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Product Design · B2B SaaS · 2023

Profiles Redesign

Modernizing a decade-old core product to align with how marketers actually troubleshoot — and making the business case to do it right.

Profiles Redesign dashboard
Company Klaviyo
Role Product Designer
Timeline Jan – Jun 2023
Team 2 Developers · 1 Researcher · 1 PM · 6 Stakeholders
Long Story Short

I led the end-to-end redesign of Klaviyo's most legacy product area — influencing a pivot from a 1:1 code migration to a full experience overhaul that cut time-on-task by 31% and support tickets by 23%.

🎨

Design

Owned end-to-end UX from vision sprint through production — introducing new components and patterns to the design system.

📊

Business Case

Partnered with analysts to quantify $10–15M in operational savings, making the financial case to expand scope from migration to full redesign.

🚀

Impact

Shipped to 150K+ users — reducing time-on-task by 31% and Profiles support tickets by 23% within six months of launch.

💭

How might we modernize a decade-old product without disrupting 150K+ existing users — while making it dramatically easier to troubleshoot customer data?

The Problem

Engineering initiated a technical migration from Backbone.js to React

In January 2023, engineering kicked off a mandate to migrate Klaviyo's oldest frontend code from Backbone.js to React ahead of the company's IPO compliance push. The initial scope was a strict 1:1 conversion — rebuild what exists, exactly as it exists, just in new code.

The Problem

Imagine a product area that hadn't evolved since 2012

Profiles is the centralized repository for every piece of customer data Klaviyo holds — but the experience hadn't meaningfully changed since 2012. It was riddled with broken navigation paths, deprecated UI patterns, and workflows that no longer matched how marketers actually used the product.

A straight 1:1 rebuild would have locked in over a decade of accumulated debt for years to come. I saw a narrow window to make the case for doing it right.

The Existing Solution

Profiles Homepage

The existing Profiles homepage created billing confusion — it was unclear whether counts referred to email or SMS profiles — and lacked any meaningful search functionality.

The legacy Profiles homepage
The Existing Solution

Customer Profile Page

The individual customer profile page suffered from information overload — roughly 50% of the data marketers needed for troubleshooting was buried below the fold, requiring excessive scrolling just to reach consent status.

The legacy individual customer profile page
Design Strategy & Priorities

I led a 3-week vision sprint, developing data-driven ideas aligned with marketers' goals

Rather than react to an engineering constraint, I reframed the migration as an opportunity — running a focused sprint to define who uses Profiles, why they use it, and what friction was costing us.

🧑🏿‍💻

User Archetype: The Troubleshooter

Someone who enters a customer profile to resolve issues, verify data accuracy, or confirm the status of a record. Speed and clarity are everything — not breadth of features.

🔍

Search First

Marketers need workflows that help them quickly access key profile data without digging through nested menus. Finding a record should take seconds, not clicks.

💭

Understand at a Glance

Marketers need a clear picture of a customer's relationship to the business the moment they land on a profile — consent, contact, and subscription status up front.

The Business Case

Quantifying the cost of friction

I partnered with business analysts to translate design friction into hard numbers leadership could act on — calculating the operational drag created by the existing Profiles experience.

Estimated cost of support friction: $10–15M in operational savings
The Pivot

From migration to redesign

Using the cost-of-support-tickets calculation, I made the case to leadership that a 20% reduction in tickets would pay for the redesign work within six months — shifting the project's scope from a pure 1:1 migration to a full redesign.

Leadership approved the expanded scope. What started as a code migration became the most significant investment in Profiles in over a decade.

Final Designs

Redesigned Profiles experience

We prioritized the search experience and restructured the information hierarchy to surface the data marketers needed most — elevating consent status and contact details to the top of every page.

Feature 01

Profile count redesign

Addressed billing confusion with a clear card layout and contextual tooltips explaining what each count represents — eliminating the #1 source of support tickets in this area.

Feature 02

Data table redesign

Added search and column filtering to the profiles table, reducing the steps to find a record from 7 clicks to 3. Marketers can now filter by any property without leaving the page.

Feature 03

Information architecture

We locked the information architecture before designing layouts — elevating consent status in the hierarchy so it's immediately visible to anyone troubleshooting a profile.

Information architecture for the redesigned profile page
Feature 04

Troubleshooting flow for consent

A streamlined flow lets marketers quickly verify a customer's consent status and history without leaving the profile page — turning a multi-tab workflow into a single, focused panel.

Impact

Aligning the experience with marketers' mental models

31%
Reduction in time-on-task
23%
Drop in Profiles support tickets
$10–15M
In identified operational savings

The redesign shipped to 150K+ users and paid for itself within the projected six-month window. New components and patterns introduced during this project were adopted into the Klaviyo design system and used in subsequent product areas.

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