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Enterprise SaaS / FinOps

CMP Platform Redesign

CloudBolt asked for a visual refresh. What the research revealed was a product built around administrators — in a market where developers needed to be in the driver's seat. This is the story of how structured research changed the entire direction of the project.

Role
Design Lead, User Researcher
Client
CloudBolt Software
Year
2023
Outcome
60% adoption in 4 months
CMP Platform — final category view

Results

60%
Adoption rate in the first 4 months — up from ~20% pre-redesign
40%
Reduction in ordering time
20%
Of orders using the new reorder feature
4
Months from research kick-off to shipped product

Context

What is CMP?

CMP — CloudBolt's Cloud Management Platform — is a single-pane-of-glass application that lets development teams manage cloud services across providers, sitting at the intersection of IT governance and developer self-service. The original product had prioritized admin control at the expense of developer speed and simplicity.

The original request was straightforward: update the UI to feel more modern. Before opening Figma, I pushed to go directly to customers. A visual refresh without understanding why the product felt wrong risked fixing the symptom while leaving the underlying problem untouched.

"I can't show my boss the value of the tool."

Customer interview — the insight that reframed the entire project

Challenges

The brief said "visual refresh." But the real constraints ran deeper — a product built on the wrong architecture for its actual users, with no instrumentation to prove it, and an engineering team without frontend experience to execute the change. Every design decision had to account for what was structurally possible, not just what was right.

Constraints

  • Admin-focused product architecture — rebuilding for developers meant rethinking every nav pattern, terminology choice, and default state
  • No front-end framework in place — visual and interaction improvements were blocked until the engineering foundation existed
  • Limited usage and behavioral data — Heap had to be instrumented before data could inform decisions
  • Slow release cycles — design had to account for what could ship incrementally, not just what was ideal
  • No public API surface — integration and extensibility work was entirely internal
  • No dedicated front-end engineering experience — new capabilities required hiring or upskilling in parallel with design

Objectives

  • Reorient the product around developer self-service
  • Introduce a modern front-end framework
  • Instrument the product to gather behavioral metrics
  • Build a dedicated product and design team

Research

The research ran across four tracks simultaneously — internal behavioral data, a heuristic evaluation, internal team feedback, and direct customer interviews. The convergence of what each track surfaced made the direction impossible to argue against.

Internal Data

A category-based catalog entry point — restructuring the first page around service types rather than a flat list, to surface the full breadth of available services and push adoption beyond VMs.

Heuristic Evaluation

A complete reorientation from admin-first to developer-first — rebuilt navigation, rewritten product terminology, and new task flows that matched how work actually gets done.

Internal Feedback

The admin reporting layer and dashboard — the most consistently requested missing capability across every internal channel, validated before a single screen was designed.

Customer Interviews

10 customers · 4 weeks

Three distinct decisions: the reorder feature, the admin dashboard, and the self-service catalog structure — each traced to a specific interview finding below.

Behavioral Data

Before any design decisions were made, we instrumented the product with Heap to map actual user behavior. Two findings shaped the redesign most directly. The ordering funnel sat at 41.8% completion before the redesign — improving to ~68% post-launch.

Behavioral data — Heap analytics 1Behavioral data — Heap analytics 2Behavioral data — Heap analytics 3Behavioral data — Heap analytics 4
Behavioral data — Heap analytics 5

Competitive Review

Developer tooling had moved on while CMP stood still. A review of leading platforms surfaced four patterns that were reshaping how developers expected to navigate and discover services — each one fed directly into a specific design decision below.

Competitor analysis
  • High-quality product imagerythe Blueprint View card grid
  • Modern, collapsible filter designthe later unified filter bar project
  • Prominent searchfast-path ordering for power users
  • Category-based browsingthe Category View entry point

Users

CMP served three fundamentally different audiences — developers, admins, and team leads — and the original product had only designed for one of them. The redesign had to serve all three without compromising any.

Developer

Developer

Category View · Blueprint View · Reorder

Admin / IT Manager

Admin / IT Manager

Admin Dashboard · Resource Management

Team Lead

Team Lead

Category View · Blueprint View

Core Developer Flow

Developer user flow diagram

Mapping the developer's path from login to ordered resource revealed how many unnecessary steps existed. Eliminating them drove every subsequent layout and navigation decision.

Design Process

Getting to the right solution required going back to fundamentals before touching Figma — sketching the information architecture, then stress-testing it against the grid before committing to visual execution.

01 — Sketching

Early sketches — information architecture

Early sketches explored the category hierarchy, the relationship between browsing and search, and how the ordering flow should connect to resource management — before any visual decisions were made.

02 — Wireframing

Wireframes and grid alignment

Mid-fidelity wireframes validated the layout against the grid and tested different densities — ensuring the design held up across catalog sizes and screen widths before moving to high-fidelity.

Final Designs

Five core areas of the product were redesigned. Each decision was grounded in something we heard directly from users — not a designer preference.

01

Category View

The entry point to the catalog was redesigned around categories rather than a flat list of services. Customizable icons and color coding let teams visually organize by project or department — replacing an undifferentiated list that made every option look the same. This single change reduced the cognitive overhead of "where do I start?" that the research had flagged repeatedly.

Before

Category View — before

After

CMP category view — final design

02

Blueprint View

The service listing was rebuilt around a card grid with high-quality service icons. Filters were collapsed into a single unified control. Admin reporting was removed from the primary view entirely — it had no place in a developer-focused workflow. The result was a catalog that felt like a tool developers wanted to open, not one they were required to use.

CMP blueprint/service listing view — final design

03

Reorder

Customer interviews surfaced a consistent pattern: developers frequently ordered the same service configurations. We added a step at the start of the ordering flow that surfaces previous configurations — removing a significant source of repetitive friction. Within the first months of launch, 20% of all orders used this feature. It came directly from one research insight that no one had anticipated from the original brief.

Before

Reorder — before

After

CMP reorder configuration screen — final design

04

Resource Management

Admin feedback was unambiguous: the tab-based layout buried too much. The redesign moved to a split-panel model — surfacing status, parameters, and change history simultaneously without requiring navigation. Admins could now see the full picture of a resource at a glance, and drill into detail without losing context.

Before

Resource Management — before

After

CMP resource management panel view — final design

05

Admin Dashboard

One of the clearest gaps from customer interviews: admins had no visibility into how their platform was being used. The new dashboard gave them a live view of spending, service popularity, order volume, error rates, and customer traffic by cloud provider. It turned CMP from a tool users complained about into one they could defend — and promote — to their leadership.

CMP admin dashboard — final design
"Before this, I had no way to show my leadership what the platform was actually being used for. The new dashboard changed that conversation entirely."

IT Administrator, enterprise customer — post-launch

Reflection

What I Learned

The most important decision on this project was made before any design work started: insisting on research before opening Figma. The original brief was a visual update. The research reframed the problem as a product strategy problem — and that reframe was responsible for the outcomes.

Holding design, product, and research responsibilities simultaneously created real pressure — speed and coherence, but also the temptation to rationalize shortcuts when you control the whole process. I built in deliberate friction: writing down tradeoffs explicitly, sharing early work with people likely to disagree, and resisting the move to high-fidelity before structural decisions were genuinely settled.

The reorder feature was the clearest example of research paying off in ways nobody predicted from the original brief — it came from a single interview insight and became one of the most-used features in the redesigned product.

Next Project

02

Filter Consistency

Design Systems & Interaction