SmartIntellect
Overview
Problem
The product launched its MVP, but people weren’t willing to pay for it
SmartIntellect was built to help merchants drive sales and conversions more efficiently. It launched its MVP and passed basic market validation. But even though most merchants saw its value, very few were actually willing to pay for it.
Business goal
Increase merchant paid conversion
The business goal is to transition the product from MVP to pre-release, attract more merchant sign-ups, and increase conversions to paid users.
Where design should focus
Product Usability, Feature Completeness and Visual Clarity
In the key factors merchants consider when subscribing to the CDP product, I found that Product Usability, Feature Completeness, and Visual Clarity are the primary design leverage points.
In research, most merchants felt the product was difficult to use, missing essential features, and visually inconsistent, leading to high learning costs and low operational efficiency.
Key factors merchants consider when subscribing to the CDP product
What I did
Streamlined workflows, added new features, and rebuilt the design system
After identifying these needs, I conducted competitive analysis and mapped design strategies. I streamlined workflows and prompts to lower the learning curve, introduced new features like dashboard to expand product value, and rebuilt an new design system with design guidelines and reusable components.
Impact
Redesigned Version Boosted Merchant Paid Conversions by 40%
Merchant satisfaction reached 80% for usability and 79% for completeness, while tasks such as creating segments and comparing data were completed in nearly half the time.
7 of 9 trial participants showed strong interest, and 80% of potential merchants expressed willingness to pay — up from only 3 before.
12%
Feature Satisfaction
(Design Value)
48%
Task Completion Time
(Design Value)
40%
Paid Conversion Rate
(Business Impact)
Archetype Mapping
To better understand the tasks, needs, and pain points users face when using our product, I identified the core target users and, based on real scenarios, broke down their key tasks and pain points.
Business Operator
Care about fast, smooth execution with clear steps
Click the image to view it
Data Analyst
Care about clarity, customization, and real-time accuracy
Click the image to view it
By analyzing the tasks and needs of these two key roles across different scenarios and integrating previous research findings, I identified two key scenarios: Customer Management and View Analytics Reports.
Scenario Analysis I
In Customer Management scenario
Users require smooth, efficient flows and clear feedback
In the Customer Management scenario, the business operator is the primary user. They focus on connecting customer data to SmartIntellect, as well as viewing, managing, and editing that data.
This process allowed me to uncover potential optimization opportunities and define corresponding solution.
Problem I
The current segmentation workflow is too time-consuming for operators
Although the current process allows them to fulfill the requirement of creating new customer segments, it is widely regarded as overly cumbersome. Operators often need to repeatedly make selections, leading to a prolonged process.
Current segmentation workflow
The current rule layout creates high cognitive load and slows down review for operators
All rules appear in a flat, creation-order list, regardless of type. When editing a segment, operators have to review each previously created segmentation rule to check for updates or missing logic. The older a rule is, the harder it becomes to locate and understand, increasing cognitive load and slowing down their workflow.
Current page display
As a result, users struggle to quickly locate, compare, or edit specific rules. The lack of visual hierarchy and grouping not only impacts readability, but also increases the time needed to complete segmentation tasks.
Solution I
Simplified segmentation flow for better clarity and usability
I redesigned the segmentation workflow to reduce friction and improve clarity—removing the rule selection step, introducing a vertical layout with grouped conditions, and applying conditional displays to streamline the interface. The result: a simpler, more readable process that helps operators complete tasks faster.
/ 01
Fewer steps help operators complete tasks faster
Eliminate the Segment Rule selection box, and utilize a vertical flow layout to display rules directly on the page, enhancing operational efficiency, Operators can click “Add this sort” to configure rules.
/ 02
Logical grouping to improve readability for operators
Rules within the same category will be connected using 'and,' with a nested card design to ensure readability.
/ 03
Use progressive disclosure to reduce friction in event setup
Show ‘Add property’ only when the selected event supports properties and has available slots—which reduces unnecessary actions.
Disable the “Add” button and show a tooltip on hover if the selected event supports properties but has already reached the 10-property limit.
Scenario Analysis II
In View Analytics Reports scenario
Users require flexibility, clarity, and efficient cross-view analysis
In the View Analytics Reports scenario, the data analyst takes the lead. They are responsible for creating various reports based on business needs and extracting key data from these reports to support business decisions.
This process allowed me to uncover potential optimization opportunities and define corresponding solution.
Problem II
No centralized workspace for data analysts to compare reports
Although data analysts can conduct analysis using the current system, data is scattered across multiple reports and real-time feedback is lacking—making the process inefficient and delaying decision-making.
“
Every time I want to compare charts, I have to click back and forth across multiple pages.
Solution II
Designing a dashboard MVP for data analysts to address their most pressing pain points
Based on user needs and competitive insights, I led the design of the Dashboard MVP to help data analysts organize and analyze key charts more clearly and flexibly.
Under tight timelines and limited resources, I made strategic design trade-offs—removing complexity and prioritizing the most critical pain points. The result was a scalable and efficient workspace that addressed user needs while laying a foundation for future system growth.
Other Highlights
Using color-coded steps to simplify funnel analysis and reduce cognitive load for data analysts
By displaying multi-channel funnels separately and color-coding each step, I aim to reduce visual complexity, enhance readability, and lighten data analysts’ cognitive burden.
Enhanced report tables to improve efficiency for data analysts
I optimized report tables by allowing users to adjust the number of entries per page, sort fields in ascending or descending order. This redesign streamlined data exploration, reduced operational friction.
Design System
Designed 23 core UI components for the product
I led the creation of the product’s initial design component library, modularizing common UI elements and interaction patterns. The final output included 23 core UI components along with corresponding usage guidelines.
