B2B · SaaS · User insights · Market research
Methodify is an automated market research platform that helps companies gain insights directly from consumers in as little as 24 hours, so teams can make informed decisions quickly.
Lead UI Designer, UX Designer (and design-dog meetup coordinator)
Users were frustrated that they couldn't quickly identify which survey error was preventing them from moving forward and ultimately launching their project.
4 weeks
User research, user-centred design, collaboration, iteration & implementation support.
Process highlights
Product managers and the product architect presented features to the design team. Preliminary info and high-level goals lived in the design brief.
Internal user interviews identified existing and potential issues, allowing us to build efficient designs centred on real user needs.
Continuous collaboration kept goals aligned and expectations managed across product, engineering and design.
Mapping the launch flow exposed exactly where users stalled, so we could remove blockers instead of bandaging symptoms.
At Methodify, I worked closely with the VP of Product, developers, and a solutions architect to reimagine a critical part of the platform: the project setup page. This page is the final step users must complete in order to launch a research project, but it had become a significant point of friction in the workflow.
To ground the work, I conducted user research to understand existing workflows and pain points, along with competitive analysis to identify patterns and gaps in similar tools. From there, I mapped out end-to-end user flows to clarify how users were actually interacting with the system versus how it was intended to work. These flows were regularly reviewed with the team, iterated on, and aligned with stakeholders before moving into design.
Users were struggling to complete their projects because the page surfaced too much complexity too early. While configuring long, detailed survey projects, they were immediately confronted with multiple error states before they even had a chance to begin. In addition, there was no clear understanding of what needed to be fixed, the current project status, who last worked on it, or how much the project would cost—especially challenging in a collaborative environment where multiple stakeholders had access to the same project.
Before / After
Drag to compare the original project setup with the redesigned launch flow.
Once the flows were approved, I created mid-fidelity designs, iterated with the team, and then moved into user-tested prototypes to validate solutions before development. This cycle of research, design, and validation ensured we were solving the right problems. Throughout the entire project, I was also building and contributing to a design system called Sweet Potato, which helped standardize components and improve consistency across the product.
The result was a significantly clearer and more intuitive workflow that reduced cognitive load and removed unnecessary bottlenecks. By simplifying a complex, high-stakes page, we enabled users to launch projects more efficiently and ensured the interface supported completion rather than blocking it.
Outcome
A reconfigured project setup flow that lets teams ship surveys and gather consumer insights in under 24 hours, with launch failures that are now self-explanatory.
Recommendations
"Amanda's unwavering work ethic was consistently impressive, meeting project deadlines with high-quality results under tight time constraints. Her collaborative mindset and expertise played a pivotal role in upskilling team members and overall proficiency."