— Case study details have been adapted to comply with an NDA

Turning the Design System into operational intelligence for product and engineering

Created and implemented an internal dashboard to track the modernization of an enterprise SaaS platform, including refactored screens, remaining legacy interfaces, technical documentation, open tickets, and the operational impact of the Design System.

Role

Staff Product Designer

Period

2025 - 2026

Product

Enterprise SaaS (B2B)

Team

Product + Architecture

Metrics tracked

38.8% Modernization Coverage

The percentage of screens already refactored using the new Design System’s visual and technical foundation. Used to track modernization progress by module, squad, and screen status.

627 Screens Mapped

A consolidated inventory of product screens that provides a clear view of the platform’s actual footprint, highlights modernized, legacy, and hybrid screens, and identifies critical refactoring areas.

22% Storybook Coverage

The percentage of components with technical documentation in Storybook. Used to track Design System maturity, engineering autonomy, and documentation gaps.

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01 — Overview

From a visual library to a prioritization tool

The Design System and the standardization process had already created measurable value across the company by reducing rework, improving experience consistency, and supporting operational, financial, and governance gains in earlier initiatives. As the SaaS modernization expanded across modules and squads, a new need emerged: to measure that impact more clearly, understand which screens had already been refactored, which still relied on legacy foundations, and how the Design System could inform product, engineering, and roadmap decisions through data.


02 — Context

Modernizing a B2B SaaS platform takes more than building components

Perinity is a B2B SaaS platform for Governance, Risk, Compliance, and Audit, used by organizations with complex structures, multiple modules, critical workflows, and high operational demands. In this context, modernizing the product was not only about redesigning screens or building reusable components. It also required consistency, traceability, and predictability across a large product surface that had evolved over many years.

The Design System was already an important driver for reducing inconsistencies, bringing design and engineering closer together, and accelerating the product’s visual and technical evolution. But as refactoring progressed across different squads, it became increasingly difficult to answer basic questions with confidence:

  • How many screens had already been modernized?
  • Which modules still carried the most legacy work?
  • Which components were documented?
  • Which ones generated the most support tickets?
  • Was Storybook keeping pace with the product’s evolution?
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Homepage dashboard charts

03 — Problem

Modernization was moving forward, but the data was still fragmented

As modernization progressed, the challenge was no longer limited to building components or refactoring screens. The next step was gaining a clearer understanding of how that evolution was happening across the product and which signals should inform team decisions. The issue was that the relevant data lived across different tools, each with varying levels of access, freshness, and context.

Some signals came from Movidesk, including support tickets and recurring issues reported by customers, implementation teams, customer success, and partner consultancies. Other inputs came from GitLab, where Product Owners, QAs, and Tech Leads logged issues. The roadmap tracked planned priorities for the period, while Storybook was still being rolled out without clear progress indicators. PostHog helped surface usage behavior, and internal chat contained day-to-day decisions and team alignment.

In practice, there was enough information to better understand the SaaS platform’s evolution, but no layer capable of connecting it into a single, actionable view. Without it, insights remained fragmented by squad, tool, or function, making it harder to identify the most mature modules, screens still dependent on legacy foundations, high-friction components, documentation gaps, and the areas that should be prioritized first.

This revealed a broader need: an observability layer that could turn the Design System into a source of operational intelligence. The dashboard was created to connect data on screens, components, tickets, technical documentation, adoption levels, maturity, usage behavior, and integrations, giving the team a clearer view of product evolution.

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Information fragmented across systems

04 — My Role

Working across product, design, engineering, and applied AI

My role was to connect product, design, engineering, and data to turn an operational need into a functional dashboard. In addition to shaping the experience and defining the key metrics, I used AI within the design process to accelerate the creation of an interactive prototype, validate the solution logic faster, and reduce effort before involving engineering in the production build.

The goal was to create a tool that could support not only the design team, but also squads, Product Owners, Product Managers, and product and technology leaders in tracking modernization metrics, understanding bottlenecks, prioritizing refactoring efforts, and making data-informed decisions. My role therefore went beyond the interface. It also included defining metrics, organizing data sources, information modeling, and translating technical needs into a clear, actionable experience.

What differentiated my approach

The key differentiator was a hybrid approach that combined product thinking, complex systems design, technical fluency, and practical AI use. Rather than producing only a visual proposal, I built a functional prototype that was detailed enough to validate the product logic, simulate data flows, and surface decisions that would otherwise emerge later in implementation.

AI was not used as a superficial shortcut. It was part of a more structured process. With support from Claude and Spec-Driven Development (SDD), I broke the problem into smaller specifications, tested structural alternatives, reviewed information consistency, and moved the design closer to an implementation-ready model.

This approach increased speed without compromising judgment. It reduced rework, lowered the token cost of exploration, and improved delivery quality. AI served as a support layer for faster decision-making, while product direction, metric definition, and experience validation remained grounded in context, technical knowledge, and a clear understanding of team needs.


