Case Study: Redesigning Navigation for a Global SaaS Enterprise Platform

Background

Project
Global Navigation Redesign

Tools: Figma, HotJar, Jira, Confluence

Role
Product Designer at The Myers-Briggs Company

Year
2024 – 2025

Over years of iterative updates, our enterprise SaaS platform’s navigation had become bloated and disorganized. Key features were buried beneath multiple layers, and some remained undiscovered by users entirely. As we prepared for a global rollout, it became evident that the existing navigation also failed to support internationalization. Translated content regularly broke the UI due to character length issues, and the legacy tech stack further limited flexibility.

Recognizing a shared opportunity, product, design, and engineering aligned around a front-end rebuild. I leveraged this momentum to advocate for a full redesign of the navigation—ensuring the new system would be scalable, intuitive, and optimized for our evolving user base.

Impact
  • Reduced depth of navigation and surface critical features.
  • Improved internationalization support across key breakpoints.
  • Created a flexible, responsive navigation system that scales with future IA updates.
  • Aligned design, development, and support around a shared vision for usability and scalability.
The Opportunity

Create a simplified, scalable navigation system that reduces cognitive load, improves discoverability, and supports internationalization—without disrupting existing workflows during rollout.

Scope & Constraints

To stay within a tight timeline and avoid re-triggering translation workflows, we agreed to retain 1:1 parity with existing page labels and structure in Phase 1. This allowed us to focus on improving the interaction model and layout, while postponing label changes until a later phase.

Discovery & Assessment

I audited the current site architecture and identified key usability concerns:

  • Some areas were buried under 4+ levels of nested tabs.
  • Critical content appeared below the fold, especially in high-frequency workflows.
  • Translated content routinely broke components, especially in the navigation.

I compiled all breakpoints and usability pain points, and mapped them as key areas for improvement in the redesign

Screenshot of The Myers-Briggs Company's project dashboard, displaying project details, status updates, and options to manage surveys and reports.
Navigation breaking on translation.

I partnered with our Senior Technical Support Advisor to uncover high-value pages and features users consistently overlooked. Her frontline insights helped identify specific workflows and pain points where navigation improvements could drive measurable impact.

Screenshot of a project management interface for the Myers-Briggs Company, displaying options to manage respondents and download reports, with sections for filtering and searching respondents.
Some navigation is hidden under the “I want to…” menu, again after many levels of tabs.

I also conducted competitive research, focusing on redesign efforts from companies like Atlassian. Their experiences, such as introducing abrupt changes that prompted customer backlash, reinforced the importance of maintaining familiar patterns where possible while delivering meaningful improvements.

User Research

Using Hotjar, I analyzed heatmaps of our most visited pages to observe how users interacted with current navigation. I then reviewed a targeted survey to capture user goals and frustrations. This combination of behavioral and self-reported data helped validate assumptions and uncover gaps in the current experience.

A screenshot of a project management dashboard from The Myers-Briggs Company, featuring a list of open projects with their respective statuses and options for downloading reports.
Bar chart displaying survey responses about how users find projects, with 71% indicating they look for the project title, 17% looking to see who is in the project, and 9% looking for the report they added.
Exploration & Iteration

The original navigation buried key pages under multiple layers—sometimes 3 to 4 levels deep—making it difficult for users to know where to go or even realize certain features existed. With the flexibility of the new menu structure, I was able to flatten the top levels of the information architecture, reducing unnecessary hierarchy and surfacing high-priority pages directly in the main navigation. This made key workflows more accessible and significantly improved wayfinding across the product.

Flowchart illustrating the original structure of the dashboard navigation for a SaaS platform, including sections for projects, reports, inventory, resources, and catalog.
A flowchart illustrating the updated navigation structure for a global SaaS enterprise platform, including sections for Projects, Inventory, Myers-Briggs App, and Catalog.

To rapidly prototype, I explored a variety of menu components from the Figma Community and experimented with different layout structures. Explorations also included the mobile version of menus, as the legacy platform was not responsively designed. I focused on building a flexible navigation model that could be easily scaled and integrated into our evolving design system.

I presented three early design directions to key stakeholders in engineering and customer support. Their input helped assess technical feasibility, long-term maintainability, and customer impact. We narrowed it down to two strong contenders:

A left-hand vertical navigation for better scalability and grouping.
A combo horizontal top navigation with contextual left-hand navigation, similar to the existing system (low learning curve).

Wireframes depicting various navigation designs for mobile devices, showcasing horizontal and vertical layouts intended for improved user experience in a SaaS platform.

Initially, we leaned toward a wide left-hand nav to support deeper structures. However, engineering later confirmed that body content updates would lag behind navigation updates thus creating layout conflicts with a persistent sidebar.

To accommodate this, I proposed a responsive, collapsible left-hand navigation:

  • Expandable with full labels.
  • Collapsible to icons only for more screen space.
  • Hover or click-based sub-menu access for quicker workflows.

This approach provided flexibility, improved visibility of key pages, and allowed power users to personalize their workspace.

A redesigned navigation sidebar for The Myers-Briggs Company SaaS platform, featuring a collapsible menu with sections for projects, teams, inventory, and user actions, on a gray background.
Validation & Handoff

In final customer interviews, users confirmed that the revised navigation would better support their workflows and reduce confusion. I created high-fidelity mockups, interactive prototypes, and detailed specifications for the development team. The design was added to the dev backlog and prioritized for the front-end rebuild.

A user interface screenshot from The Myers-Briggs Company showing the 'Open Projects' section with a sidebar navigation, listing active projects with status updates and actions.
Outcome & Impact

✅ Reduced depth of navigation and surface critical features.
✅ Improved internationalization support across key breakpoints.
✅Created a flexible, responsive navigation system that scales with future IA updates.
✅Aligned design, development, and support around a shared vision for usability and scalability.