SEQUENCING THE
WORK SO IT
SHIPS IN THE
RIGHT ORDER

Design strategy is deciding what to build, for whom, and in what order, then making the case for it. I work upstream of the brief: phasing a platform revamp into shippable stages, mapping divergent persona needs, auditing the competitive landscape for opportunity, and shaping a connected product vision leadership can rally around. Four threads of that work follow.

Role
Lead Product Designer
Discipline
Roadmapping, persona strategy, competitive analysis, vision
Context
Enterprise B2B SaaS platform
Threads in this study
04
THREAD 01 / 04
Phased platform revamp
Multi-phase roadmap Scope & sequencing MVP definition Decision points
1 2 3 4 5 DISCOVERY → SCALE
Fig. — Built in phases
The problem

An aging platform area needed a full revamp spanning four major flows: campaign management, campaign creation, an asset manager, and asset creation. Rebuilding all of it at once was a non-starter. The work had to be sequenced so each stage shipped something usable and de-risked the next.

What I did

I built a phased roadmap: discovery and foundation first, then a core MVP, the asset manager, the creation flows, analytics, and a final polish-and-scale phase. Every phase carried explicit scope lines and a success criterion, with named decision points between them so we validated each stage before committing to the next.

Each phase ships something usable and clears risk for the one after it, with the MVP validated by beta users before we move on. Roadmap principle, phased rollout
6
Phases sequenced from discovery and MVP through polish and scale
4
Major flows brought into a single coordinated rollout plan
3
Named decision points to validate before committing the next phase
THREAD 02 / 04
Persona story mapping
Multi-persona needs User stories Prioritization Divergent requirements
PHASES 1 2 3 4 MKT DEV ADM STORY MAP
Fig. — Stories mapped by persona
The problem

The platform served several distinct personas, from hands-on marketers to designers to developers to enterprise administrators, and they wanted fundamentally different things. A one-size-fits-all roadmap risked building for an average user who didn't exist.

What I did

I mapped the work into user stories grouped by persona and by phase, written in the standard "as a, I want to, so that" form so the underlying need stayed explicit and prioritizable. That made the divergence visible: where personas overlapped, where they conflicted, and where a feature served one group at another's expense. I grounded the priorities in direct customer input, including a design partnership with a major media publisher who co-validated the direction, so every sequencing decision traced back to a real need.

Once you map the stories by persona, you can see exactly where their needs pull in different directions, and you stop building for an average user nobody is. Persona strategy, roadmap learning
5+
Distinct personas mapped, from marketers to developers to admins
8
Roadmap influences traced directly to customer input
100%
Of stories tied to a phase, keeping prioritization grounded in real needs
THREAD 03 / 04
Competitive landscape
Market audit Benchmark analysis Gap identification Opportunity mapping
US MARKET MAP
Fig. — Benchmarked against the market
The problem

Roadmap decisions were being made without a clear read on where the product stood against the market, so it was hard to tell a genuine opportunity from table stakes we were simply missing.

What I did

I audited the major players in the category, comparing how each handled the standards in this surface area, from dismissal behavior to template systems. I benchmarked our strongest internal pattern against them and against published industry rates, then turned the findings into concrete opportunity areas that fed straight into the roadmap. Engagement campaigns here were already clearing industry benchmarks on click-to-install and click-to-open, which set the bar the roadmap had to protect while it closed the gaps.

The gaps between what competitors offer and what we expose today are exactly where the roadmap's opportunities live. Competitive audit, opportunity framing
3
Direct competitors audited against the standards in this surface
2
Core engagement rates benchmarked above industry: click-to-install and click-to-open
100%
Of gaps converted into named roadmap opportunities
THREAD 04 / 04
Connected product vision
Modular system End-to-end narrative Leadership alignment GTM framing
SUGGEST SYNC MANAGE MEASURE
Fig. — Four parts, one loop
The problem

A set of planned capabilities read as a scattered feature list instead of a direction. Leadership and customers needed a story that connected them: why these pieces, why together, what they add up to.

What I did

I shaped a connected vision for a modular system where each capability stands on its own and composes into something larger: suggestion, syncing, management, and measurement as four parts of one end-to-end loop. The narrative made each module independently valuable while showing that together they give teams the full visibility and control they're otherwise cobbling together across separate tools. The roadmap read as a direction.

Four modules that each earn their place alone, and chain together into the end-to-end visibility and control most teams are still stitching together by hand. Product vision, modular system narrative
4
Modules framed as a single connected, end-to-end loop
1
End-to-end narrative leadership and customers could rally around
2
Audiences served by one story: internal alignment and customer GTM