Unifying customer data and workflows to help teams make faster decisions and take action from one place.
Valens is a leading field service management platform that helps service businesses streamline customer operations, equipment management, dispatching, invoicing, and payments. This project transformed a fragmented legacy customer experience into a unified Customer 360 Workspace. Beyond redesigning the interface, the work restructured information architecture, consolidated workflows across 10+ modules, and established a scalable design system to create a single source of truth for customer operations. .
| My Role: | |
|---|---|
| Product Design Lead (Solo Designer) — Led end-to-end UX strategy, Customer 360 redesign, information architecture, interaction design, and design system development. | |
| Team: | Timeline & Result: |
| 1 Designer (Solo), 2 developers, 1 PM, 2 Marketing & Sales | Tue. 2024 - Present (Launch in Q3 2026) |
Customer information is fragmented across 10+ modules and 25+ navigation tabs, requiring users to switch between systems to answer questions and complete everyday tasks. As customer accounts grow, large volumes of unstructured data make it difficult to find critical information, identify priorities, and take action efficiently..
By launching a new design system and redesigning the Customer 360 experience, we consolidated access across 10+ modules into a single workspace, creating a faster and more intuitive workflow for customer operations teams.
