Travel Management Platform Redesign

Turning a fragmented travel management system into a structured, scalable, and decision-driven product.

Year :

2025

Industry :

SaaS - B2B

Client :

OK Roger TMS

STRATEGIC CHALLENGE

OK Roger’s platform allowed companies to manage business travel, but the admin experience was broken.
Confusing Information Architecture, repetitive flows, and a lack of governance made it hard for teams to scale.

How might we design an experience where administrators feel fully in control — without extra training, complexity, or risk?

Project Content Image - 1
Project Content Image - 1

Critical Design Decisions

🧠 Decision 1 — Reframe the architecture around user intent

I replaced a system-based structure (Policies, Reports, Users) with a task-based model (Staff Management, Policies, Approval Inbox, Dashboard, Settings).

  • Reduced navigation depth by 40%.

  • Introduced clear parent-child relationships for discoverability.

Why:
Admins don’t think in modules — they think in actions and outcomes.

⚙️ Decision 2 — Build a guided onboarding that creates momentum

Designed a 5-step assisted flow (“Set it and forget it”) that mirrors the natural setup process:

  1. Company setup → 2. Add users → 3. Create teams → 4. Set rules → 5. Check dashboard.

  • Reduced setup time from 45 → 8 minutes.

  • Cut redundant screens by 50%.

  • Added visual feedback and progress tracking.

Why:
Speed builds trust. Trust builds adoption.

🧩 Decision 3 — Merge approvals, rules, and governance

Created an Approval Inbox with context-rich decisions and full audit history.
Linked rules, users, and transactions into one traceable system.

  • 100% visibility over triggered rules.

  • One-click approval without context loss.

Why:
Governance isn’t just control — it’s clarity.

📊 Decision 4 — Design dashboards that drive action

Developed two dashboards for different mental models:

  • Business: Spend, ROI, efficiency.

  • System: SLA, integrations, team activity.

  • Enabled drill-down without page reloads.

  • +40% increase in perceived control (from internal testing).

Why:
Data isn’t valuable unless it changes behavior.

Project Content Image - 2
Project Content Image - 2
Project Content Image - 3
Project Content Image - 3

Measurable Results

Metric

Before

After

Impact

Setup time

45 min

8 min

80% faster onboarding

IA depth

11 modules 3 levels

7 modules 4 levels

+40% clarity

Flow steps

10

5

-50% complexity

Perceived control

30%

70%

+40% comprehension

The redesign transformed OK Roger into a platform that communicates control, not complexity.


👨🏻‍💻 System & Implementation

  • Tailwind CSS class-based structure for dev handoff.

  • Accessible color system (AA+).

  • Modular cards and tables for scalability.

  • Dashboards + drill-downs

Learnings

Designing for enterprise means designing for alignment — not decoration.
A good Info. Architecture turns decision-making into a repeatable, auditable process.
A good UX/UI makes that process feel effortless.


🔗 Explore the Full Project

Project Content Image - 4
Project Content Image - 4
Project Content Image - 5
Project Content Image - 5

Travel Management Platform Redesign

Turning a fragmented travel management system into a structured, scalable, and decision-driven product.

Year :

2025

Industry :

SaaS - B2B

Client :

OK Roger TMS

STRATEGIC CHALLENGE

OK Roger’s platform allowed companies to manage business travel, but the admin experience was broken.
Confusing Information Architecture, repetitive flows, and a lack of governance made it hard for teams to scale.

How might we design an experience where administrators feel fully in control — without extra training, complexity, or risk?

Project Content Image - 1
Project Content Image - 1

Critical Design Decisions

🧠 Decision 1 — Reframe the architecture around user intent

I replaced a system-based structure (Policies, Reports, Users) with a task-based model (Staff Management, Policies, Approval Inbox, Dashboard, Settings).

  • Reduced navigation depth by 40%.

  • Introduced clear parent-child relationships for discoverability.

Why:
Admins don’t think in modules — they think in actions and outcomes.

⚙️ Decision 2 — Build a guided onboarding that creates momentum

Designed a 5-step assisted flow (“Set it and forget it”) that mirrors the natural setup process:

  1. Company setup → 2. Add users → 3. Create teams → 4. Set rules → 5. Check dashboard.

  • Reduced setup time from 45 → 8 minutes.

  • Cut redundant screens by 50%.

  • Added visual feedback and progress tracking.

Why:
Speed builds trust. Trust builds adoption.

🧩 Decision 3 — Merge approvals, rules, and governance

Created an Approval Inbox with context-rich decisions and full audit history.
Linked rules, users, and transactions into one traceable system.

