Compliance Portal – Streamlining Task Execution
Redesigned a cross-platform compliance portal to enhance task prioritization and navigation. Focused on aligning the interface with real-world workflows, resulting in improved efficiency and user satisfaction.
3 weeks
Design lead
UI/UX designer
1 Product owner
2 Developers
1 Operation director
2 Senior management
Challenge
The existing compliance portal obscured critical actions, leading to inefficient workflows and diminished user trust. Key features were hidden, and the homepage lacked the immediacy needed to support daily operations, causing frustration and time loss among users.
Results
Following the redesign, the portal has driven measurable improvements in efficiency, clarity, and adoption among our consultants. By restructuring the interface around real daily workflows and reducing unnecessary navigation, we saw the following resutls.
35%
Decreased time to complete key tasks
30%
Reduced support requests
60%
Increase mobile usage
Process
Research & Prototyping: Conducted stakeholder interviews and gathered feedback from 20 consultants to identify pain points, including hard-to-find tasks, excessive navigation, and a cluttered interface. Developed a high-fidelity prototype focused on surfacing key actions and reducing cognitive load, which was validated through moderated usability testing.
User Testing: User testing surfaced clear patterns around task priority, navigation friction, and layout expectations. It confirmed that consultants prioritize compliance tasks and need them visible upfront to avoid missed deadlines. Sales tasks were seen as distracting when shown too early, while tools like the Newsletter and Marketing Kit were valuable but too hidden. Users also preferred a homepage layout that reflected their real workflows - not just navigation logic - leading to design changes focused on clarity, hierarchy, and reduced friction.
Solution: We redesigned for clarity, speed, and trust - across tablet and mobile. The final design brings back a simplified, familiar layout to improve clarity and task visibility. Key details like due dates and statuses are now surfaced upfront, reducing clicks and cognitive load. On mobile, Users were not engaging with the mobile app due to cognitive overload, visual noise, and lack of spatial orientation. Tasks and statuses were buried under overly dense information architecture, making it unclear where users were, what actions were expected, or which tasks were urgent.
Impact
+87% Satisfaction | -45% Clicks | +60% Mobile Use.
Following the redesign, the portal has driven measurable improvements in efficiency, clarity, and adoption among our LCCs (Local Childcare Consultants). By restructuring the interface around real daily workflows and reducing unnecessary navigation, we saw:
🔻 35% decrease in average time to complete key compliance tasks
🔻 45% fewer clicks required to access scheduled and overdue tasks
🔺 60% increase in mobile usage, especially for quick task checks on the go
🔺 30% reduction in support requests related to navigation or confusion
🔺 Higher consultant satisfaction, with 87% reporting the new system feels more intuitive and aligned with how they work
Strategic Emotional Framework
Powered by Julieta 2.0
While the primary goal was to simplify the interface and improve workflow efficiency, with my Julieta 2.0 framework we dig into a deeper, often unspoken tension: Consultants didn’t just want clearer screens - they wanted to feel seen, trusted, and respected.
To address this, I introduced a Role & Growth Narrative Layer - a subtle but strategic design approach that:
Visually affirmed consultants’ evolving roles
Reinforced a sense of mastery and control through layout hierarchy and tone shifts
Used feedback and microinteractions to mirror professional momentum
It helped transform the experience from a compliance checklist into a space of recognition and clarity - directly supporting the company’s goal of improving consultant satisfaction.
Learnings
Designing for trust requires system thinking. This project deepened my understanding that trust in enterprise systems isn’t built through visuals alone - it's constructed through workflow alignment, predictability, and reduction of ambiguity. Every decision, from navigation to copy, plays a role in how safe and in control users feel.
Task visibility is not just a UI problem, it's cognitive infrastructure. I learned that what’s “visible” isn’t always what’s seen. The hierarchy of tasks must reflect not only operational priorities but also how users mentally model their day. Aligning visual prominence with mental load became a key principle in reshaping the interface.