GM Platform

UX Audit

The GM Platform is a grant management system designed to help organizations create, manage, and review grant programs through an AI-assisted workflow. I conducted a UX research and audit to evaluate the onboarding experience and key task flows for both builders and reviewers, identifying usability issues and opportunities to simplify the overall interaction model.

Company:

StableLab

Role:

Product Designer

Year:

December 2025 - January 2026

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Challenge

The platform relied on a conversational onboarding flow that often created friction and confusion for users. Key issues included unclear system status, inconsistent interaction patterns, unnecessary steps like organization selection, and progress indicators that did not accurately reflect task completion. Some flows also failed to preserve user inputs or allow users to recover easily from mistakes, which increased cognitive load during setup.

Objective

Conduct a structured UX audit to identify usability gaps across the onboarding and task workflows. The goal was to reduce cognitive load, improve system clarity, and create a more predictable and guided onboarding experience for different user mindsets including first-time users, builders, reviewers, and power users under time pressure.

Results

The audit uncovered multiple usability improvements across onboarding, navigation, and interaction feedback. Recommendations included simplifying login flow, introducing clearer progress indicators, improving action clarity, ensuring state persistence when navigating steps, and aligning the conversational interface with a more structured guided workflow. These insights informed design iterations that reduced friction during organization setup and improved overall task completion clarity for users.