Originally built for small teams, the platform struggled to support larger workforces, making user management difficult to scale. I set out to improve efficiency managing growing teams while also creating reusable platform patterns.
Alpha testing helped define the functionality needed to support a typical health and safety manager's workflow.
workers to database
through large user lists
user Information
permissions
procedure involvement
or delete users
Testing also revealed several recurring pain points.
No way to efficiently scan, filter, and sort through large user lists
Forms lacked guidance and allowed inconsistent data entry.
Platform-specific roles were difficult to understand.
I identified the areas that needed to be worked on:
The table was designed to surface the most critical information at a glance: name, role, and key identifiers, with robust sorting and filtering.
Pain Point:
solution:
Table view + intuitive sorting + relevant filters = easy navigation through long lists
When designing the Add User form, I defined field requirements and validation, clarified required and optional fields, and made every label intentional to reduce errors.
Pain Point:
solution:
Guidance along every step
I designed a user-friendly role matrix referenced throughout the experience that clearly explains all role permissions.
Pain Point:
solution:
Pre-defined roles clarified
...and cross-referenced
Auto-generated usernames
by combining first and last name for faster account creation
Defining field character length
to accommodate long names
Modern password requirements
for account security
Color-coded status indicators
for quick visual assessment
Removing avatar
no value for administrative tasks
Ability to edit or deactivate profile mid-procedure
for emergency/edge cases
Remove affordance to self-deactivate
common sense
dependencies:
Shaping the design system in parallel
Using a high-fidelity ProtoPie prototype, I tested the experience with target users.
prototyping:
"Immersive" testing experience
data synthesis:
Affinity mapping helped to see trends
Overall positive sentiment
Smoother workflow
for adding users
Time on task decreased by 35%
due to easier navigation
Table view
resonated with managers
Roles were easy to understand
and assign to workers
"Add Another" affordance proved valuable
to managers creating multiple accounts in a row
EHS manager:
“I think what I have seen is very simple in a good way - it takes you where you need it to. It's very easy.”
The testing also uncovered some unmet needs that I was able to accommodate.
Export functionality
New user status
for those who haven't accepted an invite yet
Adding a deactivation note
Additional role nuance
Distinguishing between a full-time employee and a contractor
Statuses pertaining to compliance training
Training and compliance tracking also emerged as a key user need, but the feature was deferred after the legal team identified liability concerns.
unmet user need:
Descoped improvement
Experience SUS score went from 65 to 88
Time on task for adding a user decreased by 35%
0 error recovery loops during testing
100% task completion rate
handoff example:
Location dropdown conditions: when it's expanded, collapsed, has or doesn't have a search bar, scroll behavior, empty state, error handling etc.
In a safety-critical product, language is part of the design. Every label, status, and field name was intentionally crafted, refined with Product and stakeholders, and accelerated through AI-assisted exploration.
This project reinforced the importance of involving legal and compliance partners early. While deferring the feature was the right decision, I would have acknowledged the need in the UI to set expectations and reinforce that user feedback had been heard.