Portal Revamp
At Vcheck, I led the redesign of our customer portal, transforming it from a fragmented, email-driven system into a streamlined, self-serve experience. The new portal made it easier for clients to create orders, track projects, and access reports, helping them work more efficiently and with greater confidence.
Challenge
The original portal was fragmented and difficult to use. Clients often relied on email for new orders, struggled with unclear navigation, and found it hard to locate past reports or track project status. This led to inefficiencies, confusion, and an over dependence on manual support.
Opportunity
This was a chance to reimagine the portal as a true product experience. By streamlining the order flow, restructuring navigation, and creating a consistent design system, we could shift clients toward self-service and make the portal the trusted hub for all their risk intelligence needs.
Research
We conducted interviews with clients, investigators, and sales teams to uncover pain points, then mapped user journeys to visualize friction. Portal analytics and behavioral data from tools like Amplitude revealed high abandonment rates, long completion times, and heavy reliance on email.
View the detailed presentation.
72% of new orders were still initiated via email instead of the portal.
Clients spent an average of 5–7 minutes locating a single report.
Bounce rates from the portal homepage were at 38%.
Inconsistent design and outdated visuals led to confusion and poor adoption.
Our goal was to turn the portal from scattered tools into one seamless workspace.
Approach
We approached the revamp by focusing on simplifying workflows, creating consistency, and building a scalable foundation for future growth.
Streamlined workflows to make order creation and report access intuitive.
Unified the experience with a consistent design language.
Established a scalable foundation to support future features and growth.
Improved information architecture for clearer, more predictable navigation.
We brought these methods to life through close collaboration with product, engineering, and stakeholders. This process ensured the redesigned portal was intuitive for users and adaptable for future growth.
Final Design
The redesigned portal delivered a modern, client-first experience with a clear dashboard, guided order flows, and a unified report library. Improved navigation, responsive layouts, and a refreshed visual design made the portal easier to use, more trustworthy, and better equipped to support future growth.
The dashboard was redesigned into a clear, action-focused workspace. Key information like active projects, monitoring alerts, and recent reports is now surfaced upfront, helping clients quickly see priorities and act with confidence.
The project listing was redesigned to remove clutter, strengthen hierarchy, and bring consistency across views. This made it easier for clients to scan details, track progress, and take action, resulting in greater efficiency and a more reliable experience.
Navigation & Filtering
Users can toggle between sections, this makes it easier to focus only on what’s relevant, without getting lost in legal details.
Plain-Language Support
Legal or compliance-heavy language is paired with short descriptions and tooltips to help clients unfamiliar with legal terms.
Search Audit Trail
Displays how many databases and jurisdictions were searched. Gives clients visibility into the depth of work done behind each section.
Proof of Work
A visual breakdown of all searches and findings, showing exactly where and how information was gathered, reinforcing trust and effort.
Continued Flow
At the end of the report, users can smoothly continue to the next subject within the same project. This keeps large multi-subject reviews efficient and uninterrupted.
Results
67% spent less than half the time reviewing compared to the old PDF.
Investigators reported a 38% drop in follow-up clarification emails.
Stakeholders said clients could spot High Risk Findings much faster.
What I Learned
Clarity is a product feature. Simplicity in structure made dense reports easier to act on.good system is invisible—it empowers creativity without getting in the way.
Context empowers users. Filters, summaries, and plain language gave users control.
Collaboration sharpens outcomes. Early alignment kept the design grounded and efficient.
Next Project
Created a robust, tokenized design system powering multiple teams at Vcheck. 60+ components. 200+ variants. Zero guesswork.
Let’s build something meaningful!
Currently open for freelance and part-time projects.