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Case Study · Enterprise SaaS

Campus Engagement Platform

Designing an entire higher-education platform end to end — from the sales pipeline that sells it to the dashboard a student opens between classes. 11 modules, 4 audiences, one designer, ~6 months.

Role: Sole / Lead Product Designer Timeline: 6+ months Scope: 11 modules · 4 audiences Platform: Web + Mobile Web

🔒 Under NDA — company & client branding in these screens is placeholder and will be redacted. This study shows the design work and the thinking behind it.

Student dashboard — holds, schedule, tasks, balance and quick links in one view
Problem

A Panel Everyone Worked Around

The existing platform had drifted into the classic campus-software failure: an admin panel IT tolerated and a student experience students ignored. The brief wasn't "make it prettier" — it was a list of things actively breaking for four different kinds of user.

Not Engaging

It looked and felt like enterprise software from a decade ago. Students didn't open it — and a campus platform students don't open is just an expensive database.

Modules Missing

Whole jobs the four audiences needed to do simply weren't there, or were half-built — gaps that pushed work back onto support and manual workarounds.

Role & Access Issues

Permissions were a known pain point. In a system where a wrong permission means a student sees another student's data, that isn't cosmetic — it's trust.

Layout Breaks on Mobile

The panel fell apart the moment you turned a phone sideways. On a campus, phones are where most of the audience actually lives.

Goals & Success Criteria

What "Better" Actually Had to Mean

Not a feature checklist — a definition of what a fixed platform would have to deliver for each of the four people who depend on it.

A student experience worth opening
Answer a student's real questions — holds, dues, schedule — before they go looking, and give them a reason to come back.
Complete the module set
Close every gap across the lifecycle — self-serve sales, CRM, provisioning, admin config, and the student product — as one connected system.
Access an admin can trust
A permission model powerful enough for a real campus, yet legible enough that a tired IT admin can't misconfigure it by accident.
Leads that are easy to generate & track
A pipeline where a university can self-serve into an account and staff can move and track it without anything falling through the cracks.
Responsive & accessible by default
Hold its shape across laptop, tablet and mobile, with dark and lite modes and accessibility built into the components — not bolted on later.
Audiences

One Product, Four Very Different Chairs

The "user" here isn't one person — it's four, pulling the design in four directions. A tool that delights the student can be a nightmare for the admin. Designing for all four, inside one product, was the whole job.

PR
The Prospect
Decision-maker · evaluating the buy

"I want to see the product, the price, and the contract myself — not sit through five sales calls to get there."

Wants
  • Self-serve evaluation, on their own time
  • Clear pricing and a demo without friction
CS
The Sales / CS Rep
Internal team · runs the pipeline

"I'm managing hundreds of universities at once. I need to see exactly where each one is and move it forward — fast."

Wants
  • A dense, scannable pipeline with real filters
  • Quote and contract, tracked in one place
AD
The Campus Admin
Often IT · configures everything

"I have to set who can do what across 40,000 people. One wrong permission and someone sees data they shouldn't."

Wants
  • Powerful roles that are safe to operate
  • Control over navigation, branding and SSO
ST
The Student
End user · doesn't care how it's built

"I just want to know what I owe, what's due, and where my next class is — on my phone, in ten seconds."

Wants
  • Answers up front, not a menu to dig through
  • Something worth opening more than once a week
System Overview

Eleven Modules, One Lifecycle

The modules aren't a list — they're a relay. A university flows from a lead in a rep's pipeline, to a provisioned tenant, to a configured campus, to a student opening a dashboard. Six of the key surfaces:

Lead pipeline / CRM
Sales
Lead Portal / CRM

A Lead → Opportunity → Quote → Order pipeline with filters, assignment and a full lead-detail workspace.

Self-serve signup / marketing entry
GTM
Self-Serve Signup

A 5-step tracker that lets a university register, book a demo, review pricing and sign — with no call required.

Tenant listing / provisioning
Provisioning
Tenant Onboarding

A 4-step wizard that stands up a brand-new university tenant — package, add-ons, usage and multi-year term.

Roles & permissions listing
Access
Roles & Permissions

640+ roles made legible — split into who, what and to-whom, with a learnable verb-object-scope grammar.

Student dashboard — dark mode
Student
Dashboard & Themes

A briefing, not a menu — holds, tasks, classes and quick links, with full dark and lite modes.

Connect social feed
Engagement
Connect + AI Assistant

A campus social layer plus a conversational assistant that deflects routine aid, registration and IT questions.

Design Decision

One Journey, Designed From Both Sides

Sales pipeline with staged filters — the internal face of the same journey the prospect self-serves through
Design Decision

Why one state machine, not two products?

The sales pipeline and the prospect's self-serve signup are the same journey seen from opposite sides of the table. The easy version ships a CRM and a separate marketing funnel and lets them drift. I tied both to a single shared state machine instead.

  • Same eight stages, two front ends — dense and scannable for the rep, calm and reassuring for the buyer.
  • "Publish" is the only bridge — no "let me email you the latest version"; the latest version is the one on the portal.
  • A status can never say two things — the two people who care most always see the same truth.
  • Opposite density targets, one model — the real work was serving both without forking the data.
Feature Breakdown

Four Surfaces, One Design Language

Feature 01 / 04

Lead-to-Contract CRM

A pipeline that lets a small internal team move hundreds of universities from first touch to signed contract.

