Transforming a B2B SaaS portal into a polished, user-friendly platform
Partnerite, an early stage B2B startup, developed a co-selling and CPQ (Configure, Price, Quote) platform for business partners to manage customers, quotes, and product data.
Their early users struggled to navigate the portal. Key actions like generating quotes or viewing product info were difficult or impossible to find, leading to dead ends. The CEO recognized the need for a user experience redesign that not only fixes usability issues but also reflects a modern, professional brand image.
Role: UX/UI Designer, UX Strategist (BDE Studio)
Team: Solo project in collaboration with the Partnerite CEO and founding team
Timeline: 3 months
Scope: End-to-end portal redesign covering navigation, quote generation, product management, and visual design system
Impact
Users couldn’t find key features like quote generation or product information.
Buttons and menus were placed inconsistently, leading to “dead ends.”
The interface lacked a sleek and modern look and feel, limiting the product’s appeal to potential enterprise customers.
The portal was built without UX input, resulting in visual clutter and poor information hierarchy.
How might we streamline PartneRite's existing product so business partners can complete tasks quickly and confidently,?
I began by reviewing feedback from Partnerite’s first few customers and mapping out the original user flows for core actions like:
Generating and exporting quotes
Adding or managing partners
Viewing and filtering product data
Key Insights:
Navigation lacked a clear visual hierarchy.
Core actions were buried in dropdowns or side menus.
Button labels didn’t align with user terminology (e.g., “Execute” instead of “Generate Quote”).
Users didn’t feel confident completing tasks—too many places to click, too little feedback.
Clarity
to make critical actions easy to locate and understand.
Consistency
to unify layout, color, and interaction patterns.
Efficiency
to reduce clicks and visual noise to streamline workflows.
Credibility
to give the product a sleek, modern look that feels enterprise-ready.
Before
Core features were buried and unfindable. For example, customers would have to export their quote before fully creating the quote, so they were missing the feature.
After
Key actions like quote creation are moved out of the "Create quote" flow and into the quote summary page (see below). Navigation is streamlined and a "Save draft" feature is identified and added for efficiency.
Before
The space on the page needed to be used more accurately and efficiently. The overall look and feel needed an upgrade.
After
Quote export is added to the quote summary page along with an Edit function. Other essential quote features (Terms and Conditions and Attachments) were identified and included on this page. A new, cohesive visual system brings a modern, professional polish aligned with Partnerite’s brand.
