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Reducing Support Calls by 70% with a New Dashboard

A complete UX redesign of Trinks B2B dashboard navigation, improving usability, scalability, and mobile responsiveness.

Product DesignUX ResearchInformation ArchitectureUsability Testing
Redesigned Trinks dashboard on desktop and mobile

Overview

Trinks is Brazil's largest beauty services marketplace with more than 1 million B2C users and 50,000 B2B users. Since 2019, it has been part of Stone Group, a payment processing services unicorn.

The Challenge

Redesign a 6-year-old B2B dashboard navigation that had usability and scalability issues, was not responsive, and was contributing to declining new user retention.

Timeline: 6 weeks| Role: Lead UX Designer

Key Problems Identified

Old Dashboard

Old Trinks dashboard: scheduling calendar with a long, crowded side menu

0.0%

Call Center Issues

Of all call center customer issues were related to dashboard navigation problems.

0%

Mobile Responsiveness

The dashboard was not responsive, despite mobile traffic growing faster than desktop.

0 yrs

Outdated UI/UX

Same navigation for 6 years with accumulated usability and scalability issues.

Design Process

I followed a complete design thinking process over 6 weeks, from discovery to post-launch research.

  1. A team session to expose what we knew, assumed, and doubted before touching pixels.

    Output: Action plan for the research phase

1. CSD Matrix

To expose all information the team had about the problem and question assumptions from the beginning, I facilitated a CSD Matrix session (Certainties, Suppositions, Doubts).

Output: Action plan for research phase

CSD Matrix session in Miro
Research artifacts

2. Research

Comprehensive research to understand the problem:

  • 2 Surveys (95 responses)
  • 15 User interviews (new, old, franchise users)
  • Inventory of 77 navigation items
  • Benchmarking with competitors
  • Heuristic analysis

Top Research Findings

User Behavior

  • New users don't explore all features they could
  • New users have more usability issues than old users
  • 30% of users look for features on a search bar
  • Old users are very resistant to changes

Technical Issues

  • Some categories are ambiguous
  • Current navigation can't grow horizontally
  • Icons have different design styles
  • Mobile traffic growing faster than desktop

Competition Insights

  • Competition uses icons on navigation
  • Competition uses vertical menu on desktop
  • Some competitor dashboards are already responsive

User Concerns

  • New users miss a search bar
  • Users confuse video icon with help center
  • Franchise users worried about staff training

Ideate & Prototype

Card Sorting Activity

I conducted card sorting sessions with users to create a new information architecture for the 77 navigation items.

This helped create unique, unambiguous categories based on how users actually think about the features.

Card sorting activity
Prototype evolution

Low to High Fidelity

I created prototypes iterating from sketches to high-fidelity designs in Figma.

  • Vertical sidebar with icons and labels
  • Collapsible menu with tooltip support
  • Global search bar with autocomplete
  • Responsive mobile version with bottom navigation

Top Ideas Selected

Vertical Menu

Redesign as vertical menu for flexibility and scalability

Icons + Labels

Use icons with labels for faster recognition

Global Search

Add search bar with autocomplete and direct links

Optional Transition

Make new solution optional for old users

Testing & Iteration

Usability Testing

I conducted usability tests with 19 participants:

  • 15 users (5 from each user group)
  • 4 internal stakeholders (2 partners, 2 CS)

Test areas: Third menu level, menu collapse, labels, cognitive paths, search usability, icon understanding, tooltip usability.

Usability testing sessions

Adjustments After Testing

Before and after of the menu icons, replaced with a simpler set

Icons Change

Some icons weren't recognized correctly and were replaced

Navigation with a third menu level expanded under Clients

Third Menu Level

Improved the interaction pattern for nested items

Mobile menu screens showing the navigation issues found in testing

Mobile Issues

Refined the mobile navigation experience

Tooltip naming the Agenda icon in the collapsed menu

Tooltip

Added tooltips for collapsed menu state

The Redesign, Side by Side

The core move: replacing a six-year-old horizontal top navigation with a scalable vertical sidebar. Drag to compare the old dashboard with the new one.

Redesigned Trinks dashboard with vertical sidebar navigation
Old Trinks dashboard with horizontal top navigation
BeforeAfter

Launch & Results

Final Trinks dashboard design on desktop and mobile

Final Design

The new navigation was launched with an optional transition for existing users.

  • Vertical sidebar with icon-based navigation
  • Expandable/collapsible menu with tooltips
  • Global search with autocomplete suggestions
  • Responsive design with dedicated mobile experience
  • Notification center accessible from header

Impact & Results

0%

fewer navigation-related support calls after launch — down from 6.5% of all tickets to 2%.

0%

Adoption

From existing users (new users have new solution by default)

0.00%

Negative Feedback

Only 0.55% of negative feedback from all users

0%

Responsive

Navigation now prepared for growing mobile traffic

Lessons Learned

  • Communication is key for major changes: Some users resist changes without understanding the purpose. I would have planned a more complete communication strategy with the PO.
  • Never underestimate performance issues: Some users were frustrated with cache bugs at launch and blamed the entire solution.
  • See the big picture: Major changes have bigger scope than you can imagine. Pay attention to edge cases from the user perspective.
  • Complete design review before launch: Never let developers launch a major UI change without reviewing all user cases.

What's Next

  • 1.Theme selector (light/dark mode)
  • 2.Franchise custom options
  • 3.Responsive components across all pages

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