From Proof of Concept to Production in Four Weeks

The GraVoc Customer Portal began as a proof of concept — a strategic exploration designed to demonstrate what a modern, centralized client experience could look like.

The goal: Give clients visibility into support tickets, invoices, and active projects in one cohesive dashboard.

The Turning Point

Once business leadership saw the concept, it immediately shifted from “interesting idea” to “how fast can we launch this?”

The portal represented:

  • Increased transparency for clients

  • Reduced friction for support and finance teams

  • Stronger positioning for long-term account relationships

We had four weeks to take it from concept to production.

The Challenge

Operationalize the experience across real systems and real data.

The portal required:

  • Live support ticket integration

  • Invoice and balance visibility

  • Project status tracking

  • Role-based logic and account scoping

  • New backend endpoints to support frontend workflows

  • Validation from finance before exposing billing data to clients

This system touched engineering, finance, business operations, and end users simultaneously. Thankfully due to other projects, many of the endpoints were already made.

My Role

I led product strategy, UX, and UI execution, acting as the bridge between leadership, engineering, and finance.

As the scope expanded, my role shifted from design exploration to cross-functional orchestration.

With Engineering

  • Defined required data models and workflows

  • Identified outliers and edge cases (invoice states, assignment logic, ticket statuses)

  • Translated UX needs into clear endpoint requirements

  • Helped prioritize MVP vs. future enhancements

The speed of delivery required tight feedback loops and constant clarification. There was no room for ambiguity.

With Finance

Because the portal exposed real financial data, alignment with finance was critical.

I worked closely with the financial team to:

  • Validate terminology and invoice states

  • Confirm overdue logic and balance calculations

  • Ensure accuracy before client exposure

  • Pressure-test workflows against real customer scenarios

This collaboration reduced risk and built internal trust in the tool before launch.

The Outcome

Within four weeks, the portal moved from proof of concept to live production.

The result:

  • Clients gained real-time visibility into their work and billing

  • Internal teams reduced manual information requests

  • Leadership established a scalable foundation for future client-facing tools

More importantly, the project demonstrated how design-led initiatives can accelerate business value when paired with cross-functional alignment.