2025

Driving Cost Efficiency, System Ownership, and Scalable Growth

Driving Cost Efficiency, System Ownership, and Scalable Growth

B2B

B2B

B2B

Web Application

Web Application

Web Application

Cost Saving

Cost Saving

Cost Saving

New Revamped Web Application

(Confidential data is internationally hidden)

Role: Sr. Product UX Designer

TImeline: 12 weeks (Multi-phase redesign and rebuild)

Users: Admins, Customer Service Representatives (CSRs), Managers

Team: VP, Director of Engineer, Project Manager, Junior Designer, Engineers

About

Superior Propane is a leading Canadian distributor that provides propane fuel and related services to residential, commercial, industrial, and agricultural customers over 70 years (founded in 1951).

Challenge

Complete vendor dependency for any system changes with no code ownership or system control. High operational costs & limited flexibility for updates.

TL;DR

Before redesign

Before redesign

After redesign

After redesign

Core problem

This project presented several intersecting challenges:

  1. Designing for three roles (Admin, Manager and CSR) with strict permission boundaries
    Each role required clarity on what they could see, edit, or manage without overloading the interface or introducing
    security risks.

  2. Balancing speed with enterprise-grade reliability
    The system needed to enable rapid configuration changes while maintaining auditability, traceability, and compliance.

  3. Re-architecting workflows without disrupting operations
    The platform could not afford downtime or a steep learning curve for existing users.

  4. Translating technical independence into UX value
    Code ownership alone doesn’t create value, users needed tangible improvements in speed, clarity, and control.

  5. Aligning design decisions with cost-reduction goals
    Every design choice had to support long-term scalability and reduced operational overhead.

0

+

CSR users

CSR users

CSR users

0

Sec

Reduced AHT for CSRs

Reduced AHT for CSRs

Reduced AHT for CSRs

0

K

Cost Saved

What I Learned

  1. Constraints are constant, alignment is the accelerator.
    Working within tight timelines is unavoidable in consulting. Actively listening to engineers, understanding technical constraints early, and co-planning solutions enabled us to prioritize effectively and ship critical features within aggressive deadlines without compromising system integrity.

  2. UX is a strategic lever, not a cosmetic layer.
    In enterprise environments, design decisions directly impact cost, governance, and operational agility. while maintaining auditability, traceability, and compliance.

  3. Auditability is a UX problem, not just a technical one.
    Logs and change history must be understandable and actionable, not hidden system artifacts.

  4. Scan-ability is critical in data-heavy experiences.
    In grid- and table-driven applications, prioritizing the most relevant information through clear hierarchy, progressive disclosure, and visual emphasis enabled users to quickly scan, understand, and complete their jobs efficiently and with confidence.

The legacy web application

The legacy web application

Business Impact

  1. Strategic gains

    • Platform became a scalable foundation rather than a constraint.

    • SPP gained long-term flexibility to adapt pricing, workflows, and policies.

    • Reduced ⬇️ risk associated with vendor lock-in.

    • Working within tight timelines is unavoidable in consulting. Actively listening to engineers, understanding technical constraints early, and co-planning solutions enabled us to prioritize effectively and ship critical features within aggressive deadlines without compromising system integrity.age without overloading the interface or introducing security risks.

  2. Quantitative Outcomes

    • 30–40% reduction ⬇️ in operational costs by eliminating vendor dependency.

    • Significant reduction in turnaround time for system updates—from weeks to real-time changes.

    • Data-driven insights helped ⬇️ reduce average call handle time (AHT) by 30 seconds per call, allowing for ⬆️ 150 more customer inquiries daily without needing to expand the customer service team.Faster customer enrollment and
      issue resolution.

    • Reduced ⬇️ training and onboarding effort for new users by providing train the trainer videos.

  3. Qualitative Outcomes

    • Full front-end and back-end ownership

    • Internal teams empowered to configure workflows without external support

    • Improved trust in data accuracy and system reliability

    • New analytics dashboard enabling data-driven decision-making

    • Enhanced accessibility to customer and pricing information

Design Approach

Design Tradeoffs

  1. Power vs Simplicity

    • Decision: Prioritized clarity and role-based simplicity over exposing every advanced feature upfront.

