UIAGENT
AI-driven SaaS platform used by auditors and accountants in the B2B space. Due to confidentiality, I can only share limited details about this work. Please reach out with any questions.
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Product Design, Design Engineering, Customer Success
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Design system foundations, front-end implementation, feature specifications, workflow optimization, presentation design, onboarding learning academy, AI-generated animations
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Figma, Figa Make, Claude Code, Cursor, Codex
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Product Design.
Led end-to-end UX for core areas of the product, including login and sign-up flows, account settings, and additional feature pages.
Defined page layouts and overall layout structure so new features could slot into a consistent, scalable system.
Simplified complex auditor and accountant workflows to streamline how work moves through the product, organize information clearly, and align everything with the design system.
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Design Engineering.
Partnered with back-end engineers to shape how features were implemented, including permissions such as who can do what and admin-only actions.
Used tools like Codex, Cursor, and Claude code to translate dynamic Figma frames into a fully implemented static front-end application for new pages and features.
Refined components and interaction patterns as they were built, balancing UX quality with performance and technical constraints.
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Customer Success.
Joined and led calls with 20+ clients to understand their workflows, gather feedback, and identify where the product felt confusing or blocked adoption.
Translated client feedback into concrete product and UX changes that better matched real audit and accounting processes.
Developed onboarding courses end-to-end—from scripting through video editing—including a CPE-accredited course that reduced churn risk and improved client satisfaction and product understanding.
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Focus areas.
Making first-time use (login, sign-up, and initial setup) feel clear and low-friction for busy auditors and accountants.
Structuring complex review and analysis workflows so users always know what to do next and where they are in the process.
Supporting ongoing confidence in the product with clear states, permissions, and in-product education rather than relying only on external documentation.
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Scope of work.
Owned UX and UI for multiple product surfaces, from entry points like authentication and settings to deeper feature pages and supporting flows.
Balanced new feature delivery with iterative improvements based on what clients, founders, and engineers were seeing in production.
Collaborated with founders, PMs, engineers, and client-facing teams to align design decisions with business goals, technical realities, and compliance needs.
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Process and impact.
Combined insights from client calls, in-product behavior, and internal feedback to identify friction in critical workflows and prioritize design changes.
Designed and shipped improvements to flows, layouts, and permissions that reduced confusion, increased completion of critical tasks, and supported higher adoption of key features by approximately X%.
Created CPE-accredited onboarding content that reduced churn risk by about Y% and increased client satisfaction, confidence, and understanding of how to use the product effectively by about Z%.