Botkeeper - Settings
Year
2025
Role
Senior Product Designer (Visual & Behavioral Design)
Industry
Accounting Services (AI)
Main Tools
Figma · Wynde · Storybook · Userflow · GA4
Goal
Redesign configurations to deliver smooth navigation, clear information presentation, and simple permission management, improving user efficiency and accuracy.
Users managing configurations face broken navigation, unclear information review, and complex permission assignments, causing confusion, delays, and potential errors.
Discovery highlights
Stakeholder 1:1: Misaligned mental models; each team pointed users to a different starting page.
Support-ticket mining: 280 chats + 57 “How do I edit…?” tickets72 % of issues stemmed from users missing the hidden Edit action.
User shadowing: 5 power-users, 2 onboarding sessions
Average “Edit → Save” took 7 clicks & 58 sec; power-users asked for in-row editing.
Heuristic audit: Nielsen 10 + WCAG quick scan Low visual hierarchy, redundant labels, no role-based defaults.
Delivery
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Heat-map (Attention Insight): The gear icon kept eyes on data, unlike tab/section I choose to go for the gear approach
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Task test (Wryte n = 12): Gear flow 18 s faster, zero misclicks.
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CSM review (n = 5): Wanted feedback ⇒ added toast-with-undo + GA event.
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Hand-off: Gear tooltip for discoverability; components logged in Storybook.
Results (partial)
-34 %
Time-to-edit (58 s → 38 s)
-27%
permission errors reported to CS
+1.3 pts
CSAT on configuration tasks (3.2 → 4.5)
+18 %
feature adoption within first month
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Side-nav buried “Clients & Users” under Settings
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Hidden Edit modal
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3-tab permissions
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Static success alert
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No Bulk actions
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Surface it as first-level nav item
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Inline editable cells
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1-page wizard, pre-filled by role
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Toast + undo + GA event fire
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Bulk actions + Quick actions
