Client Overview
Industry
Media & Entertainment Technology
Region
Global
Company Size
450+
Featured Solution
Partner Portal UX Research, AI Wireframing & Experience-Led UI Design
The Context
The client is a global provider of live video streaming and broadcast solutions, supporting media organizations, content creators, and broadcasters worldwide. Their Salesforce-based partner portal plays a central role in enabling partners to manage leads, certifications, orders, and renewals.
Over time, however, the portal became cluttered and visually inconsistent. Outdated layouts, unclear hierarchy, and limited access to key performance metrics made navigation increasingly difficult. Partners struggled to find essential insights, creating friction in day-to-day workflows.
To strengthen engagement and improve partner productivity, the client needed a modern, intuitive portal experience that supported seamless navigation, offered clearer insight discovery, and enhanced collaboration across their global partner network.
Where the Partner Experience Fell Short
These challenges were directly impacting partner engagement and everyday portal use.
Outdated Interface
The portal’s cluttered layout, inconsistent visual hierarchy, and poor access to key metrics made the experience feel outdated and unintuitive.
Poor Navigation Flow
Key areas such as leads, orders, renewals, and SLA coverage were hidden within non-intuitive pathways, slowing partner workflows and increasing friction.
Limited Personalization
Users lacked tailored dashboards, contextual welcome messages, certification visibility, and performance insights, making the experience feel less relevant and harder to personalize.
Weak KPI Visibility
Key business metrics like year-to-date performance, renewals, and leads were difficult to access and lacked interactivity, limiting partners’ ability to quickly discover insights.
Low Engagement
Certification status and learning resources were not surfaced clearly, leading to reduced adoption of learning modules and lower engagement overall.
How We Elevated the Partner Portal Design
We applied a structured, research-driven approach to improve navigation, clarity, and overall partner engagement across the portal.
- Research-Driven Foundation
- We conducted competitive analysis, reviewed industry-standard partner portals, and documented use cases alongside partner persona mapping to define a clear experience strategy.
- AI-Assisted Concepting
- Using AI-generated prompts and early visual concepts, we explored navigation flows, content structures, and the broader direction of the portal experience.
- Wireframes & Experience Mapping
- We developed detailed wireframes, interaction paths, and navigation flows based on research insights and AI inputs, then refined collaboratively with the client for alignment and accuracy.
- Experience-Led UI Design
- We delivered a modern, brand-aligned interface featuring a dark-themed UI, consistent layouts, and a visually cohesive structure that improved usability.
- Simplified Navigation Architecture
- The top navigation was replaced with a left-side panel, enabling faster, more intuitive access to leads, renewals, certifications, learning modules, and other core areas.
- Enhanced Personalization & Insight Delivery
- We introduced personalized welcome banners, certification visibility, performance summaries, interactive KPI dashboards, and role-based access to ensure each partner type can easily access the insights most relevant to them.
How Better Partner Portal Design Transformed Engagement
The redesign delivered measurable improvements in usability, clarity, and partner engagement across the portal ecosystem.
- More Satisfying User Experience: Partners now navigate a cleaner, more intuitive dashboard, resulting in higher satisfaction and smoother day-to-day interactions.
- Better Collaboration & Transparency: A clearer information architecture and improved visibility have strengthened how the client and its partners share updates, track progress, and coordinate activities.
- Tighter Data Governance: Role- and profile-based access ensures stakeholders see the right information, improving trust, reducing confusion, and streamlining decision-making.
- Higher Partner Adoption: With a simplified UI, clearer onboarding paths, and easy-to-find modules, engagement and adoption have increased significantly among both new and existing partners.
Quantitative Wins
30%
Decrease in partner support queries tied to navigation and data visibility.
40%
Faster access to critical business insights, validated through user analytics.
25%
Higher engagement with learning and certification modules.
Improved partner engagement through a clean, intuitive UX.
The Beginning of a More Connected Partner Ecosystem
The redesigned partner portal modernizes the interface and transforms how partners operate within the client’s ecosystem. Grounded in research, partner persona mapping, and experience-led design, the new experience enables faster workflows, clearer insight discovery, and significantly higher partner engagement. Built with scalability at its core, the refreshed UI equips the client with a partner experience that can evolve alongside their business and foster stronger, longer-lasting partner relationships.
Want to Strengthen Your Ecosystem With Smarter Partner Portal Design?
