Case Study
Case Study
SaaS Application
CSV Upload
CSV Upload
CSV Upload
Principal Designer
Principal Designer
Principal Designer
Research
Research
Research
UX/UI Design
UX/UI Design
UX/UI Design
Overview
Uploading customer CSV data was previously a manual, error-prone process that caused delays and inconsistencies. This project introduced a self-serve CSV upload portal that guided users through intelligent column mapping, real-time validation, and error resolution—streamlining data ingestion and improving customer experience.
Uploading customer CSV data was previously a manual, error-prone process that caused delays and inconsistencies. This project introduced a self-serve CSV upload portal that guided users through intelligent column mapping, real-time validation, and error resolution—streamlining data ingestion and improving customer experience.
Uploading customer CSV data was previously a manual, error-prone process that caused delays and inconsistencies. This project introduced a self-serve CSV upload portal that guided users through intelligent column mapping, real-time validation, and error resolution—streamlining data ingestion and improving customer experience.
<10m
<10 minutes time to injest data
90%
Error rate reduction
80%
Customer onboarding adoption
Process
1 Month
1
Research
Analyzed customer CSVs to uncover common formatting errors, mapping confusion, and time bottlenecks in the current data import process.
1
Research
Analyzed customer CSVs to uncover common formatting errors, mapping confusion, and time bottlenecks in the current data import process.
1
Research
Analyzed customer CSVs to uncover common formatting errors, mapping confusion, and time bottlenecks in the current data import process.
2
Ideation
Created flow maps and early sketches to define the ideal user journey—prioritizing predictive mapping, inline guidance, and smart validation as core features.
2
Ideation
Created flow maps and early sketches to define the ideal user journey—prioritizing predictive mapping, inline guidance, and smart validation as core features.
2
Ideation
Created flow maps and early sketches to define the ideal user journey—prioritizing predictive mapping, inline guidance, and smart validation as core features.
3
Design
Built high-fidelity prototypes featuring real-time feedback, editable mappings, and dropdown-based resolution tools. The interface ensured clarity and confidence for users at every step.
3
Design
Built high-fidelity prototypes featuring real-time feedback, editable mappings, and dropdown-based resolution tools. The interface ensured clarity and confidence for users at every step.
3
Design
Built high-fidelity prototypes featuring real-time feedback, editable mappings, and dropdown-based resolution tools. The interface ensured clarity and confidence for users at every step.
4
Test
Deployed the final portal and integrated it with backend systems. Launched with success metrics tied to adoption, support reduction, and time saved—all of which exceeded expectations.
4
Test
Deployed the final portal and integrated it with backend systems. Launched with success metrics tied to adoption, support reduction, and time saved—all of which exceeded expectations.
4
Test
Deployed the final portal and integrated it with backend systems. Launched with success metrics tied to adoption, support reduction, and time saved—all of which exceeded expectations.
Challenges
The biggest challenge was standardizing data input across a wide range of customer file formats while keeping the experience intuitive and low-friction. Many users had little technical knowledge, so the system needed to provide smart defaults, predictive mapping, and real-time feedback without overwhelming them. Balancing flexibility with validation was key to ensuring both accuracy and ease of use.
The biggest challenge was standardizing data input across a wide range of customer file formats while keeping the experience intuitive and low-friction. Many users had little technical knowledge, so the system needed to provide smart defaults, predictive mapping, and real-time feedback without overwhelming them. Balancing flexibility with validation was key to ensuring both accuracy and ease of use.
The biggest challenge was standardizing data input across a wide range of customer file formats while keeping the experience intuitive and low-friction. Many users had little technical knowledge, so the system needed to provide smart defaults, predictive mapping, and real-time feedback without overwhelming them. Balancing flexibility with validation was key to ensuring both accuracy and ease of use.
