E-portal 2.0

E-portal 2.0

E-portal 2.0

b2b operations

b2b operations

b2b operations

enterprise ux

enterprise ux

enterprise ux

150+ screens, 11 roles, one design language held consistent

150+ screens, 11 roles, one design language held consistent

150+ screens, 11 roles, one design language held consistent

Modernizing a complex B2B platform without losing the business logic behind it.

Modernizing a complex B2B platform without losing the business logic behind it.

Role

UX Designer

UX Designer

Timeline

2022 - 2024

2022 - 2024

Team Size

1 Designer, 2 Business Analysts, 1 Project Manager

1 Designer, 2 Business Analysts, 1 Project Manager

Platform

Web

Web

Role

UX Designer

Team Size

1 Designer,

2 Business Analysts,

1 Project Manager

Timeline

2022 - 2024

Platform

Web

The context

Redesigning a dealer-network operations platform for 11 user roles

Redesigning a dealer-network operations platform for 11 user roles

E-Portal 2.0 is the platform Europ Assistance uses to run its dealer network: onboarding dealerships, selling roadside-assistance and warranty policies, managing certificates, tracking sales against targets, and resolving requests between dealers and the internal team.

E-Portal 2.0 is the platform Europ Assistance uses to run its dealer network: onboarding dealerships, selling roadside-assistance and warranty policies, managing certificates, tracking sales against targets, and resolving requests between dealers and the internal team.

My role was to replace a legacy system that couldn't automate the processes the business needed.

My role was to replace a legacy system that couldn't automate the processes the business needed.

Core Responsibilities

Design ideation

Design ideation

Design iteration

Design iteration

Interaction Design

Interaction Design

Role-based experience design

Role-based experience design

The context

Redesigning a dealer-network operations platform for 11 user roles

Redesigning a dealer-network operations platform for 11 user roles

Redesigning a dealer-network operations platform for 11 user roles

Core Responsibilities

Design ideation

Design iteration

Interaction Design

Role-based experience design

E-Portal 2.0 is the platform Europ Assistance uses to run its dealer network: onboarding dealerships, selling roadside-assistance and warranty policies, managing certificates, tracking sales against targets, and resolving requests between dealers and the internal team.

E-Portal 2.0 is the platform Europ Assistance uses to run its dealer network: onboarding dealerships, selling roadside-assistance and warranty policies, managing certificates, tracking sales against targets, and resolving requests between dealers and the internal team.

My role was to replace a legacy system that couldn't automate the processes the business needed.

150+

150+

150+

Screens designed

Screens designed

Screens designed

11

11

11

Final Roles

Final Roles

Final Roles

2+

2+

2+

years in project length

years in project length

years in project length

What was the product about?

What was the product about?

industry

Vehicle Insurance

Vehicle Insurance

Roadside assistance

Roadside assistance

Product Type

Web based B2B operations platform

Web based B2B operations platform

User Base

Internal business & admin team

Internal business & admin team

Dealership & Sales Team

Dealership & Sales Team

Client company managers

Client company managers

The brief

Simplify the system without loosing the business logic

Simplify the system without loosing the business logic

E-Portal 2.0 needed to modernize the existing experience while continuing to support the business rules behind sales, policies, dealerships, permissions and operational processes.

E-Portal 2.0 needed to modernize the existing experience while continuing to support the business rules behind sales, policies, dealerships, permissions and operational processes.

My job was to turn those requirements into interfaces that were easier to understand and operate, while allowing the underlying platform to handle the more complex system behaviour.

My job was to turn those requirements into interfaces that were easier to understand and operate, while allowing the underlying platform to handle the more complex system behaviour.

Constraints & Scope

How do you keep every design move unified?

How do you keep every design move unified?

The challenge was not to create a separate product for every user. It was to establish a common design language that could adapt to different responsibilities without making the portal feel fragmented.

The challenge was not to create a separate product for every user. It was to establish a common design language that could adapt to different responsibilities without making the portal feel fragmented.

