Overview

Auditors were spending more time navigating the system than doing the actual audit.

50 auditors. 30 minutes lost per audit. Auditors reported 10 to 20 properties delayed for mapping every day, pushing the overall backlog higher. No one had scoped a fix yet. I did.

Timeline
6 weeks
Role
UX Lead, Internal Tools
Industry
Enterprise SaaS
Year
2024
70–80%
Reduction in audit completion time
30 to 5 min
Per-audit time recovered daily
100%
Adoption within the first month

Auditors were losing up to 30 minutes per audit to a system that wasn't designed for how they actually worked.

The existing workflow forced auditors to piece together information from multiple disconnected views. A property overview lived in one place, access point details in another, and there was no way to filter by the dimensions each team actually cared about. Auditors reported 10 to 20 properties being delayed for mapping daily as a result, compounding the backlog over time.

Property Landing Page
Property Landing Page
Access Point Card Detail
Access Point Card Detail

The auditor starts on the property landing page, navigates to the access points section, then opens each collapsed access point card individually, repeating this sequence for every single audit.

Four problems, one broken mental model.

Auditors need to scan, assess, and act. The interface made them dig instead. Every friction point traced back to the same root cause: the tool was built around data structure, not around how auditors actually move through a task.

01
Status invisible at a glance
Device online/offline state wasn't shown anywhere. Auditors couldn't act without clicking into each card.
02
Critical info buried in toggles
Key audit data lived behind an "Additional Details" collapse. Every card required extra clicks before work could begin.
03
No way to filter by role
Different teams audited by different dimensions. No filtering meant everyone scrolled the full list every time.
04
Noise competing with signal
The port field, used by only one internal team, took up space that all other teams needed.

I identified the problem before anyone asked me to solve it.

01
Mapped the current-state audit flow

Annotated the existing card to show exactly where auditors were losing time, which fields were surfaced, buried, or irrelevant noise.

02
Validated through direct research

Formal interviews and informal conversations with associates across multiple teams revealed that device status wasn't just inconvenient. Multiple teams were making decisions without it.

03
Explored directions before landing on the card redesign

Earlier iterations explored surface-level fixes to the Ops page, including a standalone search filter. Those directions addressed discoverability without fixing the underlying information hierarchy on the card itself.

04
Used an incoming feature request as a lever

When a Ring In integration request landed, I proposed we use it as an opportunity to redesign the underlying card, not just drop a new feature into a broken layout.

05
Pressure-tested in critique, then handed off

Multiple critique sessions stress-tested layout, hierarchy, and component decisions before final delivery to engineering.

FigJam board mapping the audit workflow

FigJam board presented to the PM, mapping where auditors were losing time and what earlier directions couldn't fix.

Earlier card iterations from design critique

Earlier directions pressure-tested in critique sessions before landing on the final layout.

Original access point card with annotations

The original card, annotated. Device status missing entirely, the port field taking up space only one team used, and the information auditors needed buried behind the Additional Details toggle.

Three changes. Each one defensible.

01
Surface device status
Multiple teams needed it to act. Keeping it buried meant every auditor was clicking blind.
02
Eliminate the port field
One team used it. Forty-nine others saw it every audit. Less noise, more signal for the majority case.
03
Add role-based filters
Each team audits by different dimensions. Three filters meant no one scrolled the full list anymore.
Filter bar with device, status, and place filters Filter bar with device, status, and place filters

Three filters, three roles. Each team filters by the dimension that matters to their audit.

Access point card before redesign
Before
Redesigned access point card
After

Same card, fewer clicks. Device status surfaced, port field removed, Additional Details toggle eliminated.

Hours recovered. Every day.

Across a team of 50 daily users, shaving 20 to 25 minutes per audit reclaims hundreds of person-hours per week. Properties that were stacking up in the backlog could move through mapping faster. Full adoption in 30 days, no training required.

70–80%
time reduction
30 days
to full adoption

The insight I missed until I was in the room.

Shadowing auditors during live sessions revealed workflow routines I hadn't anticipated from written briefs alone.

The frequent context-switching and cognitive burden of remembering mid-audit state only became visible through observation, not research synthesis. A broader discovery phase would have surfaced cross-team collaboration friction earlier. The lesson: contextual inquiry in the actual environment, not just interviews about it.