B2B Web  ·  Gov / Public Sector

The Planning
Inspectorate.

Jun 2022 – Jun 2023

The Planning Inspectorate oversees applications for major UK infrastructure projects, like wind farms and airport expansions.

As Lead UX Designer, I led the end-to-end design process to overhaul their legacy case management system, making it faster, simpler, and ready to scale.

Team
6 engineers5 designers (inc. myself)1 PM + more
Role
User Research Wireframing Prototyping Product Design Strategy Responsive Web Dev Handover
Impact

What I delivered.

  • Shipped the redesigned case management system from discovery to delivery
  • Cut case admin time from days to minutes
  • Boosted user satisfaction by 35% (SUS)
  • Helped secure a £9M contract renewal
  • Led 100+ hours of research and testing
  • First case live in March 2024
Prototype of bulk edit flow.
Background

Horizon wasn't fit for purpose.

For 15 years, Horizon handled planning application documentation at millions in cost, with the contract running out. Cases already took years to close; the system made the backlog worse, not better.

Horizon legacy case management system showing case details, work items, and document folders for a planning application.
Previous case management system on Horizon.
The goal

Rebuild the system from scratch.

We were brought in to replace Horizon with something built for how case teams work today: move planning applications along faster, cut down on costly publishing mistakes, and give inspectors and admins a system they could actually rely on.

Speed up applications

Cut admin bottlenecks in the planning pipeline

Reduce errors & cost

Fewer publishing mistakes, less rework

Improve the experience

Built for inspectors and case teams day to day

Initial challenges

Many roles, sceptical stakeholders.

I had to learn complex planning workflows fast while designing for inspectors, case workers and other users, each with different responsibilities and levels of digital experience. Past failed transformations had left stakeholders wary of another agency-led change.

Interviews, workshops and stakeholder sessions mapped processes, roles and the politics around them.

Flow diagram: NSIPS planning process from pre-application advice through decision, aligned with the case team journey (create case, receive documents, upload and redact files, edit metadata, publish to the website).
A simplified view of a complex and strict planning application process alongside the case team's behind-the-scenes journey.
Core pain points

Too many clicks. Too little visibility.

Tight deadline, complex system. I mapped workflows, prioritised by impact, and bet on Case Admin first—the team hit hardest by document handling.

Buried actions

Actions such as editing and publishing were buried behind multiple clicks, with high interaction costs.

Lack of status visibility

Documents had to be manually checked and renamed, with lack of visibility of status before redaction.

Inability to bulk edit

Every task had to be done one file at a time, adding to the workload and timeframe for completing the work.

Scale

Multiply this by thousands of files per case, the time and interaction costs were enormous.

Hypothesis

If we enable the ability to edit and publish documents in bulk it will make it quicker to upload and publish files and speed up the planning application process.

Optimising flows

Mapped the flow, cut the steps.

Previously, every file had to be edited and published one by one. In the redesign, I streamlined the flow with bulk editing and publishing, cutting the steps down dramatically.

Repeat steps per document · ×1000s of files

Tasks complete · Done once for 1000s of documents

1.0 Document received
  1. 1.1 Document redacted and re-uploaded

Can’t mark as redacted

2.0 Edit document
  1. 2.1 Select document
  2. 2.2 Right-click → Properties
  3. 2.3 Categories
  4. 2.4 Edit Properties
  5. 2.5 Edit details → Save

No way to set status to checked

3.0 Set to publish
  1. 3.1 Select document
  2. 3.2 Right-click → Properties
  3. 3.3 Publishing options
  4. 3.4 Status → Publish

Can’t track status across many docs

4.0 Publish
  1. 4.1 Publish documents
  2. 4.2 Whole queue goes live

Can’t pick which docs publish

Can’t track many docs at once

Legacy Horizon flow versus bulk-first steps in the redesign. The comparison cycles automatically; use Show changes to control it yourself.

Leveraging and adapting the GDS system

Applying standards while meeting user needs.

As a GOV.UK service, we built on GDS for accessibility, consistency and familiar patterns for staff.

Case management isn't a linear form journey. I kept GOV.UK patterns where they fit, extended them for complex workflows, and backed every deviation with research.

GOV.UK Design System overview: applying GDS components and patterns to the case management service.
GOV.UK Design System, extended where research demanded it.
Design, test and iterate

Sometimes showing more is better, early minimalism gave way to clarity.

Through four rounds of usability testing with case admin teams, I refined the document storage and publishing journey. Early minimalist designs evolved from feedback, with a stronger focus on easy access to core actions.

Before testing Document storage before usability testing: Reports folder table with colourful status badges, icon-only download column, and bulk actions behind a dropdown.
DESIGNS BEFORE TESTING
  • Download/view CTAs unclear to users
  • Colour coding too distracting for common tasks
  • Bulk actions buried in a dropdown
After testing Document storage after usability testing: Documents view with neutral status text, visible bulk action panels, and labelled View/edit properties and Download links.
DESIGNS AFTER TESTING
  • Neutral statuses - reducing visual noise while maintaining clarity.
  • Bulk actions visible - improving task speed and reducing confusion.
  • Clearer download/view CTAs with text labels
Publishing queue

More control, fewer publishing errors.

Publishing was slow and error-prone. I redesigned the queue with the front-office team so internal tooling matched what went live.

Hover or tap markers for design notes.

Publishing queue: bulk publish, document rows, edit and remove actions.
Usability annotations from testing on the built queue UI.
User testing feedback
“That’s straightforward, and much easier than what we’re doing now.”
Case Admin worker The Planning Inspectorate
Final designs

Shipped NSIP Applications screens

Applications landing page
NSIP Applications: applications landing page listing infrastructure cases by sector.
All application cases overview
NSIP Applications: all application cases overview listing cases by sector and stage.
Documents upload flow
NSIP Applications: upload files screen in the Applications documents folder.
Programme scope

From a tiny team to a big team.

Scroll the overview to see 10+ epics shipped across case management, from discovery through to the public Planning Inspectorate website.

Epics delivered across the programme.
The Planning Inspectorate project team photographed together in the studio, including remote teammates on screen.
Scaling the team

From a small discovery crew to a multi-discipline team shipping the live service. First live case, March 2024, integrated with the new public-facing Planning Inspectorate website.

Project feedback
“We are so looking forward to everything being rolled out, you and the team are the first group of consultants who listen and deliver what we actually want, plus other good things thrown in as well.”
Case Admin user The Planning Inspectorate
End results

Objectives delivered.

From this journey alone we hit the objectives set at the outset:

Faster publishing

Upload and publish workflows cut from days to minutes.

Higher satisfaction

System Usability Scale score improved after rollout.

Standards-led design

GOV.UK patterns throughout, with bespoke components where research required it.

Built to scale

Accessibility and scalability goals met for a growing caseload.

The publishing work in this case study was one thread in a much larger programme. Those outcomes landed with case teams and stakeholders who had been sceptical after past failed transformations, and by go-live they were championing the rollout.

Reflections

What I'd carry forward.

Build trust with stakeholders early. Design for scale, document GDS exceptions clearly, and favour clarity when publishing stakes are high.

Overlapping NSIP Applications mockups: documents folder workflow and project overview.
NSIP Applications screens from across the redesigned system.

More to explore.

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