Case Study


Inpensa is a SaaS technology and advisory services company that is focused on helping corporate executives make better investments through strategic planning, ROI analysis and benefits realization. Their enterprise product help data analysts and financial executives input, view and manage large amounts of data, which ultimately would be used to determine the scope of a business project.



The Task

Our client Inpensa wanted to improve the user experience of their products by redefining their platform’s visuals, functionality and navigability. At the onset of the project, we were given the tasks to:

  1. Improve how data was viewed and manipulated

  2. Reduce the number of clicks by 20%

  3. Improve the visuals of the product

My Role

I worked alongside 2 UX Designers on a 4 week sprint and led the efforts during the research phase. My main responsibilities included user research, wireframing, prototyping and usability testing.

The Design Process



Kick-Off with the Client

We sat down with the CEO, CTO and Lead Engineer to understand the product, and what our objectives were:

Our task was to:

  1. Improve how data was viewed and manipulated

  2. Reduce the number of clicks by 20%

  3. Improve the visuals of the product


User Research

To get a deeper understanding of the pain points that Inpensa's clients were facing, we interviewed 5 mid to high-level employees from two of their top-tier clients. The goal of this interview was to understand which part of the process required too many clicks, the pain points revolving around data visualization, and any other problems they've faced.

We learned that:

user insight inpensa2.jpg

Regarding the issue of data manipulation, project managers have to change high level attributes of the 25-30 projects that they're assigned with, which required them to go into each project to change and edit data, and then return back to the project repository to continue. Thus, this reduced the user's motivation and work productivity.

The following GIF showcases how a project manager would go about changing the high level attributes of a project:

In terms of the learning curve, users found the product to be unintuitive. Frequently, clients receive new hires, and managers have to constantly train employees on how to use it. Users expressed it was not clear on what they have to do on each page and how they are supposed to be navigating through the product.

Persona Generation

Our Target Users


Solutions to Problems

For the 3 main user issues, my team and I ideated the following solutions to their respective issue:

  1. Data viewing: Allow users to expand data sheets into a single large window for better data viewing and data manipulation.

  2. Data manipulation: Hyperlinks and modal functionality for quick edits without having to travel to other pages and to reduce the number of clicks it takes to complete a task.

  3. Learning curve: We added a (1) progress bar that let users know what tasks they need to do or have left in order complete a task, and (2) bottom navigational buttons the show the workflow direction that users were supposed to take. See the following annotated wireframe and GIF for an example.

A GIF demonstrating the functionality of the progress bar (located far right within the input status box).



Initial Lo-Fi Wireframes

The remaining sketches were lost and these are the only ones that I was able to recover.





Usability Test Goals

The user's primary purpose on this software is to complete tasks in a linear fashion. First the analyst creates an idea/project and fills in the required information. After completion, the executive decides if the idea/project gets approved or not. So, we wanted to test if users were able to complete both the analyst's and executive's tasks intuitively on the redesign.

Key takeaways - Round 1:

  • Users liked the overall user interface of the project. While they weren’t able to understand all the details of the page, they understood where to locate the features.

  • Users were looking for a quick way to access “New Ideas” directly from the dashboard page, but 75% of the users quickly realized its location once they hovered over the “PlanIQ” button at the top most navigation.

  • 75% of the users were unsure what the next steps would be once they got to the tabbed layout after creating a new idea.

  • Consistency between the editing and moving between tabs helped improve learnability going through the different steps.

Key takeaways - Round 2:

  • Addition of the “Next” button helped users understand the sequence of steps that they had to do.

  • Increasing the size of the “View as: PlanIQ” toggle helped improve its visibility. Users instinctively still went through the “CaseIQ” and “TraqIQ” buttons at the top nav.

  • The addition of the “Input Status: X%” , it wasn’t as effective because it blended with the rest of the information on the top. 100% of users did not think it contained information pertaining to the completion status of their workflow.


Thank You, I hope you enjoyed that 😄

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