashboard, and hard-to-navigate settings, leading to poor engagement and high support requests.

  • Onboarding was confusing with no guided steps or clear actions
  • The dashboard was cluttered with limited customization options
  • Important data was buried deep in navigation hierarchies
  • No OAuth or multi-factor authentication options

The platform had powerful capabilities, but its interface made them inaccessible to the teams that needed them most.

Before & After

Side-by-side comparisons showing the transformation of the dashboard and onboarding experiences.

Dashboard Redesign

Dashboard before
Dashboard — Before
Dashboard after
Dashboard — After

Onboarding & Security Enhancements

Onboarding before
Onboarding — Before
Onboarding after
Onboarding — After

The Redesigned Platform

Created guided onboarding flows, customizable widget-based dashboards, and restructured settings with improved search and bulk actions.

Redesigned Platform — Dashboard
Redesigned Platform — Dashboard
Engagement Management
Engagement Management
Settings & Configuration
Settings & Configuration
Team & Permissions
Team & Permissions
Client Communication
Client Communication

Results

  • Faster onboarding with guided step-by-step flows
  • Higher engagement through customizable dashboards
  • Significant reduction in settings-related support tickets
  • OAuth sign-in with mandatory 2FA for improved security

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