Case study · Product Design

Clootrack

Productizing customer insights into a scalable, self-service platform that lets businesses access, analyze and act on customer feedback on their own.

Role
Product Designer
Duration
Jun ’24 to Jun ’25
Tools
Figma
Website
clootrack.com
01Context

From a service into a product

A scalable platform that enables businesses to independently access, analyze and act on customer insights. It’s built around three core modules: Data Manager, Workflow and Genie.

0+
Data connectors
0
Core modules
Self-serve
One platform
Data Manager
Workflow
Genie
02The challenge

Problem & solution

Problem

Valuable insights were locked behind dashboards and manual analysis run by our team. Businesses had to rely on external support to interpret the data, which was slow, inefficient and impossible to scale. There was no self-service way to act on critical feedback quickly.

Solution

A productized platform that puts customer insights directly in users’ hands. It’s centralized, intuitive and scalable. Three core modules simplify data handling, automate repetitive tasks and surface actionable insights, so companies respond to feedback faster and on their own.

My role, sole product designer

I owned the end-to-end design: understanding user needs and translating them into seamless experiences. I defined user flows across all three modules, brainstormed with stakeholders, and delivered high-fidelity designs, collaborating daily with engineering so developer handoffs were as seamless as the flows themselves. I also led the 2022 website’s complete redesign.

03Module 1 of 3

Data Manager

Objective

A seamless interface to upload, review, clean and transform data from 50+ connectors. It simplifies the complex work of importing and validating data structures, so datasets come out optimized and ready for analysis.

Data Manager dashboard with real-time upload status
A centralized dashboard to monitor real-time dataset status, with a seamless upload flow for 50+ connectors.
Interactive data-transformation grid
An interactive grid, built with the team, to review, clean and transform raw data into optimized sets.

I translated complex technical requirements into an intuitive UI, steering the roadmap toward the highest-impact connectors. A design-led approach delivered a self-service tool that minimized manual support and scaled our data handling.

04Module 2 of 3

Workflow

Objective

Automate repetitive data-cleaning and preparation. A visual, node-based editor lets users compose workflows by adding actions like transform, detect themes and merge, with reusable templates that cut manual effort and error.

Node-based workflow canvas
A visual canvas that simplifies complex logic, designed with engineers for smooth node and connection rendering.
Real-time cleanup suggestions panel
Real-time cleanup suggestions that balance technical data density with a clean layout, so users can validate automated actions.

I defined the functional logic of each node with the dev team, prioritizing the most frequent cleaning actions like deduplication and sentiment detection for immediate value, while keeping the interface accurate and intuitive.

05Module 3 of 3

Genie

Objective

Let users interact with their data effortlessly and derive insights through qualitative and quantitative queries. An AI assistant gives transparent, step-by-step answers, then turns saved insights into professional, on-brand presentations.

Genie conversational AI interface
A conversational interface that breaks complex queries into transparent steps, clearly communicating the AI’s status.
AI-generated presentation export
An export workflow with deep customization of AI-generated visuals, so the output meets enterprise presentation standards.

I designed how Genie communicates its ‘thought process,’ making complex backend analysis readable, and prioritized the presentation generator, the highest-impact bridge between raw data and professional reporting.

06Conclusion

Website redesign

The 2022 site needed a complete overhaul to match the new platform. I rebuilt it as a high-impact entry point for enterprise clients, centered on our “AI Super Agent” positioning, real-time CX analytics and clear value propositions.

Clootrack website, 2022
Before · 2022View archived site ↗
Clootrack website, revamped 2025
After · 2025View live site ↗
07Reflection

Being the sole product designer became a cross-functional leadership journey across the entire product lifecycle. It centered on turning complex customer insights into accessible, self-service tools, and collaborating daily with engineering to make handoffs as seamless as the experiences themselves.