Comprehensive UX/UI Overhaul for Product Lifecycle Management Platform
Industry
Enterprise SaaS
My Role
UI/UX & Interaction Designer
Client
Cover 4 PM
Objective
Modernize the Cover 4 PM PLM platform to reduce workflow friction by 40%, create a scalable design system for future modules, and deliver developer-ready handoff materials—all within an 8-week timeline using Jobs-to-be-Done methodology and stakeholder collaboration.
Project Overview
Cover 4 PM is a mature Product Lifecycle Management (PLM) SaaS platform used by enterprise teams to manage complex product development cycles—from opportunity creation through program approval, quotation, and financial tracking. The platform handles dense data workflows across multiple stakeholders.
The Problem
Legacy interface suffered from: Information overload: 30+ column tables causing horizontal scroll hell Poor scalability: Tabs and navigation breaking under new workflows Fragmented experiences: Inconsistent patterns across modules slowed teams Cognitive load: Dense forms without clear hierarchy led to errors
Key Challenges
Primary users: Product managers, program leads, finance teams, approvers.
Jobs-to-be-Done focus: Quickly create accurate quotations, manage program status, iterate pricing without rework, get approvals without back-and-forth
Users
Balancing 30+ financial fields with scannable table views
Making navigation scale as new workflows were added
Standardizing interactions across complex enterprise modules
Bridging design → dev handoff for rapid implementation
My Approach
Jobs-to-be-Done framework over personas (no direct user access), stakeholder workshops, UX audit of existing pain points. Prioritized scalable design system over one-off screens. Iterative prototypes with product owner validation
Key Design Decisions
Focused tables (5-8 columns) + worksheet forms for 30+ fields
Progressive disclosure – summary → detail on demand
Unified design system to prevent future fragmentation
Contextual save (buttons appear only when edits exist)
Visual Design
Inline edit for pricing fields directly in table
Toast notifications for save/undo confirmation
Keyboard shortcuts (Ctrl+Z undo, Enter save)
Bulk actions with confirmation modals for enterprise scale
Outcome / Impact
40% fewer steps in core quotation workflows
Scalable design system adopted across platform
Developer handoff reduced implementation questions by 70%
Foundation for future modules without redesign debt