Enterprise · B2B SaaS · 2023
HumanManager
The brief asked for five screens. I audited the product and argued for a system instead.
View the websiteRole
Product Design · Research
Year
2023
Outcome
+23 enterprise clients (90 days)
Read
11 min read
HumanManager’s payroll, leave, expenses, recruiting and onboarding modules worked, but enterprise buyers were losing confidence before demos reached the product’s value. The visible problem looked like five dated screens; the audit showed a fragmented system with no shared interaction or deployment model.
As Lead UX Designer, I challenged the screen-redesign brief and won support to rebuild the foundation instead. I led the research, system strategy and cross-platform design, creating one product system that could serve enterprise, small-business and employee configurations without becoming three disconnected products.
My role and mandate
Lead UX Designer, responsible for the full redesign. I ran the research and the product audit, argued the strategy change with the VP of Product, then owned interaction design, the design system, the white-label theming architecture, the new small-business product, and the iOS and Android apps.
Team
1 lead designer, 3 engineers, 1 PM
Timeline
8 months
Tools
Figma, Maze, Hotjar, Jira
02
Diagnosing a product that already worked
This is an unusual starting point. Normally you research to find out what is missing. Here nothing was missing, and the company was still losing.
So the research had to answer a narrower question: if the features are fine and the deals still die, what exactly is the buyer reacting to?
Diagnosing a product that already worked
An unusual research brief. Nothing was missing and the company was still losing deals, so the methods target one question: if the features are fine, what is the buyer reacting to?
Tap to inspect the full-resolution artifact
03
Every module had been designed as if it were the only one
I walked the shipped platform module by module and recorded how each one handled the things a user actually recognises: buttons, navigation, forms, tables, empty states.
Every module had its own version of everything. Navigation patterns changed between modules. Empty states were missing in places. White-label theming was not possible anywhere. Mobile did not exist at all.
One control, five drawings
The component audit. The same control drawn five different ways across five modules — each one designed as if it were the only module in the product, all five visible in a single demo.
Tap to inspect the full-resolution artifact
This audit is the document I took into the room. Research that changes a brief has to be evidence, not opinion.
04
Three users who wanted the product to be three different sizes
Fifty interviews across HR managers, employees and small business owners. I kept the segments apart deliberately, because their definition of "too complicated" turned out to be completely different and averaging them would have produced a product for nobody.
The real pain was not missing features. It was inconsistent workflows destroying confidence. HR teams were spending two hours or more training new staff, and most of that time went on teaching people that each module works differently.
Small business owners — wanted less product, not more
A lightweight, affordable way to run payroll and manage people, and nothing beyond it. The detail that reframed the tier for me was that they were not forgetting to pay staff out of carelessness — they were missing payments because of cash flow. That is an automation and scheduling problem, not a reminder problem. Most of them also expected to do it from a phone.
Enterprise clients — wanted the product to look like theirs
Customisation to meet industry-specific requirements, frustration at how slowly new features arrived, and a blunt request for an interface that cut training time. The branding point was not vanity: a platform that looks like an internal tool gets adopted internally.
Employees — wanted a phone, not a portal
Mobile-first access to payroll, leave and HR information, on their own time. They are the largest user group by headcount and the one with the least tolerance for training, which is why they eventually got their own app rather than a responsive view of an admin product.
The three profiles the fifty interviews produced
An enterprise HR director, a small-business owner, and an employee who needs three taps and no training. Kept apart rather than averaged, because their definitions of “too complicated” were not variations on one another — they were opposites.
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Three segments, three different answers to "how big should this product be." That is what made one design system with three configurations the only affordable answer.
05
From findings to user stories
I wrote the research up as user stories rather than as a feature list, because a story keeps the reason attached to the request and survives the inevitable argument about scope. These three did most of the work in aligning what users needed with what the business was trying to sell.
- As an HR manager, I want a customisable platform tailored to my company’s branding, so it feels like an internal tool.
- As a staff member, I want a mobile app to access my payroll and leave details anytime.