  • Segmented Lead / Opportunity / Quote / Order stages with real filters
  • Lead detail: requirements, demo, a multi-year quote builder, and contract
CRM lead detail with contacts and stage
Role permissions with per-category view/create/edit/delete scopes
Feature 02 / 04

Roles & Permissions

640+ roles turned from a wall of checkboxes into three calm tabs and one repeatable grammar.

  • Split into who (details), what (permissions), to whom (users & groups)
  • A verb · object · scope grammar — own / a category / all — learnable once
Feature 03 / 04

The Student Dashboard

A briefing that answers the student's real questions before they go looking — the module that makes the platform worth opening.

  • Holds and dues surfaced first, not buried
  • Schedule with check-in, tasks, balance, rewards and quick links in one view
Student dashboard across a laptop frame
Tenant onboarding wizard step
Feature 04 / 04

Tenant Onboarding

A 4-step wizard that turns a signed contract into a live, configured university tenant — the handoff where a clumsy design would leak.

  • Details → contacts → package → term, one decision at a time
  • View / edit modes with unsaved-change guards on every step
Cross-Device & Accessibility

The Same Product, Every Screen

Students live on phones, so the layout couldn't just "not break" — it had to hold its shape. The dashboard, feed and AI assistant all reflow for mobile web, with dark and lite modes for real-world devices and connectivity.

Mobile dashboard
Mobile dashboard — rewards & quick links
Mobile navigation
Mobile student dashboard full page
Mobile AI assistant chat
Mobile landing
Accessibility decision

The branding module ships a built-in WCAG contrast checker — when an admin picks the campus's brand colors, it tells them whether the combination passes before they publish. Accessibility becomes a guardrail enforced at the moment colors are chosen, not a hope.

Lifecycle Flow

From Lead to Lecture Hall

The full relay — the same university, handed cleanly from one module (and one audience) to the next.

1
Self-Serve Signup
Register, book a demo, review pricing
2
Sales Pipeline
Quote & contract in the CRM
3
Provision Tenant
4-step onboarding wizard
The critical handoff
4
Admin Configures
Roles, nav, branding, SSO
5
Students Go Live
Dashboard, Connect, assistant
The product, in hand
Edge Cases & Empty States

Where a System Earns Trust

Four audiences means four times the edge cases. These are the moments where trust either gets built or quietly breaks.

No results for filters

640 leads or 640 roles, filtered to zero.

A clear reset action is always offered — never a dead end.

Destructive actions

Deleting a lead, a role, or a nav section.

The same confirmation pattern everywhere — learn it once, trust it everywhere.

Unsaved changes

Leaving a half-finished role or tenant step.

"Save changes?" guards every multi-step flow before work is lost.

First-time empty state

A brand-new tenant with no roles, no users yet.

New admins see what a feature does before being asked to configure it.

Login & OTP errors

Wrong code, expired code, unregistered email.

Every error says what went wrong and how to fix it — with a resend timer.

System vs custom roles

Editing a role that shouldn't be edited.

System roles are always visibly marked, so no one changes one by mistake.

Analytics & Reporting

Insight That Points to an Action

Analytics dashboard with usage and an at-risk students table
Insight

Designed for the operator, not the analyst

An admin checking cohort health doesn't have time to cross-reference a report. Every element answers one test: does this tell them what to do next?

Design decision

The at-risk students view pairs each flagged cohort with a plain-language reason and a recommended next step — so the operator sees where to act, not just what happened.

Impact

The Shape of What Shipped

Under NDA I can't share the client's numbers, and I won't invent a "+37% engagement." So these are scope facts, not outcome percentages — an honest picture of what one designer delivered end to end.

0
Connected Modules
Designed as one lifecycle, not eleven silos.
0
Distinct Audiences
Prospect, staff, admin, and student — one system.
0
Scratch to Delivery
Sole / lead designer across the whole surface.

What changed, plainly: the platform went from a panel people worked around to one coherent, responsive system that gives each of its four audiences a job that's actually doable — sell it, provision it, administer it, and study inside it. The numbers I'd instrument first are student weekly-active rate, admin time-to-configure a tenant, and self-serve lead-to-demo conversion — one for each half of the bet.

About the designer

I make data-heavy products clear and trustworthy.

I'm Ankur Bhatt — a product designer with 13+ years across B2B SaaS, logistics, e-commerce, and AI-driven tools. I build design systems and turn dense, high-stakes screens into interfaces people can operate under pressure.

I started in graphics, moved through web and three years of production frontend, then into product — so I read a decision from four sides at once: what to build, how it's built, what's right for the user, and what the business needs. On this project, that meant designing an entire platform's surface — sales, provisioning, admin, and the student app — as one system, alone, in about six months.

If you're building something data-heavy and want it to feel clear — let's talk.

Open to Senior / Lead Product Design roles — Delhi NCR, Remote, or Hybrid.

ANKUR BHATT