E-Portal exposed me to the operational side of digital products — permissions, dependencies, approvals, reporting and role-specific workflows.

E-Portal exposed me to the operational side of digital products — permissions, dependencies, approvals, reporting and role-specific workflows.

How I Identified the problem?

How I Identified the problem?

01

Business Requirements

Worked through requirements with the BA and project team as each module was introduced.

Worked through requirements with the BA and project team as each module was introduced.

Worked through requirements with the BA and project team as each module was introduced.

02

Design Sprints

Used design sprints and ideation to explore solutions for each new business problem.

Used design sprints and ideation to explore solutions for each new business problem.

Used design sprints and ideation to explore solutions for each new business problem.

03

Iterative Design Reviews

Refined solutions as new business constraints and role requirements surfaced.

Refined solutions as new business constraints and role requirements surfaced.

Refined solutions as new business constraints and role requirements surfaced.

What were the key observation?

What were the key observation?

01

Role-specific access

The same business area could behave differently depending on who was using it and what they were allowed to do.

The same business area could behave differently depending on who was using it and what they were allowed to do.

The same business area could behave differently depending on who was using it and what they were allowed to do.

02

Approval-driven workflows

Many tasks did not end with the user's action; verification, approval or rejection formed part of the workflow.

Many tasks did not end with the user's action; verification, approval or rejection formed part of the workflow.

Many tasks did not end with the user's action; verification, approval or rejection formed part of the workflow.

03

Requirements evolved with product

New business rules and constraints were introduced module by module rather than defined all at once.

New business rules and constraints were introduced module by module rather than defined all at once.

New business rules and constraints were introduced module by module rather than defined all at once.

The Stakeholder input

Business Requirements

Business Requirements

•

Automate the processes the legacy platform couldn't

Automate the processes the legacy platform couldn't

Automate the processes the legacy platform couldn't

•

Verify a dealership's KYC before it could start selling

Verify a dealership's KYC before it could start selling

Verify a dealership's KYC before it could start selling

•

Move client and dealer requests out of email into one tracked system

Move client and dealer requests out of email into one tracked system

Move client and dealer requests out of email into one tracked system

Stakeholder Needs

Stakeholder Needs

•

Business analysts: designs that fit the development team's template, so modules could ship

Business analysts: designs that fit the development team's template, so modules could ship

Business analysts: designs that fit the development team's template, so modules could ship

•

Processing team: everything needed to decide a request, in one view

Processing team: everything needed to decide a request, in one view

Processing team: everything needed to decide a request, in one view

•

Dealers: a way to sell, raise requests and track them without chasing the team

Dealers: a way to sell, raise requests and track them without chasing the team

Dealers: a way to sell, raise requests and track them without chasing the team

Building for Scale

Building for Scale

Building for Scale

A modular design system that maintained consistency across 150+ screens

A modular design system that maintained consistency across 150+ screens

Component Library

Data Table

Data Table

Pop - ups

Pop - ups

Status Badge

Status Badge

Progression

Progression

Data Card

Data Card

Interaction Architecture Patterns

From Complexity to Clarity

From Complexity to Clarity

From Complexity to Clarity

The design approach centered on three principles that cut through the system complexity:

The design approach centered on three principles that cut through the system complexity:

01

MAKE STATUS AND CHANGE VISIBLE

Automated checks, human approvals and requested edits each get their own visible state, so nobody mistakes "pending" for "done" or has to compare records by hand.

Automated checks, human approvals and requested edits each get their own visible state, so nobody mistakes "pending" for "done" or has to compare records by hand.

Automated checks, human approvals and requested edits each get their own visible state, so nobody mistakes "pending" for "done" or has to compare records by hand.

02

REVEAL DETAIL WHEN IT'S NEEDED

Users pick a category, scope or section first, and the interface shows only what's relevant to that choice instead of everything at once.

Users pick a category, scope or section first, and the interface shows only what's relevant to that choice instead of everything at once.

Users pick a category, scope or section first, and the interface shows only what's relevant to that choice instead of everything at once.

