top of page
image.png

Salesforce
Trailhead Coach Authenticated 
Website Redesign

Trailhead's authenticated dashboard had the right data but the wrong story. Scattered goals, flat progress tracking, and no clear next step left users informed but not guided.

Enterprise SaaS

Interaction design

Dashboard design

Information hierarchy

image.png

CHALLENGE

Logged in. Now what?

The platform existed. Users were inside it. But the experience asked too much of them — too many places to look, too little sense of where they stood or what to do next. The Military Benefits Center, the Talent Alliance, and the goal-tracking tools — each felt like its own island. Nothing pulled the experience into a coherent whole.

image.png

BEFORE: NO CLEAR PATH

image.png

AFTER:AFTER: GUIDED

image.png

THE REDESIGN

From dashboard to destination

The original experience was organized around platform features. The redesign is organized around the user's goal — where am I, and what do I do next? The accordion progress system, simplified nav, and goal-first layout replaced a page that showed everything with one that showed what mattered.

BUILT TO SCALE

One system. Every page.

Five pages. One system. Cards, headers, CTAs, mascot moments — all designed once and extended without rework. New pages didn't require new thinking. They required the right pieces in the right order.

image.png

NOT STARTED

image.png

ACTIVE

image.png

COMPLETED

image.png

EXTENDED, NOT REPEATED

The system did the work.

When the Talent Alliance needed its own authenticated experience, the component library already had what it needed. No redesign. No patching. The system extended cleanly into new territory and stayed consistent without anyone having to enforce it.

OUTCOMES

From Scattered to Guided

It launched. It worked. The team loved it.

6

Authenticated
experiences
designed

2

Breakpoints per experience
(desktop + mobile)

+1

Engagement extended: client returned to expand the progress system

Design tradeoff

The accordion hid information behind a click. The bet was that one clear next step beats showing everything at once. It was the right call. But it wasn't a given.

image.png

MORE PROJECTS

image.png

Stakeholder Report · ESG Storytelling · Data Visualization

image.png

E-commerce · Website Redesign · UX + Visual Design

image.png

Enterprise SaaS · Self-Service UX · Experience Design

bottom of page