  • 100% visibility over triggered rules.

  • One-click approval without context loss.

Why:
Governance isn’t just control — it’s clarity.

📊 Decision 4 — Design dashboards that drive action

Developed two dashboards for different mental models:

  • Business: Spend, ROI, efficiency.

  • System: SLA, integrations, team activity.

  • Enabled drill-down without page reloads.

  • +40% increase in perceived control (from internal testing).

Why:
Data isn’t valuable unless it changes behavior.

Project Content Image - 2
Project Content Image - 2
Project Content Image - 3
Project Content Image - 3

Measurable Results

Metric

Before

After

Impact

Setup time

45 min

8 min

80% faster onboarding

IA depth

11 modules 3 levels

7 modules 4 levels

+40% clarity

Flow steps

10

5

-50% complexity

Perceived control

30%

70%

+40% comprehension

The redesign transformed OK Roger into a platform that communicates control, not complexity.


👨🏻‍💻 System & Implementation

  • Tailwind CSS class-based structure for dev handoff.

  • Accessible color system (AA+).

  • Modular cards and tables for scalability.

  • Dashboards + drill-downs

Learnings

Designing for enterprise means designing for alignment — not decoration.
A good Info. Architecture turns decision-making into a repeatable, auditable process.
A good UX/UI makes that process feel effortless.


🔗 Explore the Full Project

Project Content Image - 4
Project Content Image - 4
Project Content Image - 5
Project Content Image - 5

Travel Management Platform Redesign

Turning a fragmented travel management system into a structured, scalable, and decision-driven product.

Year :

2025

Industry :

SaaS - B2B

Client :

OK Roger TMS

STRATEGIC CHALLENGE

OK Roger’s platform allowed companies to manage business travel, but the admin experience was broken.
Confusing Information Architecture, repetitive flows, and a lack of governance made it hard for teams to scale.

How might we design an experience where administrators feel fully in control — without extra training, complexity, or risk?

Project Content Image - 1
Project Content Image - 1

Critical Design Decisions

🧠 Decision 1 — Reframe the architecture around user intent

I replaced a system-based structure (Policies, Reports, Users) with a task-based model (Staff Management, Policies, Approval Inbox, Dashboard, Settings).

  • Reduced navigation depth by 40%.

  • Introduced clear parent-child relationships for discoverability.

Why:
Admins don’t think in modules — they think in actions and outcomes.

⚙️ Decision 2 — Build a guided onboarding that creates momentum

Designed a 5-step assisted flow (“Set it and forget it”) that mirrors the natural setup process:

  1. Company setup → 2. Add users → 3. Create teams → 4. Set rules → 5. Check dashboard.

  • Reduced setup time from 45 → 8 minutes.

  • Cut redundant screens by 50%.

  • Added visual feedback and progress tracking.

Why:
Speed builds trust. Trust builds adoption.

🧩 Decision 3 — Merge approvals, rules, and governance

Created an Approval Inbox with context-rich decisions and full audit history.
Linked rules, users, and transactions into one traceable system.

  • 100% visibility over triggered rules.

  • One-click approval without context loss.

Why:
Governance isn’t just control — it’s clarity.

📊 Decision 4 — Design dashboards that drive action

Developed two dashboards for different mental models:

  • Business: Spend, ROI, efficiency.

  • System: SLA, integrations, team activity.

  • Enabled drill-down without page reloads.

  • +40% increase in perceived control (from internal testing).

Why:
Data isn’t valuable unless it changes behavior.

Project Content Image - 2
Project Content Image - 2
Project Content Image - 3
Project Content Image - 3

Measurable Results

Metric

Before

After

Impact

Setup time

45 min

8 min

80% faster onboarding

IA depth

11 modules 3 levels

7 modules 4 levels

+40% clarity

Flow steps

10

5

-50% complexity

Perceived control

30%

70%

+40% comprehension

The redesign transformed OK Roger into a platform that communicates control, not complexity.


👨🏻‍💻 System & Implementation

  • Tailwind CSS class-based structure for dev handoff.

  • Accessible color system (AA+).

  • Modular cards and tables for scalability.

  • Dashboards + drill-downs

Learnings

Designing for enterprise means designing for alignment — not decoration.
A good Info. Architecture turns decision-making into a repeatable, auditable process.
A good UX/UI makes that process feel effortless.


🔗 Explore the Full Project

Project Content Image - 4
Project Content Image - 4
Project Content Image - 5
Project Content Image - 5

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