Core Challenges

Core Challenges

Core Challenges

Certificate Details

Certificate Details

The Challenge

The Challenge

Load of Information

Policy information contained multiple categories of details that needed to be reviewed. Presenting everything at once would increase the amount of information users had to process, making it harder to scan and understand.

Policy information contained multiple categories of details that needed to be reviewed. Presenting everything at once would increase the amount of information users had to process, making it harder to scan and understand.

Design Response

Information Hierarchy

Information Hierarchy

  • Grouped related policy details into meaningful sections

  • Grouped related policy details into meaningful sections

  • Reduced the amount of information users needed to process at one time

  • Reduced the amount of information users needed to process at one time

  • Created a clearer hierarchy for reviewing policy information

  • Created a clearer hierarchy for reviewing policy information

The Challenge

Load of Information

Policy information contained multiple categories of details that needed to be reviewed. Presenting everything at once would increase the amount of information users had to process, making it harder to scan and understand.

Design Response

Information Hierarchy

  • Grouped related policy details into meaningful sections

  • Reduced the amount of information users needed to process at one time

  • Created a clearer hierarchy for reviewing policy information

Ticketing System

Lifecycle

The Challenge

The Challenge

User Task

Raise a ticket by selecting the relevant module and providing the information needed for review.

Raise a ticket by selecting the relevant module and providing the information needed for review.

Friction

Different request types required different details, permissions and supporting evidence, making a generic ticket form difficult to structure.

Different request types required different details, permissions and supporting evidence, making a generic ticket form difficult to structure.

Goal

Create a guided ticketing flow that adapts to the request while making submission and review easier to understand.

Create a guided ticketing flow that adapts to the request while making submission and review easier to understand.

Design Response

Guided Ticketing

Guided Ticketing

  • Fields follow the category.
    One entry point covers seven categories (Add Sales, Wallet, Manage Users, Policy, KYC, Queries, Dealership). Choosing one adapts the issue types and the proof required, so a new category means adding options, not building a new screen.

  • Fields follow the category.
    One entry point covers seven categories (Add Sales, Wallet, Manage Users, Policy, KYC, Queries, Dealership). Choosing one adapts the issue types and the proof required, so a new category means adding options, not building a new screen.

  • Reveal complexity as the request becomes specific.

  • Reveal complexity as the request becomes specific.

  • Adapt fields and evidence to the selected module.

  • Adapt fields and evidence to the selected module.

  • Use timelines and change highlights to keep request status clear.

  • Use timelines and change highlights to keep request status clear.

Lifecycle

The Challenge

User Task

Raise a ticket by selecting the relevant module and providing the information needed for review.

Friction

Different request types required different details, permissions and supporting evidence, making a generic ticket form difficult to structure.

Goal

Create a guided ticketing flow that adapts to the request while making submission and review easier to understand.

Design Response

Guided Ticketing

  • Fields follow the category.
    One entry point covers seven categories (Add Sales, Wallet, Manage Users, Policy, KYC, Queries, Dealership). Choosing one adapts the issue types and the proof required, so a new category means adding options, not building a new screen.

  • Reveal complexity as the request becomes specific.

  • Adapt fields and evidence to the selected module.

  • Use timelines and change highlights to keep request status clear.

KYC Onboarding

KYC Onboarding

The Challenge

The Challenge

User Task

Review submitted dealership information and supporting documents.

Review submitted dealership information and supporting documents.

Friction

Verification required the manager to inspect multiple document types and determine whether the submitted information was valid.

Verification required the manager to inspect multiple document types and determine whether the submitted information was valid.

Goal

Create a repeatable verification flow that makes document review faster and clearer.

Create a repeatable verification flow that makes document review faster and clearer.

Design Response

Scalability

Scalability

  • One pattern, four document types
    Enter details, upload proof, verify, approve — the same interaction extended across PAN, GST, bank details and signatory ID, adapting the fields required without changing how review behaves.

