Overview
Pulse, a B2B analytics startup, had powerful data hidden behind 40+ undifferentiated charts. Trial users never reached their "aha" moment. I restructured the product around three jobs — check health, explain change, share proof — and gave each a dedicated, calm surface.
Challenge
Every team had built its own charts with its own colours and labels. New users faced a wall of widgets with no hierarchy, and trial-to-paid conversion had stalled for two quarters.
Approach
Card-sorting with 20 users produced the new navigation; a visualisation system (one palette, six chart types, plain-language labels) unified every screen. A guided first-run setup gets new workspaces to their first insight in under five minutes.
Outcome
2×
Trial activation
6
Chart types, was 40+
5 min
To first insight