Fintech Angel-Funded Startup B2B SaaS End-to-End UX

Turning franchise financial chaos into real-time clarity

Client: Qvinci — Financial Intelligence Platform

Real-time
Financial visibility across all franchise locations — replacing month-late accountant reports
0→1
Complete product experience designed from scratch — every workflow, dashboard, and tool
HoursMins
Financial reporting time reduced from accountant-hours to self-serve minutes
Multi-tier
Experience designed for franchisees, franchisors, accountants, and administrators

Franchise owners were flying blind, and paying for it.

Running a franchise network is a financial visibility nightmare. Each location keeps its own books. Chart of accounts structures don't match between locations. The only way to understand how the business was actually performing was to hire an accountant, wait weeks, and receive a report about what happened twelve months ago.

Qvinci was building a platform to solve this: near-real-time financial consolidation and intelligence across every location in a franchise network. The technology existed. What didn't exist was a product experience that made it usable for the people who needed it most: franchise operators who weren't accountants, franchisors watching a network of locations, and the accountants who served them both.

The product needed to make complex multi-entity financial data feel simple, trustworthy, and actionable across four distinct user types with entirely different needs, mental models, and levels of financial literacy.

End-to-end product experience — every surface, every user.

I designed the entire Qvinci product from the ground up, not as a collection of screens, but as an interconnected system built around how different users think about financial performance.

  • Financial dashboards showing real-time KPIs, wellness indicators, and performance scores franchisees could act on without an accounting degree
  • Side-by-side location comparison tools enabling franchisors to identify at-risk locations before problems became losses
  • Industry vertical benchmarking so operators could see not just how they were doing, but how they compared to their peers
  • Standard chart of accounts mapping and administration workflows that automated the reconciliation nightmare across mismatched location books
  • Reporting suites and uploaders designed for accountants to service multiple clients efficiently
  • Alert and notification systems that surfaced critical financial signals without requiring users to actively monitor dashboards

Qvinci went from a technically powerful but unusable financial tool to a product that franchise operators, franchisors, and accountants actually wanted to use every day. Franchisees could see how their location was performing right now, not twelve months ago. Franchisors could identify struggling locations early enough to intervene. The platform that replaced billable accountant hours with self-serve financial clarity is still in market, serving hundreds of franchise organizations.

Second Case Study
Enterprise Fortune 10 Service Engineering Design Leadership

A $1M UX redesign that generated $700M in annual revenue

Client: General Motors — Customer Care & Aftersales

$700M
Estimated annual revenue impact from improved dealership throughput
6min
Saved per service job for every vehicle technician in the GM network
$1M
Project budget secured from CIO via prototype presentation
Measurable improvement in technician confidence and GM software satisfaction scores

Technicians were losing minutes on every job. Across a national dealer network, that added up to billions.

Vehicle service technicians at GM dealerships relied on a service engineering platform to diagnose problems, access repair procedures, and complete jobs accurately. The existing platform was difficult to navigate, slow to surface critical information, and created friction at every step of the service workflow.

The cost was invisible in aggregate, until you ran the numbers. Multiplied across thousands of technicians and millions of service jobs, time lost to poor UX translated directly to reduced dealership throughput, fewer vehicles serviced, lower parts revenue, and frustrated technicians who were losing confidence in GM's software.

The challenge wasn't technical. The data and procedures existed. The problem was that the interface made it hard to access the right information at the right moment in a high-pressure, time-sensitive service environment.

From prototype to $1M project approval, and measurable change at scale.

I led the redesign of the service engineering platform end-to-end, from research and workflow mapping through prototype development, stakeholder alignment, and launch.

  • Deep research into technician workflows, understanding how service jobs actually unfolded in the bay, not just how the software assumed they did
  • Redesigned information architecture that surfaced repair procedures, diagnostic data, and parts information in the sequence technicians needed them
  • Prototype development rigorous enough to present to the GM CIO, securing $1M in project commitment based on the UX case alone
  • Established design standards and benchmarks for UX across the Customer Care & Aftersales org, creating a repeatable framework for future product decisions
  • Built and mentored the UX design team that would own and maintain the platform post-launch
  • Developed data-driven design measurement tools (OKRs, designer progress metrics, and usability baselines) that made the impact of design decisions visible to leadership

The redesigned platform saved vehicle service technicians an average of 6 minutes per job, a number that, compounded across the national dealer network, equated to an estimated $700 million in annual revenue through increased dealership throughput and parts sales. Technician satisfaction with GM software improved measurably. The platform also established a design standards framework that continued to guide UX decisions across the organization after the project closed.

Your turn.

What would better UX
do for your numbers?

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