All Work
Case Study · Trainual

Software & Tools

Turning software chaos into centralized clarity, a tracking system that served 150,000+ users and reshaped our integration roadmap.

Role
Product DesignerDiscovery · UX · UI · Prototyping
Duration
3 MonthsDiscovery → Launch
Company
TrainualIn-house · B2B SaaS
Platform
Web · DesktopSaaS
Software & Tools hero
150,000+Users served at launch
7,000+Unique tools documented
10,000+Clients documenting tools
4.3Avg tools documented per client
Background

About the project

Trainual customers were tracking their business software in spreadsheets, Google Docs, or not tracking it at all, leaving them with uncontrolled spend, redundant subscriptions, and new employees having no idea what tools they needed. After the CEO heard consistent feedback about this pain point, I was tasked with designing a complete tracking system from the ground up.

The opportunity was twofold: solve a real customer problem, and gather strategic intelligence on what software our customers actually use, data that could directly inform our integration roadmap.

Software and Tools hero

The Problem

Software chaos at scale

Most companies have no idea what software they're actually paying for. Trainual customers were managing their tech stacks through spreadsheets nobody updated, tribal knowledge that left with employees, or nothing at all.

  • Wasted money on duplicate subscriptions with no central visibility
  • New hires had no way to know what tools they needed or who owned them
  • Zero connection between the tools people used and the training that explained them
  • The system needed to scale to companies with 75+ tools and handle complex visibility rules

The Solution

A hub, not just a list

I was the sole designer working with a fully remote team, engineering in Ukraine and PM in the US. The 10-hour timezone difference meant heavy reliance on async communication through Loom, detailed Figma comments, and thorough documentation.

We conducted 6 customer interviews and Typeform surveys with 40+ users. 4 out of 6 interviewees mentioned trouble finding who to ask about tool access during onboarding. Ownership and visibility were the critical pain points.

Figma · DesignFigJam · WorkshoppingMiro · IdeationJira · TrackingLoom · Documentation

Process

Tiles vs. rows

The CEO's initial whiteboard sketch showed a tile-based UI, compact and visually appealing. But as I designed, it became clear tiles wouldn't scale. Users would need to click into every tile to see ownership, groups, or training links. For someone managing 30+ tools, that's inefficient.

I advocated for a row-based layout instead, aligned with Trainual's design principle: "Context over brevity." After seeing how rows surfaced ownership and training links without additional clicks, the CEO aligned immediately; the research made the decision clear.

CEO sketch Final list view

CEO sketch vs final list

Tool list v1
1 Initial concept
Tool list v2
2 Refined layout
Tool list v3
3 Final shipped design
Designing the system, not just the feature

Adding a new entity type to an existing product touches everything. I mapped Software & Tools across global search, user profiles, group pages, flowcharts, notifications, and navigation early in FigJam, creating a shared source of truth that prevented us from building something that felt bolted on.

Relationship diagram
Populated tool sidebar Unpopulated tool sidebar

Populated vs unpopulated tool views

Testing & Iteration

Round 1 usability testing deck — Dec 2024

Post-launch usability sessions and surveys surfaced that editing and replacing tools was buried in dropdown menus, and navigation positioning wasn't obvious. We added inline hover states for editing, making actions more discoverable without cluttering the interface.

New edit UX

New hover-state edit experience


Final Product

Shipped and adopted

Software populated view
Add tool Add owner Add content
Profile tools Group tools Flowchart integration

Results

Data-driven impact

150,000+
Users served across 10,000+ customers at launch
7,000+
Unique software entries created, real tools not duplicates
Slack #1
Analysis revealed Slack & Teams far more prevalent than anticipated, directly informing the integration roadmap
↑ Retention
When customers centralized their software stack in Trainual, switching cost increased significantly

Learnings

What I'd do differently

  • 1Advocate with evidence. Challenging the CEO's tile layout worked because I came with user research and prototypes, not just opinions.
  • 2Think in systems. Mapping how Software & Tools would integrate across Trainual prevented it from feeling tacked on.
  • 3I would have framed the dedicated detail page not as "more features" but as "room to grow," showing how the panel would constrain future additions would have made the tradeoff tangible.