As part of the product team at Even Financial, I was able to help develop their partner facing SaaS platform, ‘Portal’. At the time, Even’s partners and internal account managers relied on two fragmented admin systems designed and built quickly by engineers early in Even’s history. The vision for Portal was to not only serve as a unified system for the internal team but provide transparency, analytics, and efficient work flows to external partnerships as well.
At the genesis of this product, I worked closely with the product manager and both internal and external stakeholders to determine a long term objective-based roadmap in an attempt to insure the feasibility and success of the product as a whole.
This case study will focus on the first objective within that roadmap.