  • One pattern, four document types
    Enter details, upload proof, verify, approve — the same interaction extended across PAN, GST, bank details and signatory ID, adapting the fields required without changing how review behaves.

  • Verification and approval kept separate.
    Automated checks against NSDL, GST and UIDAI resolve instantly; human sign-off is a distinct state. "Pending for Approval" never reads as finished.

  • Verification and approval kept separate.
    Automated checks against NSDL, GST and UIDAI resolve instantly; human sign-off is a distinct state. "Pending for Approval" never reads as finished.

  • Status visible before opening anything
    A completion count and per-document tag let a reviewer see where a dealership stands without inspecting each document individually.

  • Status visible before opening anything
    A completion count and per-document tag let a reviewer see where a dealership stands without inspecting each document individually.

The Challenge

User Task

Review submitted dealership information and supporting documents.

Friction

Verification required the manager to inspect multiple document types and determine whether the submitted information was valid.

Goal

Create a repeatable verification flow that makes document review faster and clearer.

Design Response

Scalability

  • One pattern, four document types
    Enter details, upload proof, verify, approve — the same interaction extended across PAN, GST, bank details and signatory ID, adapting the fields required without changing how review behaves.

  • Verification and approval kept separate.
    Automated checks against NSDL, GST and UIDAI resolve instantly; human sign-off is a distinct state. "Pending for Approval" never reads as finished.

  • Status visible before opening anything
    A completion count and per-document tag let a reviewer see where a dealership stands without inspecting each document individually.

Target v/s Achievement

Target v/s Achievement

The Challenge

The Challenge

Task

Users needed to evaluate performance against assigned targets.

Users needed to evaluate performance against assigned targets.

Friction

The underlying data could be retrieved automatically, but raw numbers alone wouldn't make comparison easy to interpret.

The underlying data could be retrieved automatically, but raw numbers alone wouldn't make comparison easy to interpret.

Goal

Make the gap between target vs achievement immediately scannable.

Make the gap between target vs achievement immediately scannable.

Design Response

Scannable Analytics

Scannable Analytics

  • Visual comparison
    Used the graph to show the relationship between target and actual achievement over time.

  • Visual comparison
    Used the graph to show the relationship between target and actual achievement over time.

  • At-a-glance summary
    Added the right-side infographic/summary so the user doesn't have to interpret the entire graph to understand the current result.

  • At-a-glance summary
    Added the right-side infographic/summary so the user doesn't have to interpret the entire graph to understand the current result.

  • Progressive detail
    Let users define the relevant scope first, then surface the visual analysis rather than presenting everything by default.

  • Progressive detail
    Let users define the relevant scope first, then surface the visual analysis rather than presenting everything by default.

The Challenge

Task

Users needed to evaluate performance against assigned targets.

Friction

The underlying data could be retrieved automatically, but raw numbers alone wouldn't make comparison easy to interpret.

Goal

Make the gap between target vs achievement immediately scannable.

Design Response

Scannable Analytics

  • Visual comparison
    Used the graph to show the relationship between target and actual achievement over time.

  • At-a-glance summary
    Added the right-side infographic/summary so the user doesn't have to interpret the entire graph to understand the current result.

  • Progressive detail
    Let users define the relevant scope first, then surface the visual analysis rather than presenting everything by default.

Other Challenges

Other Challenges

Other Challenges

RSA Sales

RSA Sales

Reusable Reporting

Reusable Reporting

Reusable Reporting

Extended the same comparison, summary and filtering patterns across client-wise and dealer-wise sales views.

Extended the same comparison, summary and filtering patterns across client-wise and dealer-wise sales views.

Extended the same comparison, summary and filtering patterns across client-wise and dealer-wise sales views.

Create Product

Create Product

Progressive Configuration

Progressive Configuration

Progressive Configuration

Structured product creation into focused steps across vehicle, customer, product and payment.

Structured product creation into focused steps across vehicle, customer, product and payment.

Structured product creation into focused steps across vehicle, customer, product and payment.

What happened?

