Designing a partner portal that unites workflows, collaboration, and visibility.

Context

I led the design of a 3-year product vision for a B2B Partner Portal to simplify workflows across diverse teams and industries.

The client, a Fortune 500 cloud-based software provider, managed an expanding partner network (“Alliances”) where businesses sold licenses and services—but each partnership was handled in a bespoke, unscalable way.

Business Strategist
Lead Designer
User Research

Close collaboration with Customer Project Owner, dev team, stakeholders + end users

Team

Create prototypes, journeys, and narratives to shape the product roadmap for a scalable partner portal that:

  • Supports diverse partner types and workflows

  • Enables seamless collaboration on opportunities 
across teams

  • Keeps workflows in-system for visibility and consistency

Goals

  • Secured a multi-year, +5M contract with the customer.

  • Aligned leadership on a 3-year vision, unlocking investment in core platform capabilities.

  • Transformed ambiguous opportunities into clear design principles and MVP hypotheses.

  • Highest CSAT customer rating.

Results

As the work evolved, so did I, flexing across 3 core competencies.

Design
Led the creation of a cohesive design vision and user experience, ensuring consistency across all touchpoints.

User Research
Conducted interviews, uncovered insights, and co-developed recommendations to inform design decisions.

Business Strategy
Contributed to strategy by aligning design with business goals, managing stakeholders, and advocating for impact-driven solutions.

Design Process

Snippets from

Designed interview guides that follow feelings.
Conducted user interviews using frameworks that balanced conversational flow with structured guidance.

I drove early alignment by facilitating ideation sessions and translating whiteboards into wireframes, speeding up team decisions.

Facilitated collaboration and feedback.
I designed and led collaborative workshops with stakeholders and dev teams to test design viability, spark co-creation, and align around user-centered solutions.

The solution was a guided Partner portal experience that delivered on three core principles:

  • A clear experience that engages users as partners.

  • A way for users to look ahead in strategic partnership.

  • Streamlined actions that help get work done

Get in touch.

Email me for the full case study, or to swap photos of our dogs!

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