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A 5-month end-to-end redesign of an enterprise HR platform that helps 800+ companies manage hiring, performance, and payroll from one dashboard.

委託客戶

PulseHR

專業技術 / 工具

Web Application

Challenge

The problem

PulseHR had been built module by module for five years. Deeply nested navigation, inconsistent data views, and an 11-step hiring workflow led to a 48% feature abandonment rate, with HR teams falling back on spreadsheets.

The goal was to unify the platform, reduce friction for HR managers, and modernize the design system ahead of a major enterprise sales push.

Key pain points

  • 68% of HR managers used external tools for core tasks

  • Each hiring action took 14 minutes on average

  • Onboarding new HR staff took 3 weeks

  • Customer churn rose from 8% to 19% in 18 months

The problem

PulseHR had been built module by module for five years. Deeply nested navigation, inconsistent data views, and an 11-step hiring workflow led to a 48% feature abandonment rate, with HR teams falling back on spreadsheets.

The goal was to unify the platform, reduce friction for HR managers, and modernize the design system ahead of a major enterprise sales push.

Key pain points

  • 68% of HR managers used external tools for core tasks

  • Each hiring action took 14 minutes on average

  • Onboarding new HR staff took 3 weeks

  • Customer churn rose from 8% to 19% in 18 months

Process

Discovery & Research

I led a 4-week research sprint combining 22 contextual interviews, 8,500 FullStory session recordings, exit surveys, and an audit of 7 competing HR platforms.

Key findings

  • HR managers spent 60% of their time on repetitive data entry.

  • One candidate action needed three different screens.

  • Review cycles drove the most support tickets every quarter.

  • Users ignored 80% of notifications due to alert fatigue.



Ideation & Information Architecture

I facilitated a 3-day sprint with product, engineering, and two HR customers as co-designers. Jobs-to-be-done mapping and impact vs. effort scoring turned 140+ ideas into a clear direction.

We converged on ClearDesk, a role-aware dashboard that shows each user only what they need and replaces the legacy navigation with a task-first model.



User Journey Mapping

I mapped 5 primary journeys across three roles: HR Manager, Team Lead, and Employee. The priority was cutting the hiring pipeline from 11 steps to 4.

Key journey

  1. Post a job with smart templates and auto-publishing.

  2. Review candidates on one unified card.

  3. Schedule interviews and collect feedback inline.

  4. Generate the offer and start automated onboarding.

This journey defined the role-based navigation and the placement of bulk actions.



Wireframing & Prototyping

I wireframed 34 key screens over 4 iteration rounds, reviewing each round with 3 customer HR teams, then tested a high-fidelity prototype with 32 participants across all three roles.

Merging the 3-panel candidate review into one card cut time-to-action by 46%, and a contextual command bar brought onboarding down from 3 weeks to 4 days. Wireframes reached a 91% task completion rate, up from 44%.

Discovery & Research

I led a 4-week research sprint combining 22 contextual interviews, 8,500 FullStory session recordings, exit surveys, and an audit of 7 competing HR platforms.

Key findings

  • HR managers spent 60% of their time on repetitive data entry.

  • One candidate action needed three different screens.

  • Review cycles drove the most support tickets every quarter.

  • Users ignored 80% of notifications due to alert fatigue.



Ideation & Information Architecture

I facilitated a 3-day sprint with product, engineering, and two HR customers as co-designers. Jobs-to-be-done mapping and impact vs. effort scoring turned 140+ ideas into a clear direction.

We converged on ClearDesk, a role-aware dashboard that shows each user only what they need and replaces the legacy navigation with a task-first model.



User Journey Mapping

I mapped 5 primary journeys across three roles: HR Manager, Team Lead, and Employee. The priority was cutting the hiring pipeline from 11 steps to 4.

Key journey

  1. Post a job with smart templates and auto-publishing.

  2. Review candidates on one unified card.

  3. Schedule interviews and collect feedback inline.

  4. Generate the offer and start automated onboarding.

This journey defined the role-based navigation and the placement of bulk actions.



Wireframing & Prototyping

I wireframed 34 key screens over 4 iteration rounds, reviewing each round with 3 customer HR teams, then tested a high-fidelity prototype with 32 participants across all three roles.

Merging the 3-panel candidate review into one card cut time-to-action by 46%, and a contextual command bar brought onboarding down from 3 weeks to 4 days. Wireframes reached a 91% task completion rate, up from 44%.

Outcome

Results

ClearDesk delivers a unified, role-aware HR experience that scales from 50-person startups to 10,000-person enterprises. Feature abandonment dropped by 61% and customer churn fell from 19% to 6%.

Key improvements

  • Role-aware dashboard with smart task queues

  • 4-step hiring pipeline with one-click offers

  • Automated onboarding with live progress

  • Full feature parity on tablet and mobile