Bringing clarity to a complex partner ecosystem.
Designing tools that give partners visibility into what matters and a structure built to grow with the product.
💬 Some details in this case study have been adjusted or generalized for portfolio presentation. Core decisions and design rationale reflect the actual work.
Project
Enterprise tooling, Partner portal
Team
CTO, PM, Engineering
Scope
End to end
Timeline
Q2 2026
01_Context
The vision: answer three questions.
Before building anything, we needed to show the client where this could go. A vision prototype answered three questions about their AI coaching rollout — then V1 tackled the most basic version of the first one.
✍️ Do they use it?
Adoption · activation
→ V1 partially answers this
😍 Do they like it?
Satisfaction · sentiment
Future scope
🚀 Is it working?
Outcomes · behavior change
Future scope
02_Starting point
Start with the foundation. Ship a full experience.
We don't have enough data and insight yet to deliver the full vision — so V1 starts by providing the most essential information, fully. Not a partial experience, but a complete one scoped to what we know.
Vision
Qualitative coaching insight
Full analytics — outcomes, flags, recommended actions for at-risk companies
✅ Vision prototype built for client call
V1
Full portal with key features
User Analytics, Ally Demo, Audit logs, Team management, Token management
PM on vacation — worked directly with CTO to define scope
03_User Analytics
Defining what data belongs.
What's included wasn't just a design call — it was a negotiation between what's defined, what the endpoint supports, and what partners actually need to see
✅ Included in V1
Focused on billing transparency and upcoming client needs.
Total provisioned users
High-water mark
6 month trend
Total messages
Average message/user
Company overview
Users by country
Deferred metrics
Good signal, but needs further definition before we can design around it.
Activation rate
Retention
At risk companies
Session engagement
04_Role and entry points
Designing for roles we haven't built yet
Developer and Partner's Client roles weren't in V1 scope — but both were kept in mind from the beginning. The role tag component accommodates new variants without a redesign, and the page structure already anticipates new entry points.
V1 has four roles. Designed for six.
Superadmin / Viewer
🟢 Shipped
Partner Admin / Viewer
🟢 Shipped
Developer
Future
Partner's client
Future
One page. Two different homes.
Superadmin / Partner Admin
Login
User Analytics
Home view
Company Overview
Company Drilldown
Detail view
Partner's client
Login
Company Drilldown
Home view
05_Log page
Built once we understood why.
The Log page was designed to let both AceUp and partner developers audit API events — tracking what happened, when, and why. It seemed straightforward. It wasn't.
🚧 Challenge
Engineers pushed back — and they weren't wrong. From a technical side, it made sense. But none of us clearly understood why this page needed to exist for partners.
🚗 Process
Researched partner engineer use cases, identified what they actually need when something breaks, then aligned with the Engineering Manager on scope.
✅ Aligned
Scope confirmed. The EM meeting was the turning point — it narrowed down what V1 needed to be and gave the team a shared reason to build it.
06_Navigation
Built for what's next.
When V2 made clear more tools were coming, a header wouldn't scale. Switching to a sidebar was a structural call, not a visual one. It also sets up future groupings: a Developer section for Logs and Token Management, and a Settings restructure for Account.
Current
Header navigation
Dashboard
Profile
API Docs
Ally Demo
❗️ Break with 5+ items
Plan
Sidebar navigation
User Analytics
Ally Demo
DEVELOPER
Logs
Token Mgmt
V2
API Docs
SETTINGS
Billing
V2
Account
07_AI workflow
AI fully integrated into the design process.
All wireframes and iterations done with AI. Every design decision was tested with a working prototype before moving to Figma.
1–2 weeks
3 days
The feedback cycle decreased — details easy to miss in static design were already covered during iteration.
08_Status
V1 in motion.
🚀 Ready for shipping
User Analytics
🟢 Design Complete
Account
🟢 Design Complete
Logs
🟢 Design Complete
⏳ In progress
Token management
In progress
Ally Demo
Up next
Billing page
Future
AI Insights
Future
Let's Connect.
Interested in product design,
behavior change, AI, and building systems that scale.
studiohaena3@gmail.com
linkedin.com/in/studiohaena
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© 2026 Haena Lee