Pigee

Unlocking Pigee's Growth Potential Through a Sales-Person Application Portal Redesign.

Application Portal Redesign

Summary:

Over eight weeks, I led an end-to-end redesign of Pigee’s salesperson application portal, starting with user interviews that revealed frustration and confusion in the 11-step flow. I analyzed competitor onboarding patterns, synthesized insights into user personas, and iterated prototypes with progressive disclosure, progress indicators, and clearer instructions. The final design streamlined the flow to 5 steps and gave Pigee a scalable system to onboard new salespeople with confidence.

Estimated Reading Time: 5 minutes

Est. Reading Time: 5 mins

Est. Reading Time: 5 minutes

8 weeks

My Role:

Product Designer

1 Product Designer (Me!)

1 Project Manager (CEO)

2 Developers

My Role:

My Role:

My Role:

Product Designer

Product Designer

Product Designer

1 Product Designer (Me!)

1 Product Designer (Me!)

1 Product Designer (Me!)

1 Product Manager

1 Product Manager

1 Product Manager

1 Data Scientist

1 Data Scientist

1 Data Scientist

3 Developers

3 Developers

3 Developers

2 Business Strategists

2 Business Strategists

2 Business Strategists

Results:

5

minutes saved on the average application process based on 8 usability tests

44%

decrease in user frustration (from 4.1/5 to 2.3/5)

5

minutes saved on the average application process based on 8 usability tests

Case Study Outline:

The Problem

The Problem

The Solution

The Solution

The Research

The Process

The Process

Design Journey

Reflection

The Problem:

The Existing Application Process Was Too Long and Confusing For Users.

The convoluted application process was made clear by mapping out the user flow for applicants. The lack of instructions on these steps creates a frustrating experience for potential applicants, which decreases their desire to apply. This frustrating experience clearly was limiting Pigee's growth potential for its sales team and, therefore, reduced the adoption of its services.

11 Steps

1 Application

11 Steps

1 Application

11 Steps

1 Application

11 Steps

1 Application

Our Solution:

A Guided and Streamlined Sales Application Portal.

Clear Application Steps→

  • With a checklist of steps, users are able to easily understand the application process

44%

Decrease in user-reported frustration (from 4.1/5 to 2.3/5)

1

1

1

1

2

2

2

2

A More Straight Forward Process→

  • Due to the new portal’s design, applicants no longer had to jump between many different websites.

  • By using the portal instead of several websites, users saved an average of 5 minutes applying

5

minutes saved on the average application process based on 8 usability tests

12

hours saved each month with our progress notes feature, based on user testing

More Relevant Questions→

  • Questions that were previously vague or irrelevant were removed to simplify the application process based on research of best practices

  • Questions based on location, experience, and technical proficiency were added to help Pigee choose the best candidates for its sales team

3

3

3

3

Research:

Uncovering the Friction in Pigee's Application Experience.

White Paper Research→

The research highlighted that progressive disclosure reduces cognitive overload, progress indicators enhance user motivation, and personalized onboarding experiences are more effective. Findings emphasized the value of concise product tours and motivational proof like testimonials

Small Practice Therapist

Female, 56 years old

Spends a long time on billing and payroll management

Wants more time to spend with clients

New Therapist

Male, 28 years old

Frequently makes coding and documentation mistakes

Wants a way to simplify complicated insurance billing

Wayun Budi

Prospective Employee

Male, 36 years old

  • Confusion about job responsibilities and if application will lead to job

  • Unsure about application steps

Pain Points

  • Make ends meet while finding a job

  • Add something to his resume for applying to sales jobs

Goals

New Therapist

Male, 28 years old

Small Practice Therapist

Female, 56 years old

Frequently makes coding and documentation mistakes

Wants a way to simplify complicated insurance billing

Spends a long time on billing and payroll management

Wants more time to spend with clients

Small Practice Therapist

Female, 56 years old

Wayun Budi

Prospective Employee

Male, 36 years old

  • Confusion about job responsibilities and if application will lead to job

  • Unsure about application steps

Pain Points

About:

  • Make ends meet while finding a job

  • Add something to his resume for applying to sales jobs

Goals

About:

Just laid off from a service job

Speaks: English, Indonesian :

User Personas→

User Persona→

User Interviews→

User Persona →

Past applicants described the application process as confusing and frustrating. Applicants communicated that they questioned Pigee's organizational skills throughout the application process.

