Unblocking Access to Product Value.    

-85%
Completion time
-60%
Support tickets
5%
Scopes created

Redesigned Scope Creation to Accelerate Product Adoption

“Create new Scope” form was a major blocker: poorly structured, high-effort, and invisible to users until they stumbled into it. It wasn’t just a bad form; it was an anti-pattern that prevented users from accessing the product’s core value.


This project wasn’t on the roadmap. While working on another feature, I spotted the opportunity to redesign it as a low-effort, high-leverage fix. In one sprint, I transformed the flow into a focused, 3-step experience that cut completion time to under 30 seconds and unlocked broader usage of the platform.

Three-step Create Scope flow showing a simplified, guided form: Step 1 captures essential details, Step 2 focuses on financials, and Step 3 collects extra information — all with a clean layout and progress bar.

While stakeholders didn’t flag this flow, I spotted it during the platform audit and analysis. At the time, we were rebuilding UI foundations across the platform as part of the migration to the new Angular. This gave me the space to take initiative and redesign the scope creation flow as a parallel track, without disrupting the core sprint work.

 

I mapped out the logic dependencies behind scorecard and output selections, and identified where users were getting stuck. I built focused prototypes to test whether simplifying the structure, language, and flow would make the experience easier to complete. I worked closely with the PM and engineering teams to ensure we respected backend constraints while still enhancing the frontend experience.

 

Within a week, we shipped a cleaner, faster setup flow that required less cognitive load but maintained full flexibility for complex client needs.

Final summary screen of the Create Scope flow, displaying all entered details grouped into sections with inline edit options for review before submission.

The feedback was immediate; users started creating scopes more easily and faster, support requests dropped, and the form redesign was later reused in two additional parts of the platform. It wasn’t a big feature launch or a dramatic visual overhaul. It was a simple yet strategic design fix that removed friction at the exact point where it was holding users back.

Company

SCOPE Better

Year

2023

Design Tools

Figma and Miro

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  • Design a flexible structure that supports richer communication at scale, without adding visual or cognitive clutter
  • An initiative beyond aesthetics. A system and streamlined processes to drive velocity, alignment, and scalability. Laying the groundwork for future growth.
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