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Xecta Digital Labs

UI/UX Design
Product Management
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The Mandate

Work with Product leadership, platform/product-specific PM's and technical leads to design a Client Onboarding & Account Management System, supporting both internal and external user workflows.

The Approach

With key stakeholders and technical resources, discover blue-sky, "all else equal" vision as well as competing priorities. Then, with these "north stars" in mind, design, test and propose successive stages of developments chipping away toward that vision.

The Outcome

  • Decreased friction and overhead moving from contract to implementation
  • A Shortened Sales Cycle
  • See selected screenshots below

account management
onboarding user flow
customer analytics

I've always thought Product at a startup was less like getting on a rocket and more like keeping the bus moving.

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