Web AppSaaSB2BDashboardFreelance

Adviisa - Compliance & Data Management Platform

Adviisa is a B2B SaaS platform designed to help teams manage compliance, documentation, and company data in one secure environment. The product serves finance teams, directors, advisors, and external stakeholders, each requiring access to shared information through different levels of permission and responsibility. I worked as the main product designer on a freelance engagement, owning the design end to end, from early discovery and brand definition through to dashboard design and preparation for development.

Client

Adviisa

Year

2025

Role

Senior Product Designer (end-to-end)

Tools

Figma

The Challenge

The platform needed to support multiple user types with different goals and permission levels while handling sensitive compliance data. Clarity, trust, and control were essential.

At the same time, the product was early-stage, with no existing brand or design system and a desktop-only dashboard. Engineering required a scalable UI structure before development could grow confidently. The challenge was to design something structured and trustworthy without overwhelming users.

My Role

I led the product design from early exploration through to delivery. This included running discovery sessions, defining personas, mapping approval and document workflows, designing the full dashboard experience, and creating the Adviisa brand and visual identity. I also established reusable UI components in preparation for React development and collaborated closely with engineers and stakeholders throughout.

AI-assisted workspace surfacing actions, document activity, and key compliance prompts at a glance.

Centralised company intelligence view consolidating registrations, classifications, and profile completion progress.

Structured document management system enabling tagging, status tracking, and controlled review workflows.

The Solution

I began by working with the founders to clarify how different roles should interact with the system. From there, I translated those discussions into structured user flows and dashboard layouts.

Structuring multi-role workflows

The dashboard was structured to support document management, compliance deadlines, audit tracking, team permissions, and financial reporting within a clear and consistent hierarchy. The aim was to separate responsibilities and workflows while maintaining a unified visual language.

Brand & system foundations

Alongside the product, I created the Adviisa brand from scratch, defining its visual identity, tone of voice, and marketing pages. I also built a mini design system in Figma to support development in React, ensuring components translated cleanly into a shared library while remaining flexible for future growth.

Review and approval workflow supporting validation, categorisation, and audit-ready decision tracking.

Compliance calendar aligning deadlines, filings, and operational tasks in a single structured view.

Comparative financial overview designed for structured analysis across reporting periods.

Project Impact & Reflection

Adviisa was a hands-on, end-to-end engagement that combined product thinking, system design, and brand creation.

Designing for multiple roles within a compliance context required careful hierarchy and information structure. Establishing the design system early proved valuable, reducing rework and creating a stronger foundation for development.

The project reinforced the importance of clarity and structure when dealing with sensitive, data-heavy products, particularly in early-stage SaaS environments.

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Have a project in mind? I'm available for new opportunities and love designing thoughtful, user-friendly digital products, whether it's UX/UI for web and mobile apps, SaaS platforms, or something new.

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