    • Rationale: Reducing cognitive load improved accuracy and speed for daily tasks.

  2. Speed vs Familiarity

    • Decision: Maintained recognizable workflow patterns while modernizing interaction models.

    • Rationale: Minimizing disruption reduced adoption risk in a mission-critical system.

  3. Customization vs Governance
    The business wanted teams to make changes themselves (pricing rules, workflows, configurations) without waiting on a vendor. At the same time, this is a data heavy web application, uncontrolled changes could cause errors, compliance issues, or data risk. Below approach gave teams speed and independence, while leadership retained control, traceability, and confidence. It prevented chaos while still removing the vendor bottleneck.
    We allowed self-service customization, but only within clearly defined rules:

    • Users could configure what they needed

    • Permissions controlled who could change what

    • Every change was logged with full history and accountability.

Old Customer Details Page

  1. Cumbersome Interface: Information is not logically grouped, making it difficult for users to quickly scan and locate relevant details.

  2. History Section: Customer profile updates are displayed date wise as a list on the right panel, but lack clear organization or hierarchy, resulting in a cluttered and confusing experience.

Customer Details New Look

  1. Breadcrumbs: Added breadcrumbs to reduce "cognitive load" which acts as secondary navigation that help users understand their current location within the web app/system's hierarchy and quickly navigate to previous levels

  2. Customer Name on the top to identify the profile quickly

  3. Offer Pool Name on the top right corner

  4. Blocked Status: For the quick action to block or unblock the customer

  5. PURL Status & PURL Link: To quickly view the PURL Status and to access the PURL Link to see the Fixed Price Plan Details or to

 update the give the new plan to the customer

  6. CTAs: Reset Customer Status will change the customer status back to original status and Resend Email will send the email to the customer

  7. Change History: The change history is added here as a separate tab, to see the changes made on the customer profile by whom and when

  8. Edit Details: This CTA will make this page editable

  9. Grouping of PURL Prices and Other prices in section which is easy to scan

  10. Upload Document: This section lets the Admin, Manager and CSRs to upload customer file/document related to the customers fixed price plan

  11. Introduced more CTAs as per the insights which gave more control to the CSRs and reduced dependency to communicate with customer in traditional way

Versions of UI Design Mockups

I experimented with different color combinations for the Logo Size, Side Menu/Navigation, Widgets, Footer color and more

Version 1

UI Version 1

Version 1

UI Version 1

Version 2

Version 2

Version 3

Version 3

Final Version

Final Version

Version 1

UI Version 1

Version 2

Version 2

Version 3

Final Version

Final Version

Visual QA

Comparing the build to design files:
I reviewed the staging environment build against the high-fidelity mockups from Figma to check visual consistency.
Verified details across different pages, components like buttons, links, forms, dropdowns and screen resolutions including:

  • Typography: Verified font sizes, weights, colors, line heights, and spacing.

  • Colors and Branding: Ensured all colors were used aligned with the established brand guidelines and color profiles.

  • Spacing and Alignment: Checked margins, padding, and grid alignment to ensure a polished and consistent layout.

  • Images, icons and Graphics: Ensured images, icons and illustrations were not distorted, cropped incorrectly, or scaled improperly.

  • Copywriting: Checked for typos, overflowed text, or incorrect information that may have been missed during content handoff.

  • Documented issues: Captured discrepancies (design bugs) using screenshots, screen recordings, and detailed descriptions of the problem and posted on Jira tickets.

  • Collaborated with developers: Worked closely with the development team to clarify the intended design, discussed technical limitations, and found a compromise when necessary.

  • Final sign-off: Re-tested the fixes implemented by developers to ensure the issues were resolved correctly and ultimately provided the final design sign-off for the feature to be released. 

Visual QA

Next Steps

  • Redesign data tables to be easier to read without needing to scroll sideways.

  • Improve the mobile version and expand it so it works smoothly on tablets too.

  • Run follow-up studies (like longitude studies) over time to see how users feel about the new experience.

Have a project idea in mind? Let’s chat about how we can bring it to life virtually, from anywhere in the world!

Have a project idea in mind? Let’s chat about how we can bring it to life virtually, from anywhere in the world!

Have a project idea in mind? Let’s chat about how we can bring it to life virtually, from anywhere in the world!