Every new customer relied on Inncircles’ onboarding team to configure their project structure. I redesigned the setup model so customers could create complex hierarchies themselves, reducing a full-day task to approximately two hours in usability testing.
TL;DR
WhatRedesigned the Construction Type Setup flow for Inncircles — a B2B construction-management platform, so clients could configure projects independently instead of relying on the onboarding team.
WhyManual configuration slowed onboarding, increased support effort, and limited the business's ability to scale.
My roleLed the setup experience from problem framing through prototyping and validation.
I owned the hierarchy model, interaction flows and usability testing.
Team2 Product Designers (me + 1 senior) · 1 PM · 1 Business Analyst
DurationAug 2024 – May 2025
Estimates developed with Product and Customer Success using current onboarding hours, support records and prototype task performance.
Every new clientResidentialCommercialIndustrial
Manual setup, by handA person on our team — every single time
↓Slower onboarding↑Rising support cost
01Heuristic audit12 core flows mapped for breakdowns
02Onboarding shadowingObserved support & BAs configuring projects for clients
03Stakeholder interviewsSpoke with support leads, BAs and PMs who lived the pain daily
The real findingCustomers weren't struggling because the workflow was long — they were struggling because the product exposed implementation logic instead of construction logic.
Access constraints meant early discovery relied on internal domain experts. I treated this as a limitation and validated the proposed workflow with real participants later.01
Hidden hierarchyComplex project hierarchies had to be mentally reconstructed because relationships were never visible in one place.
02
Poor orientation and recoveryUsers couldn't tell where they were, what they'd completed, or what remained, making long setup sessions difficult to recover from.
03
Low confidence in irreversible actionsWithout preview, undo or bulk editing, users became cautious about making structural changes
04
One workflow for different project typesThe same experience served residential, commercial and industrial projects despite each requiring different setup strategies
Concept-1Guided hierarchy builder
Strength: Made parent–child relationships visible.
Trade-off: Became cumbersome beyond four hierarchy levels.Concept - 2Task-based setup dashboard
Reduced cognitive load by breaking setup into independent task. While it simplified navigation, uconstruction managers are not used to this setupConcept - 3Import-first mapping
Importing their organisation level data first that maps to our level based hierarchy.Concept - 4Configuration workspace
Aligned with existing platform patterns and required minimal engineering effort, but kept setup fragmented across multiple pages and would be cluttered when levels increasesI combined the strongest elements of the four directions — visible hierarchy, guided progression, bulk import, and a configuration model that could scale within the existing platform.
The final direction had to pass all fiveAllows bulk setup
Scales beyond four levels
Supports new and migrating customers
Maintains visible relationships
Feasible within existing architecture
FROM DATABASE STRUCTURE → TO A MENTAL MODEL
BEFOREBuilt like a database — three disconnected screens
Entity TypesSuper LocationLocation Types
No nesting. Users couldn't see the whole they were building.AFTEROne nested hierarchy, visible at every levelParent–child nesting the manager sees and edits as they build.
Block
Floor
Room
Door
What changed in the experience?
BeforeAfterProduct reflected the underlying data model.Product follows how construction teams structure projects.Setup depended heavily on onboarding support.Workflow designed for independent customer setupConfiguration was spread across multiple disconnected screens.Related decisions happen within a single workflowRepeat setup required recreating common structures.Templates and reusable sequences reduce repeated effort.
What I'll watch once it ships
Setup completion time%of setups published without critical errorsAssistance requests per setupDrop-off by setup stageTemplate reuse rate
What I learned?
01I initially treated setup as a navigation problem. Shadowing the onboarding team showed it was a product-model problem.
02Designing within the existing architecture forced me to separate what users needed to understand from how the database stored it.



