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( By / Teamfront / Lead UI/UX Designer / 2024–PRESENT / 9 min read )

WikiPro Web

The redesign turned a fragmented, organically grown business tool into a cohesive modern SaaS experience unified under Align UI, covering nine core modules in both light and dark mode with interactive navigation states and a custom component library.

The result and the decision behind it

( What it did )

Unified nine modules (Chat, Calendars, Reviews, Surveys, Payments, Customer Management, Marketing, Reports, and Settings) under one design system, replacing per-module visual languages with a consistent vocabulary that reduces cognitive load when moving between them.

( The decision behind it )

Unify the platform on Align UI and extend it locally

The fragmentation was the root problem, not a symptom of one. A shared system removed the need to relearn interaction patterns when moving between Chat, Reviews, Payments, and Marketing. Extending it locally rather than improvising meant the domain-specific patterns became reusable assets instead of the first cracks in a fresh system, which is exactly how the original design debt accumulated.

Generated schematic standing in for imagery of WikiPro Web. It depicts nothing.
Generated schematic, not a screenshot of WikiPro Web.

Generated schematic, not a screenshot. Real imagery to follow.

( The account )

Context

Lawn care companies, cleaning services, legal firms, and retail operations all run on the same three things: staying in touch with customers, protecting their reputation, and winning repeat business. WikiPro is the cloud platform they do that on. It replaces six to eight separate tools with real-time SMS and team chat, calendar and appointment scheduling, review monitoring across Facebook, Google, Yelp, and Amazon, automated surveys with NPS tracking, payment and transaction management, a full CRM, marketing automation with campaigns and drip flows, and reporting dashboards. Businesses onboard their teams into an organizational model covering staff, departments, signatures, and role-based access, then reach their customers through SMS, scheduled messages, and templated workflows.

This project was a full platform redesign spanning nine core modules: Chat, Calendars, Reviews, Surveys, Payments, Customer Management, Marketing, Reports, and Settings. WikiPro had reached that scale the way most feature-rich platforms do, one module at a time, starting as a simple messaging tool and accumulating reviews, surveys, payments, marketing, and CRM along the way. Each addition solved a real need. Together, they had stopped feeling like one product.

The redesign existed to put the whole platform back under one design system, rebuild the information architecture around how service businesses actually work, and give data-heavy screens the visual hierarchy they had never had.

The problem

WikiPro carried the accumulated friction of a platform that had grown without a cohesive design strategy. Each module had its own visual language, navigation patterns, and interaction models, so the experience fragmented as the product expanded, leaving a steep learning curve for new users and daily cognitive overhead for everyone else. Six problems shaped the work:

  • Inconsistent visual language and UI fragmentation. There was no unified design system. Buttons, tables, cards, typography, and color varied across modules, so the product read as a patchwork of disconnected tools. Users had to relearn interaction patterns moving between Chat, Reviews, Payments, and Marketing, which broke their workflow and slowed task completion.
  • Weak information architecture and navigation complexity. Nine major modules and dozens of sub-features (campaigns, flows, keywords, templates, scheduled messages, departments, custom fields, API keys) sat in a hierarchy that was never clearly structured. Users struggled to find features, understand how modules related, and form a mental model of where anything lived. Sidebar navigation, sub-navigation, and the settings structure all needed a rethink that could carry the platform's breadth without overwhelming anyone.
  • Data-dense screens with no visual hierarchy. Reviews, Surveys, Payments, and Reports are built on charts, KPIs, transaction tables, and multi-source aggregations. The legacy design gave critical metrics no priority over secondary information, and without progressive disclosure users met all of it at once, which made actionable insight hard to extract at a glance.
  • Inefficient communication workflows. Chat is arguably the most-used feature for a service business, and it lacked the sophistication professional customer communication demands. Managing unread messages, switching between direct messages and team chats, scheduling messages, handling SMS against in-app communication, and using templates all cost too many clicks and context switches.
  • No dark mode and accessibility gaps. The legacy product offered no dark mode at all, a real oversight for users who spend long hours in the platform, and the existing UI did not follow accessibility best practices for contrast ratios, interactive state clarity, or consistent iconography.
  • No unified marketing view. Campaigns, drip flows, keyword tracking, and auto-reply were either absent or buried in settings, so businesses could not run coordinated outreach and follow-up from one place.

What I did

The approach was a module-by-module overhaul unified under the Align UI design system, so visual consistency and scalable component architecture came from the foundation rather than being negotiated screen by screen. Every module was rebuilt against that shared vocabulary, and where the platform needed patterns Align UI did not cover, I extended the system with a local component library rather than letting one-off UI creep back in.

On that foundation I reorganized the platform around the work service businesses actually do. Chat became the communication nerve center with a three-panel layout. Calendars, Reviews, Surveys, Payments, Customer Management, Marketing, and Reports each got an information architecture matched to their data: overview dashboards where users need a read on performance, sortable tables where they need to operate on records, and sub-navigation that adds depth without cluttering the top level. Settings moved to a two-panel structure that made a long list of configuration areas navigable. Three cross-cutting layers ran through all of it: light and dark mode variants for every module, interactive icon hover states with contextual tooltips on the global sidebar, and the local component library that keeps domain-specific patterns reusable.

