B2B SaaS  ·  AI Platform

Global Web Index.

Jan 2026-present

GWI was evolving from a traditional SaaS business towards an AI-powered, API-first platform. As the product offering expanded, the systems supporting enterprise customers needed to evolve too.

I led cross-functional discovery into GWI’s enterprise administration platform, designed GWI’s first customer-facing API/MCP usage dashboard, and contributed to wider billing discovery that helped shape the foundational work needed to support future consumption-based billing.

GWI API and MCP usage dashboard
Team
1× PM4× engineers (backend + frontend)1× Director of AI1× Director of Engineering
Role
User Research Internal Tools Systems thinking AI prototyping Information Architecture Workshop Facilitation
Overview

Impact snapshot

  • Delivered GWI’s first API/MCP usage dashboard, laying the groundwork for customer usage visibility.
  • Identified £36m in revenue misalignment between Salesforce and admin systems.
  • Exposed enterprise administration gaps, informing roadmap priorities for hierarchy, permissions and governance.
  • Connected usage, products and commercial models through billing discovery, helping shape foundational platform priorities.
  • Turned future-state concepts into testable Alpha workflows using Claude and Cursor.

The business was changing faster than the platform

GWI’s ambition was to grow Enterprise ARR to £50m within 24 months by expanding its AI product offering.

As the business evolved towards an AI-powered, API-first platform, its enterprise capabilities needed to evolve alongside it. Supporting this growth meant rethinking how enterprise customers managed their accounts, accessed products and interacted with the platform.

I joined to help modernise User Management. Before proposing solutions, I needed to understand how the existing platform worked, where it was falling short, and what would be needed to support the business’s next stage of growth.

GWI Admin Organisations screen: sidebar navigation, filter panel for id, name, Salesforce ID, bundles, tier, and a table of organisations with row actions.

Finding the problems behind the interface

I led cross-functional discovery across five teams, using stakeholder mapping, workshops and interviews to understand enterprise administration in practice, uncover manual processes, and map the dependencies between teams, systems and customer workflows.

Building a shared understanding before designing solutions

Stakeholder map: key players and ownership across teams.

01 — Who is involved?

Stakeholder mapping to understand the teams involved in enterprise administration and their relationships.

Discovery workshop whiteboard: org setup flow with team collaboration.

02 — How does it work today?

Workshops and interviews to explore existing processes, hand-offs and operational pain points.

Research themes and quotes board with four themes: Manual Effort, Lack of org structure and relationships, Human error, and Disconnected workflows in separate tools.

03 — Where are the opportunities?

Research synthesis to identify recurring themes, system dependencies and areas for improvement.

Research synthesis

Four problems holding back enterprise growth

  1. 01

    No organisational hierarchy

    2,600

    Organisations associated with one enterprise client.

  2. 02

    Manual administration

    24%

    Of Customer Success Intercom tickets related to seat-change requests.

  3. 03

    Invisible API/MCP usage

    80m

    API calls in one day without customer usage visibility.

  4. 04

    Access misaligned with contracts

    £36m

    Revenue associated with discrepancies between Salesforce sales records and admin-system provisioning.

Different audiences, different needs

Every decision had to balance enterprise customers, internal operational teams and the platform itself.

External

  • Account administrators Self-serve control over users and access.
  • API customers and developers Visibility into API/MCP usage.

Internal

  • Customer Success and Product Experience Less manual administration.
  • Account managers Better insight into customer usage.
  • Engineering and Product Scalable platform governance.

Four opportunity areas

  1. Build an enterprise operating model:

    create an organisational structure that reflects how enterprise customers buy, manage and delegate access.

  2. Enable self-service administration:

    allow enterprise administrators to manage users without relying on Customer Success.

  3. Make API/MCP usage visible:

    give customers a way to understand and monitor their usage.

  4. Align access with contracts:

    connect customer access and permissions to the commercial relationships that govern them.

Modelling the system before designing the interface

I used object-oriented UX to map organisations, users, permissions and products, creating a shared understanding of the platform’s underlying complexity and the gaps that needed addressing beyond the interface.

The model informed a longer-term vision for enterprise administration, including clearer organisational relationships, delegated access and more scalable governance.

OOUX object map: four cards defining Organisation (Parent), Organisation (Child), Team, and User, with anatomy tags, object relationships, and notes for each entity.

Concept, not a shipped product

From future state → Alpha

The roadmap pivot - we needed to deliver self-serve sooner

As priorities evolved, the focus shifted toward launching an Agentic Alpha product within ~two months,

Constraint

WorkOS migration limited enterprise hierarchy.

Decision for Alpha

Prioritise contained self-service.

  • Self-serve for the new product
  • Role-based access
  • User access management
  • API & MCP usage metering

Deferred, not dropped

Build later

  • Full redesign
  • Organisational hierarchy
  • Teams
  • Bundle roll-up

Before designing the interface, we agreed the rules.

