Jatin Lathiya
WorkBook a Call
Jatin Lathiya
WorkBook a Call
Back to PortfolioUpmetrics

SaaS app redesign for an AI-powered business planning tool

Upmetrics app — Business Plan Outline

Upmetrics is AI-powered business planning software that helps entrepreneurs turn their business idea into an actionable business plan.

Our goal was to redesign the UI/UX to reduce complexity, improve clarity, and make the product easier to use for first-time users as well as growing teams. We focused on simplifying onboarding, improving navigation across core tools, and creating a more intuitive experience across planning, forecasting, and research workflows.

UI/UX Design

Design System

Interaction Design

Illustrations & Icons

Simplified User Experience

We redesigned the home experience to surface the four most important features upfront, helping users get started faster and access critical tools and settings without confusion.

Simplified User Experience — Home screen

Optimized Widgets

We used customizable widgets to simplify charts, financial data, and expandable cards, making key information easier to access.

Intuitive Design

During the design process, we focused on reducing cognitive load. Helpful micro-copy, clearer labels, and predictable interactions guide users through each step of the process.

Before

Before 1

After

After 1

Before

Before 2

After

After 2

Before

Before 3

After

After 3
Screen 1Screen 2Screen 3Screen 4Screen 5
Screen 6Screen 7Screen 8Screen 9Screen 10
Screen 11Screen 12Screen 13Screen 14Screen 15

Unique Brand Assets

To strengthen Upmetrics' brand identity, we designed a custom set of illustrations and icons tailored specifically to the product.

Brand asset 1Brand asset 2Brand asset 3Brand asset 4
Custom icons
Upmetrics on laptop

AI Business Consultant

The Business Consultant feature was designed to feel like a natural extension of the planning workflow.

Instead of interrupting users, guidance is offered contextually, right where decisions are being made. Sample questions and clear prompts help users refine their plans without feeling lost or overwhelmed.

Upmetrics plan editor
Upmetrics dashboard

Market Research Experience

We redesigned this section to clearly separate benchmarks, forecasts, and actual data. Each insight is grouped logically, making it easier for users to understand how their business compares to industry standards and where improvements are needed.

Market Research Experience
Upmetrics

16pixel helped us simplify a complex product into a clear and intuitive experience. The redesign significantly improved clarity across the product.

52%Faster time to first business plan created
38%Reduction in support tickets

Vinay Kevadiya

Founder, Upmetrics

Vinay Kevadiya

Next project

Breakthrough Apps — Mobile App

Let's Talk

jatin.creatrix@gmail.com
DribbbleInstagramLinkedIn

Case studies

UpmetricsBrunos BarberWorld 11BreakThrough Apps
WorkContact Us