CASE Study

  • B2B and B2C SaaS users: Organization Owners, Workspace Admins, Members
  • ICP: Medium to Large companies various industries
    (identified by conducting user surveys and analyzing existing customer base)
  • Indirectly: Sales and support teams, needing clearer account management flows

Context and problem

The company was bringing several independently built SaaS products into one suite, but account, organization, workspace, and subscription experiences had evolved separately across different technical foundations.

This created fragmented cross-product journeys at exactly the point where the business wanted to sell the products as one connected suite. We needed a shared management layer that could give users a consistent account context while creating a foundation for future cross-product workflows.

Constraints

The initiative operated within several constraints, including legacy user account structures, existing SSO and subscription models, limited backend flexibility, and an accelerated timeline that had already been impacted.

To meet delivery expectations, the initial release was scoped as read-only MVP, enabling faster rollout while reducing technical risk.

Additionally, the solution needed to support multiple entry points across products and platforms, including both mobile and desktop environments.