Offer a direct route and an exploratory one
Search and role filters sit alongside a focused visual hierarchy. Large groups expand when needed.
People can look up a name or explore a branch without opening the full network.
Enterprise UX · Partner management · AI-assisted prototyping
Partner Network
Show the relationships. Keep the network manageable.
A financial-services partner platform needed to support quick lookup and deeper exploration of a multilevel network.
- Contribution
- UX design & interactive prototyping, single designer on a team.
- Period
- 2026
- Status
- Design delivered · Implementation in progress
- Delivered
- interaction design
- In progress
- implementation at last confirmation
- Anonymized
- interactive portfolio adaptation
The challenge
A flat directory could help people find a name, but hid the reporting structure. Showing the entire hierarchy created a different problem: too much information at once.
The design needed to support two tasks: find a known person, or explore a team and understand who belongs where. Large branches made that balance harder.
My role
I designed the partner-management experience and built an interactive prototype with AI assistance. Search, filters, navigation and add/edit states made the interaction available for hands-on review.
The decisions
Preserve the surrounding team
Focus transitions connect adjacent views; details open beside the chart.
Inspecting a person keeps the relationships that explain their place in view.
Explore the hierarchy.
Choose a person in the list, move into their team, or open their details from the chart. The prototype uses generated sample data and can be reset by reloading.
Open interactive prototype
The result
The design was delivered, with implementation in progress at the last confirmation. The prototype demonstrates the navigation approach; measured usability and operational impact remain to be established. Names, data and visual identity are adapted for this portfolio.
What I’d measure next
- Measure
- Successful person lookup and correct understanding of reporting lines.
- How
- Test known-person search and unfamiliar-branch exploration against the existing directory. Record completion, median time, wrong selections and backtracking, split by task and branch size.
- Check alongside it
- After navigation, ask users to identify the person’s manager and team to check that context was retained.