Outcomes

  • Simplified the information architecture across a platform of nine modules and dozens of sub-features by pushing depth into consistent sub-navigation and restructuring settings into a two-panel model.
  • Gave data-dense modules clear visual hierarchy through KPI cards, sparklines, donut and stacked bar charts, and sortable tables, so reviews, survey, payment, and reporting insight is readable at a glance.
  • Rebuilt the most-used module, Chat, into a three-panel workflow that consolidates unread triage, direct and team conversations, and send-time controls including SMS toggle, scheduling, and file requests.
  • Gave marketing automation a unified home, bringing campaigns, drip flows, keyword tracking, keyword analytics, and auto-reply out of settings and into one coordinated module.
  • Delivered every module in both light and dark mode with attention to contrast, interactive state clarity, and consistent iconography, closing a gap the legacy product never addressed.
  • Established a scalable design foundation, Align UI plus a local component library, that supports future feature development without reaccumulating design debt.

What I learned

When a product grows one module at a time, the design debt does not show up in any single screen. Every module in WikiPro was defensible on its own; the cost only appeared in the transitions between them, in the moment a user moved from Chat to Payments and had to relearn how a table behaves. That reframed the redesign for me: the unit of work was not the screen, it was the seam between screens, and a shared component system was the only thing that could fix it everywhere at once.

Extending the design system locally turned out to matter as much as adopting it. Align UI covered most of the platform, but Chat needed patterns no general system would carry, and that gap is exactly where one-off UI normally reenters a product. Building those patterns as named, reusable local components instead meant the parts of the platform most likely to drift stayed inside the system.

Treating dark mode and accessibility as core requirements rather than a later phase changed the work in a way I would repeat. Deciding color and interactive states against both contexts while the components were being built kept it a single system with two modes. Deferring it would have meant reopening every module and maintaining a theme that had never been designed alongside the thing it themes.

The full record / 4 decisions
My role
Lead UI/UX Designer
Timeline
January 2024 – Present
Platform
Web (Enterprise SaaS), all-in-one business operations platform for small and midsize service businesses
Category
Enterprise SaaS Product Design
Status
Redesign, delivered

Tools Figma, Align UI Design System

Team Cross-functional

Decisions

Unify the platform on Align UI and extend it locally

What
Rebuilt all nine modules on the Align UI design system, then extended it with a local component library for the patterns Align UI did not cover, including chat sidebar states, direct and unread message components, message groups, chat topbar, sidebar search, and the new chat button.
Alternatives
Continuing module-by-module design, where each section carries its own buttons, tables, cards, typography, and color, or using Align UI as-is and improvising the chat-specific patterns per screen.
Why
The fragmentation was the root problem, not a symptom of one. A shared system removed the need to relearn interaction patterns when moving between Chat, Reviews, Payments, and Marketing. Extending it locally rather than improvising meant the domain-specific patterns became reusable assets instead of the first cracks in a fresh system, which is exactly how the original design debt accumulated.

Rebuild Chat as a three-panel communication nerve center

What
Designed Chat as a three-panel layout: a collapsible sidebar segmented into Unread, Direct Messages, and Team Chats, a central conversation view with sent and received message distinction, timestamps, and read receipts, and a rich composer carrying the SMS toggle, file requests, scheduling, and character count.
Alternatives
Refining the existing chat structure incrementally and leaving unread management, direct and team chat switching, scheduling, and templates distributed across separate views and menus.
Why
Chat is the most-used feature for service businesses, and its cost was measured in clicks and context switches rather than missing functionality. Putting triage in the sidebar, conversation in the center, and every send-time decision in the composer meant the three things an operator does constantly each had a fixed place, so the workflow stopped requiring navigation.

Push module depth into sub-navigation

What
Gave the broad modules their own sub-navigation rather than surfacing everything at the top level: Reviews splits into Locations Report, Review Management, Widget Integration, and Settings; Marketing into Campaigns, Flows, Keywords, Keyword Analytics, and Auto Reply; Customer Management into Customers, List, and Tags; and Settings into a two-panel layout with a thirteen-item category menu against a content area.
Alternatives
Keeping a flatter structure with more entries in the global sidebar, or leaving sub-features where the legacy product had put them, which for marketing meant buried in settings.
Why
The platform's breadth was an asset that navigation was turning into a liability, and burying marketing automation in settings prevented businesses from running coordinated outreach at all. A consistent two-level model let each module hold real depth while the global sidebar stayed short enough to build a mental model from, and it gave marketing the unified home it never had.

Deliver light and dark mode for every module

What
Designed and delivered both light and dark variants of all nine modules as part of the core redesign, alongside attention to contrast ratios, interactive state clarity, and consistent iconography.
Alternatives
Shipping the redesign in light mode and treating dark mode as a follow-on phase.
Why
These are users who spend extended hours in the platform, and the absence of dark mode was one of the six problems the redesign existed to fix. Building both modes into the component system from the start meant color decisions were made once against two contexts rather than retrofitted later, which is the point at which a theme usually turns into a second design system to maintain.

( Tags )

  • Information Architecture
  • Interaction Design
  • Visual Design
  • Design Systems
  • Web
  • Enterprise SaaS
  • B2B SaaS
  • Dashboard
  • Component Library
  • Field Service Management
  • Payments
  • CRM
  • Data Visualisation