B2B SaaS  ·  AI Platform Responsive design

Global Web Index.

Jan 2026-present

GWI was evolving from a service-led operating model toward enterprise self-serve AI, supporting clients including Meta, Amazon and Omnicom.

As adoption grew, fragmented permissions, user management workflows and operational processes created increasing complexity across the platform. Critical tasks still relied on internal teams, limiting scalability and slowing the transition to self-serve.

I led discovery, workshops, system modelling and prototyping to align teams around a shared direction and define the governance foundations for scalable enterprise self-serve AI.

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

  • Aligned Product, Engineering, and AI teams around a shared operational model for enterprise self-serve AI
  • Influenced roadmap priorities around hierarchy, permissions, and governance
  • Uncovered operational dependencies across systems supporting £36m of enterprise revenue
  • Turned future-state concepts into testable Alpha workflows through rapid prototyping with Figma Make and Cursor
The challenge

Questions nobody could answer confidently

When I joined, there were fundamental questions nobody could answer confidently:

  • Why had certain features been built?
  • What assumptions had actually been validated?
  • Who were the primary users?
  • How did systems connect behind the scenes?

Over time, workflows had evolved across multiple teams and codebases, creating complexity that lived largely in people’s heads.

Before designing new experiences, I needed to understand the system itself.

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

Current Organisations management in GWI Admin: the operational surface before hierarchy and access foundations were prioritised.

Before designing anything, the priority was to create clarity.

Discovery

Building a shared understanding

I worked across Product, Engineering, Customer Success, Legal, Analytics and AI teams to understand how enterprise user management operated in practice.

Through workshops, interviews and stakeholder mapping, I created a shared view of the ecosystem and surfaced previously hidden dependencies.

Discovery artefacts

Stakeholder map: key players and ownership across teams.

Stakeholder mapping

Who owned which workflows, who needed to be involved and who needed to be informed.

Workshop board mapping direct and indirect users of admin across teams.

Proto-persona workshop

Lightweight profiles to give us direction on information to validate with users.

Discovery workshop whiteboard: org setup flow with team collaboration.

Interviews

13 interviews across RevOps, Enterprise CS, Product, Engineering, AI, and Legal.

Service map: tools, teams, and handoffs across admin and operations.

Service mapping

How work moved between systems and owners.

User feedback
“A lot of it lives in our heads.”
Product Experience Manager GWI
Insight

Mapping a fragmented ecosystem

Research revealed that enterprise customers had evolved organisational structures, ownership models and access requirements that weren't represented within the product.

Organisations, teams and users lacked clear relationships

Access and permissions relied on operational workarounds

Critical workflows depended on manual intervention

Impact

Business impact

The operational model created significant overhead across the business, making self-serve increasingly difficult to scale.

  1. ~500 Hours spent on admin support in six months
  2. £36m Enterprise revenue affected by operational dependencies
  3. 100% Manual user-management changes
Defining the foundations

Modelling the system before designing the interface

Many of the challenges weren’t caused by interface design.

They stemmed from unclear relationships between organisations, users, permissions and access models.

To create a shared language across teams, I mapped the entities and relationships underpinning future self-serve experiences.

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

Future vision

Future admin system, rapidly imagined with AI tools

  • Parent–child hierarchy — a clear roll-up view of accounts
  • A way to view and manage seat capacity
  • An overview of users and access within organisations
  • A way to track subscriptions to spot opportunities for engagement and reduce churn
The Pivot

From future-state vision to Alpha reality

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

Rather than delivering the entire future-state vision, I identified the minimum governance foundations needed to support safe self-serve experiences.

In scope

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

Out of scope

  • Full system redesign
  • Enterprise-grade organisational modelling
  • Backend-heavy dependencies

Design

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

Invite users flow · currently in development.

Governance for AI

Balancing safety with simplicity

As AI capabilities expanded, governance became increasingly important.

I explored multiple approaches to permissions and guardrails, balancing flexibility, usability and implementation complexity.

Ideation

Audiences page: single table of audiences created in Octopus with name, dataset, owner, and dates.

Idea 1

Audiences created and managed entirely within Octopus.

Select audience modal with Recommended and Approved badges on audience rows.

Idea 2

Soft guardrails: Recommended and Approved labels to guide selection without blocking access.

Audiences page split into Audience library and All audiences with add and remove actions.

Idea 3

Separate library and catalogue views with explicit add and remove from library.

Final direction

Audiences page: Available in Octopus shared list and Your audiences with Share to Octopus toggles.
Share toggles on your audiences; shared audiences visible org-wide in Octopus.
Select audience modal with info banner: you can only select from shared audiences.
Hard guardrail in chat: selection limited to organisation-shared audiences only.

Using AI to move faster

AI tools were used to support speed and understanding:

  • Rovo AI (Atlassian) To uncover buried engineering decisions
  • Secoda AI To understand gaps between systems and business costs
  • ChatGPT Create an agent to store research artefacts and synthesise findings
  • Figma Make Quick ideation and concepts
  • Cursor To build prototypes with Figma MCP and push to repo

Developing a design system that’s not just good for humans but good for machines.

Alongside those tools, I worked with the design team to evolve a staging design system as the foundation for a future product-wide rollout, so we could move fast prototyping with AI. This involved structuring tokens and components in a way that was readable by AI agents and linking to documentation and guidelines.

GWI design system in Figma: Alert component with Default, Warning, Error, and Success variants, layout specs, and property controls.
Staging Design System

Tokens · variants · components

Outcome

Establishing a foundation for scalable self-serve

  • Turned fragmented workflows and assumptions into a shared operational model
  • Influenced roadmap priorities around access management, governance and organisational structure
  • Defined the foundations for enterprise self-serve user management and permissions
  • Delivered and validated Alpha workflows for user management and access control, now in development
  • Shaped future thinking around API/MCP access, usage visibility and governance
API and MCP usage dashboard in progress: usage over time chart, MCP connectors, API token management, and usage by user table.
Work in progress · API/MCP usage and metering
Reflection

Designing systems, not just interfaces

This project went beyond designing screens. It focused on:

  • Creating clarity in a complex system
  • Balancing long-term architecture with short-term delivery
  • Aligning teams with different priorities

The work is ongoing, but it established a strong foundation for scaling GWI’s platform.

More to explore.

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