Designing 0–1 platform to help small medium businesses cut SaaS waste with AI automation

MY ROLE

Led AI UX strategy
Designed NLX(Natural language experience) flows
Designed 0-1 platform
Built design system

PROJECT TYPE

SaaS management
web app
AI agent

TEAM

1 CEO, 2 PM, 8 software engineers, 1 CMO

DURATION

May 2024 - present

IMPACT
-20%
Efficiency increase
+80%
Business customers
20+
Enterprise client
$900k
ARR
Background
38% SaaS spend are lost to poor visibility and fragmented tools.
Competitor Analysis
We aim to build a simplified, intuitive SaaS experience unlike legacy ITSM.
01
Technical interface
not usable for non-engineers
02
Long user flow
hard to set up
03
Limited AI interaction
Not intuitive and automate
User research
CIOs rely on surveys, emails, and spreadsheets — creating delays, errors, and zero real-time visibility.
user pain points
Fragmented data and manual process blocks visibility.
01
Time-consuming manual processes
02
Poor visibility of cost and usage
03
Struggle to find help
Problem reframe
How might we help CIOs unify fragmented SaaS data and optimize waste without adding manual overhead?
USER JOURNEY MAP
Automation opportunity in the data collection and gap analysis phase.
USER FLOW
User flow mapping: From Manual to Automated Tracking
Final Solution
We launched our MVP in July 2024 and it's keeping evolving.
Try FelixSphere now!
Application Management
Manual entry wastes time and prone to errors.

I designed application management to automatically detects and categorizes all apps.
Expense management
Hidden costs and underutilized subscriptions can lead to overspending.
‍
We provide centralized spend tracking with insightful analysis to help users make informed budgeting decisions.
AI Concierge - AI assistance along the way
Feeling stuck without assistance can be frustrating.

Felix AI is available 24/7, leveraging an internal knowledge base to speed up issue resolution,
dESIGN DEEP DIVE
Challenge 1 : Unify fragmented data
Design challenge
Challenge 1 : HMW automate app tracking process?

I started with designing the basic digital entry function - filling out forms and creating item lists, but manually inputting everything takes forever.

I worked with the dev team to integrate with SaaS APIs, allowing the system to auto-detect apps, categorize them, and sync updates.

Final solution
Challenge 2 : HMW design an AI agent that help user resolve issues?
AI Concierge - Felix Assistant

I intentionally designed the AI Concierge with a large conversational chatbot interface and guided prompts to create an inviting and intuitive experience. This approach encourages employees to freely ask questions and seek assistance without hesitation.

Ask felix for on demand assistance
Submit a ticket if issue not resolve

What if the user don't want to leave their current working platform and still want Felix assistance?

Felix Plugin is designed to assist users seamlessly while they work, allowing them to request help anytime. Additionally, we incorporated visual guidance to provide step-by-step support for a smoother experience.

Final solution
Reflection & Next Step
Always keep up with the technology development and drive renovative interaction.
Always go with MVP and iterate fast on top of that.
Always be mindful of the corner cases.