“I thought the job listing was a scam because of all the different pages I had to go to to apply ." -Interviewee

Wayun Budi

Prospective Employee

Male, 36 years old

  • Confusion about job responsibilities and if application will lead to job

  • Unsure about application steps

Pain Points

About:

  • Make ends meet while finding a job

  • Add something to his resume for applying to sales jobs

Goals

About:

Just laid off from a service job

Speaks: English, Indonesian :

Competitor Analysis →

Competitors fell into three camps: medical coders (accurate but prohibitively expensive), EHR add-ons (integrated but clunky and designed for hospitals), and RCM vendors (comprehensive but inaccessible to small practices). None combined affordability, ease of use, and transparency. This gap shaped our opportunity: deliver coder-level accuracy through therapist-first, AI-powered workflows.

Competitor Analysis →

Competitors fell into three camps: medical coders (accurate but prohibitively expensive), EHR add-ons (integrated but clunky and designed for hospitals), and RCM vendors (comprehensive but inaccessible to small practices). None combined affordability, ease of use, and transparency. This gap shaped our opportunity: deliver coder-level accuracy through therapist-first, AI-powered workflows.

Initial Design Journey:

Structuring the Application Portal with Steps, Progress Bars, and Testimonials.

Design Inspiration→

Examining onboarding flows from companies such as Uber, and Grammarly revealed best practices like stepwise forms, progress bars, and persuasive calls to action. Effective flows prioritize user autonomy and minimize extra steps. The general application steps were considered for the user flow from analyzing more traditional application portals.

Wireframing →

Based on my research and design inspiration, I began laying out the necessary details and features of the application portal:

Steps were laid out on the left to make it obvious to applicants

Progress bar was added to gamify the experience of applying

Steps were laid out on the left to make it obvious to applicants

Progress bar was added to gamify the experience of applying

Users can select options that feed into our LLM, generating faster and more complete progress notes.

Steps were laid out on the left to make it obvious to applicants

Progress bar was added to gamify the experience of applying

Initial Design Iteration→

I continued iterating to bring my low-fidelity wireframes to a mid-fidelity wireframe level.

Testimonials were added to encourage applicants to apply

Sidebar width was reduced to focus more on the questions

Testimonials were added to encourage applicants to apply

Sidebar width was reduced to focus more on the questions

Users can select options that feed into our LLM, generating faster and more complete progress notes.

Testimonials were added to encourage applicants to apply

Sidebar width was reduced to focus more on the questions

Iteration and User Testing:

Refining the Application Portal with User Testing Insights and Accessibility Enhancements.

User Testing→

Over the course of 2 weeks, I conducted 8 user tests online and iterated as I went. The main challenges that users encountered were: continued confusion about the job itself, challenges with our existing method of making sure applicants had a phone, and finally, confusion over the next steps phase of the application process. Based on these pain points I made the following changes:

Created a code system to better screen applicants for phone access (a job requirement)

Created a checklist for next steps to reduce applicant confusion

Added an informative beginning page to inform applicants of the nature of the job

Created a code system to better screen applicants for phone access (a job requirement)

Added an informative beginning page to inform applicants of the nature of the job

Users can select options that feed into our LLM, generating faster and more complete progress notes.

Created a code system to better screen applicants for phone access (a job requirement)

Added an informative beginning page to inform applicants of the nature of the job

Final Iterations→

In order to follow WCAG Accessibility guidelines, I changed the look of the testimonial on the left side of the screen. Additionally, I decreased visual clutter by removing descriptions of the sections from the left side of the screen. Finally, I moved the logo to the top left of the screen so that it wouldn't take up space from the content of the application portal.

Reduced visual clutter on sidebar.

Enhanced readability of the testimonial.

Reduced visual clutter on sidebar.

Enhanced readability of the testimonial.

Users can select options that feed into our LLM, generating faster and more complete progress notes.

Reduced visual clutter on sidebar.

Enhanced readability of the testimonial.

Reflection and Next Steps:

In complex spaces like healthcare billing, design isn’t just about reducing frustration; it’s a safeguard against costly mistakes and lost revenue.

What I learned→

Through this project, I learned the importance of accounting for international user perspectives when designing an application process. Writing questions that considered different legal systems and cultural contexts for job applications pushed me to create a more thoughtful and inclusive flow. I also strengthened my collaboration skills, learning to communicate more clearly and balance trade-offs with team members.

Next Steps →

The application portal should be tested with a wider international user base to validate its effectiveness across diverse contexts. Expanding language options will be critical to making the portal accessible to more applicants and supporting Pigee’s goal of recruiting a global sales team.

Thanks for visiting! You can look through more of my case studies below or reach out to me here

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