Employee
Engagement App
B2B Product DesignRedesign · Rebrand · 30+ Workflow Transformation
CA Short, an employee engagement platform based in North Carolina, engaged us to lead a full product redesign and modernization initiative. The goal was to elevate the product experience and future-proof the platform’s design system and workflows.
To comply with my confidentiality agreement, I have gained approval to post these designs on my portfolio. C.A. is a B2B site located in Shelby, NC USA
PROJECT
My Role
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Led end-to-end UX and product design as a Senior UX/UI Product Designer
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Designer-owned experience strategy, flow prioritization, and design direction
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Designed and optimized 50+ core user workflows
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Partnered with product and engineering to align feasibility with UX outcomes
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Delivered production-ready prototypes and structured handoff documentation
TIMEFRAME
8
Months of work
TEAM
15
Experts involved
Services
Brand Strategy, Brand Identity, UX/UI design
Tech Stack
Figma, UXPilot, Recharts, ClickUp,
Website
cashort.com
DESIGN THINKING
Design Roadmap
Design roadmaps outline important phases such as research, creative approach, delivery, and implementation.
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UNDERSRTAND
What is the problem? What are business requirements?
DEFINE
Who & What are we building for? What is the user pain points and user needs?
BUILD
How & What are we going to build?
TEST
How do the users feel?
ITERATE
How can we improve from user and business feedback?
DEVELOP
Handoff to dev/engineers
THE CHALLENGE
How might we modernize and unify a legacy employee engagement platform to deliver a seamless, scalable, and future-ready user experience across devices?
The platform had evolved into a fragmented experience with inconsistent workflows, outdated visuals, and increasing user friction. Users were navigating complex flows that slowed down task completion and reduced engagement, while the business struggled to stay competitive in a rapidly evolving market.
We were tasked with redesigning the entire application—including rebranding, improving usability, and introducing new features—while delivering a fully responsive, high-fidelity prototype (web, tablet, mobile) within a 6-month timeline.
The engagement covered a complete A–Z redesign of the product.
The existing platform had grown organically over time, resulting in:
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Fragmented user flows
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Inconsistent interaction patterns
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Outdated visual language
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Increased cognitive load for users
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Missed opportunities to differentiate from competitors
The business needed a cohesive, modern, scalable experience that aligned with how users actually think and work—while still being feasible to ship within a tight delivery window.
By standardizing interaction patterns, simplifying core journeys, and introducing a scalable design system, we can reduce operational friction, improve efficiency, and enable sustainable product growth over the next 5–10 years.
THE GOALS
What does success look like?
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A refreshed brand identity and visual language
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Modernized UX patterns across the platform
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The redesign and optimization of 30+ critical user flows
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Strategic introduction of AI-assisted experiences where they created real user and business value
RESEARCH & ANALYSIS
What is our competition doing?
I began with a full product and UX audit of the existing application:
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Mapped and documented friction points across the entire platform
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Analyzed competitor products and best-in-class enterprise tools
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Cataloged existing features and flows
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Identified redundancy, complexity, and usability gaps
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Worked with stakeholders to prioritize high-impact improvements
This phase helped us shift the roadmap from “redesigning screens” to re-architecting workflows around user mental models.
Rapid Exploration and Ideaion
Using AI tools to expand creativity
Using tools like UX Pilot and Claude for rapid exploration and ideation, I:
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Generated multiple solution directions for complex workflows
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Clarified ambiguous requirements with stakeholders and product
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Rapidly iterated on IA, navigation, and flow structure
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Translated concepts into structured wireframes focused on:
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Task efficiency
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Cognitive simplicity
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Scalability across devices
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AI was used as a thinking and acceleration tool, not a replacement—helping us explore more options faster while keeping product decisions grounded in UX principles and business goals.
PROTOTYPING
Hi-fidelity concepts
We delivered a fully responsive, production-ready prototype covering:
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Web
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Tablet
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Mobile
This included:
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Redesigned core workflows
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New feature flows
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Updated visual system and brand application
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Consistent interaction patterns across platforms
The prototype served as the single source of truth for engineering handoff and stakeholder alignment.
VALIDATION & ITERATIONS
Existing Brand Guidelines
Each major flow went through a three-stage review and refinement process:
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Evaluate and remove unnecessary or low-value features
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Simplify and restructure flows for clarity and speed
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Introduce new interaction patterns that better matched user expectations
This ensured we weren’t just making the app “look better,” but meaningfully improving usability, efficiency, and coherence across the product.
RESULTS & IMPACT
Final Designs
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Redesigned the platform end-to-end (A–Z) across web, tablet, and mobile
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Streamlined 30+ workflows, reducing average task complexity and improving navigation efficiency
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Improved task completion rates by an estimated 40–60% across key flows (based on reduced steps and simplified paths)
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Reduced user friction by eliminating redundant steps, shortening critical journeys by ~25–35%
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Accelerated design-to-development handoff, contributing to an estimated 30–40% reduction in developer clarification time
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Delivered a complete, production-ready prototype within the 6-month timeline
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Established a scalable UX foundation supporting long-term product growth and future feature expansion
CONCLUSION
Why this matters?
This wasn’t just a visual refresh—it was a system-level transformation of the product experience.
By simplifying workflows, aligning the platform with real user behavior, and introducing scalable design patterns, the product became more efficient, intuitive, and competitive in its market.
Other Feature Designs
Given the breadth of this initiative, a complete breakdown of every iteration was not feasible. Below are selected workflows that reflect the range and depth of design decisions made throughout the project to arrive at scalable user centered outcomes.