Final Designs

Final Designs

Final Designs

Manager Roles

Manager Roles

Business Head (BH)

Drives strategy, operations, and alignment with business goals.

Drives strategy, operations, and alignment with business goals.

Drives strategy, operations, and alignment with business goals.

Business Development Manager (BDM)

Leads client acquisition, onboarding, and sales growth

Leads client acquisition, onboarding, and sales growth

Leads client acquisition, onboarding, and sales growth

Dealership Manager (DM)

Manages dealership operations, KYC, sales, and product information.

Manages dealership operations, KYC, sales, and product information.

Manages dealership operations, KYC, sales, and product information.

Dealer Sales Person (DSP)

Manages sales data, certificates, and performance targets.

Manages sales data, certificates, and performance targets.

Manages sales data, certificates, and performance targets.

Client Company Manager (CCM)

Manages users, dealership operations, and client-side reporting.

Manages users, dealership operations, and client-side reporting.

Manages users, dealership operations, and client-side reporting.

Localized Roles

Localized Roles

National Manager (NM)

Regional performance & national targets

Regional performance & national targets

Regional performance & national targets

Zonal Manager (ZM)

Multi-region sales & operations

Multi-region sales & operations

Multi-region sales & operations

Regional Manager (RM)

Regional sales, dealers & client relationships

Regional sales, dealers & client relationships

Regional sales, dealers & client relationships

Localized Roles

Localized Roles

Super admin

Platform settings, roles & access

Platform settings, roles & access

Platform settings, roles & access

Admin

Portal operations, products & users

Portal operations, products & users

Portal operations, products & users

team Members

Dealership, sales & reporting

Dealership, sales & reporting

Dealership, sales & reporting

Shipped & Continued

Shipped & Continued

Shipped & Continued

~90%

of the original BRD requirements made it into the final product, with the role model and scope evolving during the project.

of the original BRD requirements made it into the final product, with the role model and scope evolving during the project.

At the end of 2024, I co-wrote the platform's user manuals with one of the business analysts, used to onboard both existing and new users.

At the end of 2024, I co-wrote the platform's user manuals with one of the business analysts, used to onboard both existing and new users.

Impact and Influence

Impact and Influence

Impact and Influence

Adopted across all 11 roles

Adopted across all 11 roles

The platform went live for every role in the final model, replacing the legacy system.

The platform went live for every role in the final model, replacing the legacy system.

The platform went live for every role in the final model, replacing the legacy system.

Carried into TravelCare

Carried into TravelCare

According to a business analyst on the project, the structural thinking behind E-Portal was reused in TravelCare, another in-house product.

According to a business analyst on the project, the structural thinking behind E-Portal was reused in TravelCare, another in-house product.

According to a business analyst on the project, the structural thinking behind E-Portal was reused in TravelCare, another in-house product.

Trusted with HomeCare

Trusted with HomeCare

On the strength of this work, I was asked to lead the HomeCare redesign in 2025.

On the strength of this work, I was asked to lead the HomeCare redesign in 2025.

On the strength of this work, I was asked to lead the HomeCare redesign in 2025.

Reflection on My Work

Reflection on My Work

Reflection on My Work

Complex products are easier to learn progressively

Complex products are easier to learn progressively

Complex products are easier to learn progressively

B2B changed what I wanted to design

B2B changed what I wanted to design

B2B changed what I wanted to design

Consistency becomes harder — and more valuable — at scale

Consistency becomes harder — and more valuable — at scale

Consistency becomes harder — and more valuable — at scale

The design evolved with the understanding

The design evolved with the understanding

The design evolved with the understanding

The team set the pace, and they set it well

The team set the pace, and they set it well

The team set the pace, and they set it well

I’d question new roles before designing for them

I’d question new roles before designing for them

I’d question new roles before designing for them

Designing for failure became a habit here

Designing for failure became a habit here

Designing for failure became a habit here

Other Curated Work

Other Curated Work

Other Curated Work

Looking to connect?

Looking to connect?

Looking to connect?

© 2026 Aryan Aditya Singh