- As a small business owner, I want to automate payroll and expenses, so I don’t miss payments.
Read together they describe three products. Read carefully they describe one system, configured three ways — which is the reading that made the engineering affordable.
06
Evaluating the legacy screens
Before designing anything I audited what was already there. The legacy interfaces worked — payroll ran, leave was approved, people got paid — but they were drawn in a design language that had stopped matching what buyers expected, and four specific problems came out of the audit.
Cluttered layouts
Critical information was buried under layers of menus and submenus, which made navigation cumbersome. This is the finding that later became the flattened information architecture rather than a visual refresh.
Inconsistent design
With no unified design system, the experience came apart across modules. A buyer moving from payroll to leave inside one demo saw two different products.
Steep learning curve
Users needed extensive training to complete basic tasks. The two hours HR teams reported was not spent teaching the domain; it was spent teaching that each module behaves differently.
Limited accessibility
The design did not account for diverse user needs, including mobile access and usability standards — which excluded the largest user group in the system, the employees.
The inherited product, as a buyer met it
Real screens from the platform I was handed: framed browser chrome, form layouts from a different era, and five modules that share a logo and almost nothing else. This is the artefact that made the argument for me — nobody needed convincing that it looked like 2014 once these were on one slide.
Tap to inspect the full-resolution artifact
The conclusion I took from this audit is the one that got me into an argument: none of these four problems is fixable by redesigning five screens.
“The client expected new screens. The real blocker was inconsistent components. I had to convince them that building a design system first was not a delay, it was the shortcut.”
08
Refusing the brief, in the room, to the VP of Product
The brief was the top five screens. I took four routes to the VP of Product and argued against the one he had asked for.
Redesigning five screens fixes the demo and worsens the product: five modern modules standing beside five legacy ones make the inconsistency louder, not quieter. A cosmetic refresh across everything paints over five different structures and leaves five different structures underneath. Rebuilding module by module ships value continuously and — as it turned out — was also wrong. The fourth route was the design system first.
What carried it was not the argument. It was reframing the cost: three weeks of no visible output, against an eight-month rollout where every module shipped after week three inherits consistency for free. I put it as a delivery-schedule question rather than a design-quality one, because that was the question he was actually accountable for.
I got the three weeks. What I did not get was the judgement to use them straight away, which is the next section.
09
A decision that cost something
I shipped one module and made the problem worse
- My position
- Having won the design-system argument, I still opened with a sequential rollout: modernise payroll, then leave, then expenses. Ship value continuously, de-risk the rollout. It is the responsible-sounding answer, and it is the one I would have defended in a portfolio review.
- What actually happened
- I shipped the payroll redesign and the inconsistency got measurably worse. Payroll looked modern and everything around it looked abandoned. Sequential improvement was actively increasing the incoherence it was meant to fix — the exact failure mode I had just argued against, reintroduced by me at a smaller scale.
- What I did about it
- I stopped the rollout and told the VP I had been wrong about sequencing after winning the argument about strategy, which is not a comfortable sentence. Three weeks building the design system properly: tokens, components, patterns, documented and handed off. Then we reskinned the entire product in one sprint using it.
- What I hold now
- Abandoning work you have already delivered is politically expensive, and stopping was still the right call. What I would not repeat is needing to ship the wrong thing to see it — I had the argument in my own deck four weeks earlier and did not apply it to my own plan.
Three weeks of visible nothing, then everything at once. Consistent from day one of the full rollout, and every feature shipped since inherits it for free.
10
One system, three deployment configurations
I wrote user stories per segment and used them to drive a three-tier architecture, then made a decision that saved months of engineering time: these are not three products.
Enterprise tier
The full platform with a white-label theming engine. Every client instance looks like their own product: their logo, their colours, their domain.
Small business tier
A lightweight standalone product with payroll, leave and expense management only. Onboarding takes under five minutes. Stripped down, not dumbed down.
Mobile tier
Native iOS and Android apps for employees. Check pay, request leave, submit an expense. Three taps for any action, no training.
