Designing a Platform for Company Incorporation

and Equity Management

Designing a Platform for Company Incorporation and Equity Management

Designing a Platform for Company Incorporation

and Equity Management

Role

Role

Led the end-to-end design process.

Led the end-to-end design process.

Team

Team

1 Designer, 1 Tech Lead, 1 Full-Stack Engineer, QA

1 Designer, 1 Tech Lead, 1 Full-Stack Engineer, QA

Domain

Domain

B2B · FinTech · SaaS

B2B · FinTech · SaaS

I led the end-to-end UX and UI design for Equity Flow, a multi-tenant SaaS equity management platform covering three portals: Founder, Stakeholder, and Super Admin.

I led the end-to-end UX and UI design for Equity Flow, a multi-tenant SaaS equity management platform covering three portals: Founder, Stakeholder, and Super Admin.

My responsibilities spanned the full design lifecycle from mapping information architecture and defining user flows to building the design system, creating high-fidelity screens, and delivering interactive HTML prototypes for review and iteration.

Context behind

Context behind

This platform was designed for a high-volume courier and logistics group operating multiple regional brands across Canada, with plans to scale through acquisitions. The group runs thousands of daily deliveries across markets.

The business was previously running on excel and regional systems with inconsistent controls, broken portal UX, and fragmented import tooling — making automation, pricing accuracy, and data quality difficult as order volume increased.

Research & discovery

Research & discovery

Understanding The Core Challenges

The platform served a complex ecosystem of customer admins, order users, internal CSRs, finance teams, and operations staff. Each role had different workflows, but all faced the same underlying issues manual coordination, weak visibility, and disconnected tools that slowed daily operations.

Pain Points

Admin & Multi-Tenant Pain Points

Admin & Multi-Tenant Pain Points

Customer Pain Points

Customer Pain Points

Operations & Finance Pain Points

Operations & Finance Pain Points

Core issue

Most of the daily operations ran on Excel sheets, where order details, pricing, and customer data were tracked manually across multiple files. This made the process slow, error-prone, and difficult to maintain as order volume and customer count kept growing.

Defining user flows and backend process

Defining user flows and backend process

The first step was to understand the operational and business flow, mapping how orders moved from request to delivery and identifying the different order types and service models the business handled daily.

Inside the Platform

Inside the Platform

01.

01.

Standard Delivery Flow

Standard Delivery Flow

A guided single-order flow with structured pickup, drop-off, service, and accessorial inputs. Customers see real-time pricing and ETA before confirming the order.

A guided single-order flow with structured pickup, drop-off, service, and accessorial inputs. Customers see real-time pricing and ETA before confirming the order.

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02.

02.

Multi-Stop Delivery Flow Through CSV

Multi-Stop Delivery Flow Through CSV

A three-step CSV flow for bulk, multi-stop deliveries with inline validation and error fixes. Once approved, all stops convert into a single run with auto-generated child orders.

A three-step CSV flow for bulk, multi-stop deliveries with inline validation and error fixes. Once approved, all stops convert into a single run with auto-generated child orders.

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03.

03.

Dashboard for Customer, Invoice & Pricing Management

Dashboard for Customer, Invoice & Pricing Management

A centralised dashboard bringing customers, invoices, pricing, and alerts into one view. Replaces scattered Excel sheets with a single source for daily operations.

A centralised dashboard bringing customers, invoices, pricing, and alerts into one view. Replaces scattered Excel sheets with a single source for daily operations.

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Want to explore the full product journey and execution process? Get in touch for detailed case study access.

Want to explore the full product journey and execution process? Get in touch for detailed case study access.

Contact

Available for work

Available for work

Let's connect!

I am open for Full-Time roles.

Let's connect!

I am open for Full-Time roles.

Let's connect!

I am open for Full-Time roles.

Email

Email

patelvishesh089@gmail.com

patelvishesh089@gmail.com

Resume

Resume

© 2026 Vishesh Patel. All Rights Reserved.

© 2026 Vishesh Patel. All Rights Reserved.

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