LGCY Admin

Overview

Project Overview

LGCY Power’s internal teams relied on three separate admin portals to handle user management, company structure, and onboarding. Each system had different layouts, inconsistent branding, and bloated features that slowed down work.
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The LGCY Admin redesign unified these tools into one streamlined platform, cutting complexity and improving efficiency for employees across the organization.

Problem

Before LGCY Admin:

Employees had to juggle three separate portals to complete everyday tasks
Portals were slow, visually inconsistent, and had individual logins
Pages were very lengthy, requiring excessive scrolling
Many fields and features were unused or redundant
Critical tasks like onboarding new users or managing org structure were confusing and time-consuming

Sample pages from the original 3 portals

The VERY lengthy Rep Details page (tilt your head)

Goals

The redesign aimed to:

Unify three portals into one system

Streamline workflows by eliminating unnecessary fields

Enhance usability for all employee roles

Strengthen branding with consistent UI

Research & Process

Initial Research

To understand pain points and opportunities, I conducted:

USER INTERVIEWS 
Gathered feedback from managers, recruiters, and operations staff to determine top priorities
SYSTEM AUDITS
Identified overlaps and features that weren’t being used

Key Insights:

MAIN USERS IDENTIFIED
‍Main users included:
- Managers
- Sales Reps
- Accounting
- Operations
- Recruiters
FRUSTRATED USERS
Lengthy, scroll-heavy pages caused frustration and stressed cognitive load on users
WASTED TIME/ERRORS
Separate logins, as well as repetitive information across portals, wasted time and caused errors
LACKING OF HIERARCHY
The company organization portal lacked hierarchy views, forcing users to dig into each entity to see connections

Highlighted in red are all outdated fields on the Rep Details page

Design Process

To tackle the challenge of centralizing multiple admin tools into one platform, I took a structured and iterative approach:

1. Understand Content

I made sure to understand user-specific flows, and learn what all of the fields/content are in order to group/display them correctly

2. Researched information-dense layouts

Since the admin system needed to surface large amounts of data without overwhelming users, I researched common approaches for high-volume interfaces. This led to the use of tab structures and wizard-style flows, making navigation easier while keeping tasks organized.

3. Leveraged existing framework

I chose to base the design on Metronic by Keenthemes, a framework that our developers have worked with previously. This decision reduced development time, ensured consistency, and gave us a solid design foundation to build on.

4. Built wireframes and interactive prototypes

I created low-fidelity and mid-fidelity wireframes, followed by clickable prototypes. These allowed me to quickly visualize workflows, test navigation patterns, and demonstrate functionality before investing in full UI design.

5. Validated with user groups

I tested the prototypes with different user groups, each representing a unique workflow within the company. This step confirmed that all necessary fields and pages were included, and highlighted areas of confusion or inefficiency.

6. Iterated through multiple revisions

Based on feedback, I refined the layouts, adjusted field groupings, and clarified navigation. Several rounds of iteration ensured that the final design aligned with user needs and streamlined their workflows.

View Final Designs

Solutions

Through the steps listed above, the final LGCY Admin prototype addressed these challenges through:

Tabbed Layouts

Reorganized long detail pages into easy-to-navigate tabs, reducing scrolling and helping users find key info faster.

The redesigned Rep Details page, using a tabbed layout

View Rep Details in Prototype View Office Details in Prototype

Step-by-Step Wizards

Introduced guided workflows with progress indicators for tasks like onboarding new users, offices, or regions, making complex processes simple and intuitive.

The New Rep process, using a step-by-step wizard

View New Rep Wizard in Prototype

Org Chart Visualization

Visualized relationships between offices, divisions, and regions, replacing the old system where connections were hidden and users had to dig into each entity.

The Org Chart screen, with collapsible relationships and selectable teams

View Org Chart in Prototype

Unified Portal with Room to Grow

Instead of juggling three separate portals, we created a single system that brings all tools and workflows into one place. The platform is also flexible by design, making it easy for the team to add new features and pages as the company evolves.