Permission matrix

Capability Admin Member Internal
Invite users Allowed Not applicable Allowed
Remove users Allowed Not applicable Allowed
Change roles Allowed Not applicable Allowed
Assign admin Allowed Not applicable Allowed
Remove self Not allowed Not applicable Allowed
Change own role Not allowed Not applicable Allowed
  1. 01

    Protect organisations

    Always retain an administrator.

  2. 02

    Prevent lockout

    No self-removal or self-role changes.

  3. 03

    Support operations

    Separate internal permissions for GWI support teams.

  4. 04

    Separate admin from paid seats

    Administrator accounts remain unbound from paid seats.

Co-created with Product · Engineering · Design

Design

The Alpha experience focused on enabling core self-serve workflows while maintaining appropriate governance and ownership.

Invite users flow · currently in development.

Design iterations

Making role changes explicit

The original role-management design did not make role changes sufficiently clear. The revision made those changes more explicit and legible.

Change role dialog for Marcus Webb, with Make Admin and Make Member cards. Make Member is selected.
Edit role dialog for Jane Donald, with Admin and Member radio options. Admin is selected.

Making removal consequences clear

The original user-removal design did not make the consequences of removing a user clear. The revision made those consequences clearer.

Remove member dialog with a pink warning that this will revoke access, a checked confirmation, and a Confirm button.
Remove user dialog for jane.mcdonald@org.com, with an amber warning that this will revoke Octopus access only and that GWI platform access remains.

Giving enterprise customers visibility into API/MCP usage

As GWI expanded its API and MCP offering, customer-facing usage visibility became an important part of the wider platform experience. The usage dashboard needed to give customers clearer information without making them interpret unreliable or confusing data.

I designed GWI’s first customer-facing API/MCP usage dashboard around the questions customers needed to answer.

What customers needed to understand

  • Are we approaching our limits?
  • What caused a spike in usage?
  • How is our usage trending?
  • Who is consuming our shared allocation?
Shipped API dashboard

Turning customer questions into trustworthy reporting

Three design decisions shaped the reporting experience.

MCP connector usage screen: a line chart of MCP connector calls over time, and a table of MCP connector calls by user.

01

Separate API from MCP

The design separates API and MCP usage so customers can understand distinct consumption patterns.

02

Show meaningful usage

The reporting prioritises meaningful usage information rather than simply showing requested data.

03

Flexibility without a filter wall

The design provides flexibility without overwhelming customers with a wall of filters.

Bridging design and implementation

A further challenge was finding a charting pattern that worked across Figma and React.

I worked through the product use case, component design and implementation requirements to agree the chart behaviour, states and flexibility. This helped connect the design intent to a pattern that could be implemented consistently.

Recharts Simple Line Chart with purple pv and green uv lines from Page A to Page G, and the source code panel open underneath.
Line chart in React
Figma chart component spec: legend with six colour items, Y-axis label set to Usage, Y-axis line marked 0, X-axis with month, week and day ticks, and X-axis label options Month, Week and Day.
Figma components of line chart

The dashboard has been technically delivered but is undergoing usage-data QA before customer release. Customer adoption and commercial impact have not yet been established.

Connecting usage to the commercial model

The ambition: monetise API/MCP consumption.

Supporting consumption-based billing meant connecting usage data to products, organisations and commercial agreements across the platform.

Brought together Salesforce, Customer Success and Analytics to map dependencies and identify foundational gaps.

  • Salesforce
  • Customer Success
  • Analytics

Foundational work underway Foundational work on Salesforce mapping and organisational hierarchy is now underway.

Metronome data model linking ingest API events to billable metrics, a product catalog, a rate card, contracts, customers and invoices.

What’s next

Defining how we’ll measure
success

Success measures and instrumentation were defined with Analytics and Engineering during build. On rollout, we’ll use these to evaluate whether the new experiences deliver business, product and customer value.

01 - Self-serve

Reduce reliance on Customer Success for routine administration

Business

Fewer relevant support requests through Intercom

Product

Self-service adoptionKey admin tasks completed self-serve

Experience

Task successDrop-off and errors

02 - API & MCP

Give customers trustworthy visibility into their usage

Business

Fewer manual reporting requests through Intercom

Product

Usage dashboard adoptionReporting interactions

Experience

Usability of the key reporting tasksCan customers answer their core usage questions?

Measurement approach defined with Analytics; usability testing and product instrumentation would validate the experience once live.

Outcomes and impact

Delivered

Designed and built GWI’s first customer-facing API/MCP usage dashboard, now undergoing data QA before customer release.

Discovered

Identified £36m in revenue misalignment and around 500 hours of manual administration and support over six months.

Influenced

Helped shape priorities around organisational hierarchy, Salesforce mapping and the foundations for consumption-based billing.

Next steps

Foundational platform work for API billing and consumption is underway. Dashboard customer roll-out is planned.

Reflection: Connecting systems, teams and priorities

My takeaway

Enterprise problems rarely sit within one team or system. I flagged the organisational hierarchy issue early, but it took the API/MCP work for its wider impact to gain traction. I learned that solving these challenges means connecting the dots across systems, building shared understanding and helping the business prioritise the foundations needed for long-term growth.

More to explore.

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