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Product Design2023

Next Gen Admin Platform

Unifying Enterprise Administration Across Distributed Systems

Role

Lead Product Designer

Team

1 designers, lot’s of PMs and Engineers

Duration

3 years

Tools

FigmaUserTesting
Next Gen Admin Platform project hero

TL;DR

Built a unified Next Gen Admin platform that makes distributed systems feel like one product. By designing explicitly for micro frontends and micro services, I reduced admin task time ~25-30%, cut onboarding/support load by ~40%, and shortened complex customer onboarding by up to 2 weeks, creating a scalable foundation new products can plug into without rebuilding admin UX.

The Business Problem

Summary

Over 3 years, I led UX for Next Gen Admin, AvidXchange’s unified admin hub, to replace legacy products, features, tools, and manual setup with a cohesive, scalable platform for enterprise administrators. The work centered on establishing a flexible hierarchy model, consolidating identity and access, and enabling self‑serve configuration (SSO, vendors, workflows, onboarding) that reduced operational overhead and improved time‑to‑value.

My Role

As the Product Designer I led the end to end platform UX across Identity & Access, vendor management, workflows, and onboarding. Partnered in a triad model with PM and Engineering, drove platform vision through design reviews with exec stakeholders, and used research/benchmarking to guide trade offs.

Solution & Design Approach

  • Platform first framing: designed an integrated system (not feature silos) with shared patterns and a single admin mental model.
  • System foundations: established a multi‑entity business hierarchy that became the backbone for segmentation, permissions, and configuration.
  • Design ops & consistency: leveraged the design system to keep modules cohesive as multiple teams shipped in parallel.
  • Research- ed delivery: continuous usability testing with users; shipped pragmatic stepping stones to unblock value while platform capabilities matured.

Delivered works

  • Business hierarchy (multi-entity): configurable org scaffolding to mirror ERP/divisions/entities; unlocked scoped roles and entity specific workflows.
  • Identity & Access (IAM): unified users, roles, tenants, and guided SSO configuration in a single console; streamlined user profile management.
  • Vendor Management hub: one place to manage vendor records and payment details across products; faster everyday edits through improved tables/filters.
  • Workflow configuration engine: reusable approval/workflow builder shared across apps; visual, self‑serve rules with simulation/validation.
  • Admin onboarding: guided “day 0” setup checklist that sequences hierarchy → users/roles → workflows → integrations/vendors → optional SSO.
  • Single Sign On: Self serviceable setup to allow orgs to securely access applications using their company credentials.
  • Connected Bill Retrieval: Unlocked automated invoice retrieval for customer allowing for for payments to be paid on time by fetching invoices from customer portals as soon as invoices are made available.

Results & Impact

  • Faster admin execution: research benchmarks showed core tasks completed ~25–30% faster with fewer errors vs. legacy experiences.
  • Reduced onboarding and support load: internal teams reported ~2 weeks shaved off complex implementations and fewer “how do I…?” requests (~40% reduction post launch in one 6 month window).
  • Proved self‑serve security: early SSO customers successfully configured federation in-product, including multiple tenants with zero support tickets.
  • Business enablement: unified admin story removed friction for multi product deals and accelerated new product teams by reusing shared admin frameworks.
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