Every report request travelled from the client through their CSM into engineering. The planned scope would not have fixed that — I widened it and carried the initiative to release.

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Product Overview

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PandaDoc had no reporting. Medium and large clients couldn’t get insights into their document pipeline without manual intervention from Customer Success or engineering.

I joined mid-project and re-synthesized the existing research, which showed the planned scope — a visual dashboard for analysts — would not serve the people who actually needed the data. I rewrote the PRD, defined the functionality, designed the interface, built out the components, and carried the initiative through to release.

Project timeline — 3 months
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Research methods

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Users

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Problems

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“ Enterprise client interviews

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Key Decisions

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Design Solutions

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The Outcomes

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The Learnings

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