One design system with three configurations, rather than three codebases. That distinction is the only reason a team of one designer and three engineers could serve three audiences at once.
11
What the system landed as
The rebuild did not add features. It made the product legible.
What follows is one walk through the shipped platform: the payroll home an admin lands on, the administration surface behind it, the rules wizard where setup is won or lost, access-right management, the self-serve path a small business takes instead, and the employee apps. One set of tokens and components behind all of it — which is why they read as one product rather than as six.
After — the admin path starts here
After, and the start of the admin path. The payroll home leads with pay summary and payment trends, then puts the five primary actions in one row beneath, so “where do I start” is answered on screen rather than in the sidebar.
Then administration, grouped not listed
Step two: administration, reached from the sidebar. Settings are grouped into General, HR Setup and Reports rather than listed flat, so an admin scans one category instead of reading twenty tiles.
Then payroll rules, mid-wizard
Step three: payroll rules, shown mid-wizard at 3 of 8. The step is named and the concept explained inline — a paygroup is a group of employees earning the same allowances — because this is the screen where a new admin abandons setup.
The permissions layer behind the tiers
The permissions layer behind the three tiers. Table-first with search, filter and per-row actions, because this is a list an admin returns to rather than reads once.
The small-business path instead
The small-business path instead: self-serve onboarding. Company size and modules of interest are the two answers that configure everything else, which is why they get the space.
The employee path — sign in
The employee path. Sign in, then a side menu that stops at profile, security and help — the mobile app deliberately does not mirror the enterprise navigation.
Employee home — three taps to anything
Employee home: My Records, then My Transactions — leave, staff enquiry, staff update. Three taps to any action and no training, because an employee opens this once a month.
Impact
What I measured
my work, my instrumentation
2 hrs+
Training time per new HR user on the inherited product, measured in discovery — the baseline the design system was built to remove. Teams reported it falling sharply after launch; I do not have the post-launch figure, so this stands as a baseline rather than a delta
How: Fifty interviews across HR managers, employees and small business owners
What the business reported
company outcomes my work contributed to
$15M
Annual revenue, after white-labelling opened enterprise deals and the light tier opened the small-business market
10,000
Small businesses onboarded in year one of the new lightweight tier
2.5×
Increase in enterprise clients, attributed by sales to white-label flexibility
+23
Enterprise clients signed within 90 days of launch
4.5★
App store rating for the new iOS and Android apps, which put HR tasks in employees’ hands for the first time
13
Reflection
When stakeholders ask for screens, they usually mean confidence. The design system gave product, engineering and sales a shared language, which turned "make it look better" into something measurable and repeatable.
The outcomes split cleanly along the line the research drew. Commercially, white-labelling opened enterprise deals and the lightweight tier opened a market the product had never been able to serve. For users, the win was quieter and I care about it more: HR teams reported training time falling sharply, because the two hours had been spent teaching people that each module worked differently, and that was the thing the system removed. Employees got HR on a phone for the first time. Small business owners stopped missing payroll runs, which was never a discipline problem — it was a cash-flow timing problem that automation could actually solve.
The decision I would defend hardest is stopping the module-by-module rollout after shipping payroll. Abandoning work you have already delivered is politically expensive, and it was the right call: the sequential approach was actively increasing the inconsistency it was meant to fix.
What I would do differently: build the theming engine into the design system from week one instead of retrofitting it. White-label architecture turned out to be the feature that closed enterprise deals, and having it earlier would have accelerated every sales conversation we had that year.
Result
+23
enterprise clients signed within 90 days of launch.
One design system, deployed three ways: full enterprise platform with white-label theming, a lightweight small-business tier, and native mobile apps for employees.
Worked with me
“Joseph remains a great asset to any team. He is dedicated, result-oriented and a goal-getter. Multidimensional too: a pro digital strategist, UI/UX guru and overall tech enthusiast. Collaborating with Joseph was easy on several projects. He is undoubtedly one of the best hires any business can have.”