This case study shows how A Stronger Idea Design led senior UX and product design to improve usability, reduce errors, and scale a complex estate planning dashboard within a regulated financial environment.
Flowbird’s Urban Management Dashboard supports city teams responsible for monitoring, managing, and responding to complex urban mobility systems in real time. The platform needed to surface large volumes of operational data across multiple contexts while remaining usable under time pressure.
Existing interfaces made it difficult for operators to quickly understand system status, identify issues, and take action with confidence. The challenge was to improve clarity and decision support without oversimplifying critical operational detail or disrupting established workflows.
A Stronger Idea Design led UX and product design across the engagement, providing senior design leadership from discovery through execution.
The work was led by ASID’s founder and senior design lead, partnering closely with product, engineering, and compliance stakeholders to ensure design decisions balanced usability improvements with regulatory and operational requirements.
The engagement resulted in meaningful improvements across usability, efficiency, and platform scalability.
Key outcomes included:
Discovery combined stakeholder interviews, usability testing, and task analysis to surface friction points and workflow gaps. Competitive audits and product analysis guided strategic improvements, while card sorting refined navigation logic. A value-chain analysis ensured the solution aligned across all user roles: advisors, clients, and attorneys.
We used an iterative, user-centered approach to refine workflows and enhance usability. Task flows and low-fidelity designs helped validate concepts early, while prototyping and usability testing informed improvements. Final high-fidelity designs delivered a polished, intuitive experience aligned with user needs.
The redesigned UI organizes critical client profile and account status data into a clean four-column layout, allowing advisors and attorneys to scan, assess, and act with clarity and speed. By bringing the most relevant insights to the surface, the new interface reduces cognitive load and supports faster decision-making in high-stakes scenarios.
Key workflows were restructured to be more intuitive and goal-oriented. Users are now guided step-by-step through each process, with smart indicators showing progress and context for what’s next. This ensures that even legally complex tasks feel approachable and manageable, while reducing the chance of missteps.
Navigation was redesigned for efficiency, with key actions such as document access, asset management, and client portal entry nested within well-organized dropdowns. This streamlined experience, paired with strong brand integration and a modern visual system, not only improves usability but sets the foundation for future feature expansion without introducing friction.
We used animation purposefully to support hierarchy, draw attention to key actions, and create a more seamless user experience across the platform.
The redesigned platform earned strong user praise for its clarity and ease of use—driving increased client portal adoption and new account creation. A modular component library enabled future scalability, while streamlined workflows boosted efficiency for advisors and attorneys alike.
Driving performance, engagement, and scalable growth through thoughtful design execution
This project demonstrates A Stronger Idea Design’s ability to deliver high-impact UX and UI solutions through a strategic blend of design thinking, deep user research, and product-focused collaboration. Working closely with Estate Guru, we transformed a legacy product into a powerful, professional-grade tool ready for the future.
