
CoApp
Lead UX/UI Designer & Product Owner
SaaS Platform

Summary
CoApp is an advanced cloud-based SaaS platform designed for B2B use. It integrates seamlessly with optical practice management systems, allowing optical chains to establish custom rules that minimize errors and enhance sales associate performance.
I led and executed CoApp’s user interface (UI) and user experience (UX) design. This included an overhaul of the entire application, taking the product from concept to customer-ready.
Challenges
- Clearly differentiate CoApp’s rules from those of the existing optical practice management system
- Redesign the navigation to streamline user management across custom roles and groups, ensuring clarity in context
- Improve workflow efficiency across thousands of screens
- Address complex use cases for enterprise customers with unique needs
- Proactively prevent user error within a highly technical, data-driven product
My Role
- Qualitative and Quantitative User Research
- Information Architecture and UX Writing
- Design System and React Component Library Creation and Maintenance
- Interactive Prototypes and User Flows
- Production-Ready Design Handoff


Leadership and Strategic Process
As the product design lead at CoApp, my process encompassed everything from conducting in-depth user research and inventing new solutions for all core areas of the application, to crafting intuitive user flows and developing comprehensive design systems. I collaborated closely with a cross-functional team while taking full ownership of the product's functionality and design.
Outcomes
- Users within the management portal can navigate a powerful platform with ease
- Simplified in-app onboarding, enabling IT administrators to easily configure SSO and SCIM integrations
- Frequent actions such as tag creation are available features, and streamlined
- Time to first value (TTFV) has been introduced through new onboarding system design, enabling customers to see results 8x faster
- Application is set up to scale at a rapid pace for 400% customer growth
Impactful Results
- Post-redesign, the design system for notifications resulted in over a 50% increase in user engagement and faster task completion times
- Standardizing with MUI X enhanced the design's professionalism
- Ongoing development of advanced data analytics, AI, and LLM (Large Language Models) solutions, with cutting-edge design strategies in progress
- First iteration of an agile rule builder design in development, incorporating comprehensive user research to drive seamless functionality and user experience improvements