Three recent engagements. The scope varies — the approach doesn't. Each project began with research, proceeded through strategy, and produced a documented outcome.
B2B fintech SaaS · Series B · 45 employees · 11-week engagement
Vantage had grown from a startup tool into an enterprise treasury platform over four years, but the brand hadn't kept pace. The identity — built internally in 2020 — communicated startup informality rather than the institutional reliability the product had developed. Enterprise buyers were confused about the company's category. The sales team reported losing deals at the first-impression stage, before the product had even been demonstrated.
We began with a strategy phase: six stakeholder interviews, a competitive audit of twelve fintech and enterprise SaaS brands, and three customer calls with Vantage's largest accounts. From this, we developed a new positioning framework that repositioned Vantage as a compliance-forward treasury intelligence platform — a significant departure from its original "cash management tool" framing, and one that much better reflected what the product had actually become.
B2B project management SaaS · Seed stage · 12 employees · 14-week engagement
Crestline had three distinct visual languages operating simultaneously — a marketing website built by a freelancer in 2022, a product UI built in-house over eighteen months, and a sales deck produced by a third agency. The inconsistency was costing them in enterprise evaluations, where procurement teams scrutinise vendor credibility. Trial-to-paid conversion was below industry benchmarks, and qualitative research pointed to confusion about where the product's core value was located.
We proposed a phased structure: establish the visual identity foundation first, apply it to a design system second, then to the marketing site. Each phase was validated against the previous before beginning. The design system was built as a set of Figma tokens that cascaded changes from brand level to component level — a pragmatic architecture for a small engineering team that couldn't afford to chase inconsistencies across the product.
B2B data analytics platform · Series A · 28 employees · 10-week engagement
Orion had built a technically sophisticated product — a real-time analytics platform for supply chain data — but couldn't communicate its value in under sixty seconds. The website opened with a dense paragraph of technical specification. Bounce rates were high. Qualified leads arrived almost exclusively through word-of-mouth and conference attendance, not through inbound digital channels. The product was better than the first impression suggested.
The core problem was architectural, not visual. We spent the first three weeks mapping information architecture before opening any design tool: identifying the three primary buyer types, defining what each needed to understand before taking a next step, and restructuring the site hierarchy around those distinct paths. The visual redesign followed directly from this structural work.
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