I worked with Omar F. Managing Partner at Lifedata.ai, who leads a team dedicated to enhancing how businesses engage with their customers. Specialising in WhatsApp AI solutions, Lifedata.ai integrates with platforms like Salesforce and Microsoft Dynamics to streamline omnichannel communication. Their WhatsApp Data Platform allows businesses to leverage conversational commerce, enabling personalised customer experiences at scale. With a focus on real-time data and AI-assisted customer journeys Lifedata.ai provides the tools needed to elevate business performance.

In collaboration with a project manager and a UX/UI designer I led the effort to update Lifedata.ai's platform. Our goal was to maintain the platform's powerful AI capabilities while simplifying user interactions. I overhauled the navigation, developed analytics tools, and updated user flows to remove friction points, making the platform more intuitive and trustworthy for users.

Starting with heuristic evaluations to identify existing friction points, I restructured the platform’s navigation and refined the onboarding flow to be more intuitive. I validated these changes with tree testing to ensure each step in the user journey was logical. I used the Jobs-to-be-Done methodology to gain an understanding of user motivations and goals. This insight was translated into user personas. Next, I developed user scenarios to explore how these personas would navigate through the platform. This iterative process ensured that the final design was intuitive and aligned with user expectations.

I proceeded by creating low-fidelity wireframes that visualized user interactions across Lifedata.ai’s key features, including the Omni CRM and WhatsApp analytics modules. I also created wireframes that incorporated user feedback into the layout of key platform features such as the Omni CRM and Analytics dashboards. The goal was to present complex data sets in an accessible way, facilitating user interactions with Lifedata.ai’s advanced AI capabilities without overwhelming them. After main UX challenges were solved, I was tasked to update visual identity system for the platform and the website. Here are the results:

Balancing Lifedata.ai’s advanced AI functionalities with a more intuitive user experience was a rewarding challenge. By conducting thorough research, including tree testing and heuristic evaluations, I pinpointed areas that needed refinement. The redesigned navigation and improved user flows streamlined the platform while retaining its technical strength, allowing users to focus on what matters most—building customer relationships through efficient AI-powered interactions. By updating website and platform's visual identity I was able to align Lifedata's brand with the emotional response from it's users.