05 — Discovery & Insights

Lean discovery to understand what needed to be measured

Because the goal was to create an internal tool to support product, design, and engineering decisions, discovery was intentionally lean and pragmatic. The priority was not to validate whether the problem existed, since data fragmentation was already felt in day-to-day work. Instead, the focus was on understanding which metrics would actually help teams track SaaS modernization and the evolution of the Design System.

The research combined conversations with people involved in the process, analysis of how data had been tracked up to that point, and research into Design System metrics, modernization coverage, governance, technical documentation, and operational dashboards.

I also looked for existing spreadsheets, parallel tracking methods, and squad rituals used to monitor modernized screens, tickets, components, and documentation.

This process helped distinguish data that was merely available from data that could become a useful decision-making indicator. From there, the dashboard was designed as an evolving first version: starting with essential metrics and expanding as new sources, integrations, and needs emerged.

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Visual references
Key areas investigated
  • How modernization was tracked across squads and whether there was any consolidated view of refactored, legacy, or hybrid screens.
  • Which metrics would be useful day to day for designers, Product Owners, Product Managers, engineering, QA, and product and technology leadership to track product evolution.
  • How support tickets and technical issues could reveal component bottlenecks, visual inconsistencies, or recurring problems in legacy screens.
  • How to measure Design System maturity beyond component count, considering documentation, Storybook, testing, changelogs, examples, and ownership.
  • Which external references could help define a more consistent measurement framework for Design System adoption, documentation, and governance.

06 — Product Decisions & Solution

From AI-assisted exploration to a testable interactive prototype

The solution began as an investigation into how to turn fragmented Design System data into a practical tracking tool. Before moving into a final implementation, I chose to build an interactive prototype to simulate the dashboard experience, validate the metric logic, and make conversations with stakeholders more concrete. This step helped reduce ambiguity, align expectations, and guide the technical build with greater clarity.

To accelerate the process, I used Claude to support screen structure, mocked-data organization, interface state definition, and information architecture reviews. AI served as a productivity layer to explore alternatives, generate an initial structure, and surface inconsistencies early, without replacing product analysis, metric definition, or decision-making judgment.

The technology stack was also intentional. I used a lightweight foundation with PHP, Tailwind, Alpine.js, and Chart.js to build a navigable prototype that was close to a production implementation. This approach also reduced the cost of AI-assisted exploration, since work with Claude could stay focused: rather than prompting for generic screens, I could work on specific blocks, reuse patterns, fix isolated sections, and evolve the product through smaller iterations.

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Prompt structure and token-efficiency techniques
Functional prototype as a bridge between validation and implementation

After the initial structure was in place, the dashboard was built with mocked data to simulate realistic usage scenarios and validate whether the information made sense for different audiences: design, engineering, Product Owners, Product Managers, squads, and product and technology leadership.

The goal was to create a sufficiently functional version to test data readability, discuss priorities, and refine the dashboard logic before turning the proposal into a technical backlog. For that reason, the first screens prioritized were the ones most likely to create rapid alignment around the state of modernization.

Página Visão Geral
Dashboard overview screen
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Adoption and Coverage screen
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Ticket Management screen
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Component Group Detail screen
The implemented solution

It was an internal Design System tracking dashboard designed to serve as an operational lens for SaaS modernization. Rather than looking only at the component library, the dashboard connects data from screens, modules, tickets, Storybook, technical maturity, and integrations to support faster, better-informed decisions.

The interactive prototype helped validate the solution structure before implementation, align expectations across teams, and reduce uncertainty around what needed to be built. For this case study, it also served as the adapted foundation for a public presentation, preserving the dashboard logic without exposing sensitive information.


07 — Technical Validation & Impact

Validating the solution before implementation

Validation also helped distinguish what belonged in the dashboard’s first release from what could evolve later, preventing the tool from becoming too large or difficult to maintain from the start.

The biggest impact was reducing uncertainty around what needed to be built. Rather than starting from a conceptual idea alone, the team had a navigable product model with screens, metrics, filters, and data relationships. This made technical discussions more concrete, accelerated cross-functional alignment, and created a clearer foundation for turning the dashboard into an internal product.


08 — Learnings

A Design System should also be measured as a product

One of the main lessons was that a Design System should not be evaluated only by the number of components created or the visual consistency it delivers. In an enterprise product, it also needs to be measured by its ability to reduce friction, support refactoring, inform technical decisions, and provide better visibility into the SaaS platform’s evolution.

Another important lesson was refining how I apply AI within the product and design process. Instead of using Claude only to generate screens or speed up isolated tasks, I combined Spec-Driven Development (SDD), context-structuring techniques, technical fluency, and supporting tools to make AI part of a more controlled, iterative, and reliable workflow.

By breaking the problem into smaller specifications, running short validation cycles, reusing established patterns, and providing more focused context to the AI, I reduced rework, lowered the token cost of exploration, and reached a functional prototype faster, closer to implementation logic. This made AI use less generic and more connected to the product reality, the technology stack, and the decisions that needed validation.