Impartner Business Planning feature

My role UX designer responsible for defining the updated experience, translating prior research into actionable workflows, and delivering UI and copy that fit the existing Impartner product ecosystem

Challenges and constraints Inherited research rather than running discovery from scratch, an existing feature with established patterns to respect, and the need to introduce QBR capabilities without increasing setup time or cognitive load

Impact Clarified user goals through a proto-persona and journey map, improved the planning flow with templates and cloning, and made the path to creating and assigning plans more structured and repeatable

Skills demonstrated Synthesizing inherited research, journey mapping, proto-persona creation, workflow optimization, template and cloning UX, maintaining consistency with an existing product ecosystem

Improved performance through careful, consistent planning.

I inherited prior research and turned it into a clear picture of where users struggled in Business Plans. I created a proto-persona and journey map, then designed updates to support Quarterly Business Reviews inside the existing feature.