Ledgerly Platform Redesign.

The challenge

Ledgerly's existing dashboard was functionally solid but visually dated, and new users were dropping off during account setup before ever reaching the core product. The team needed a redesign that reduced onboarding friction without slowing down engineering velocity on a live, actively-used platform.

What we did

We ran a discovery phase mapping every step of the existing signup and first-session flow, identifying the exact points where users abandoned setup. From there we rebuilt the onboarding sequence around progressive disclosure — asking for less up front and surfacing advanced configuration only once a user had reached their first "aha" moment inside the product.

• Redesigned the full dashboard UI system, including a reusable component library
• Rebuilt onboarding as a 3-step guided flow instead of a single long form
• Optimized front-end performance, cutting initial load time significantly
• Introduced in-product empty states and contextual tooltips to reduce support tickets

The result

Within the first full quarter after launch, activation rate — the share of signups who completed onboarding and reached an active account — rose 63%. Median time-to-first-value dropped by nearly half, and the engineering team reported the new component system made shipping new features noticeably faster.