Novabook Practice Management Platform

Designed the first internal tool for Novabook's Sales and Accountants teams. A single place to manage clients, track compliance deadlines and spot upsell opportunities.

• B2B SaaS
• Practice Management
• Internal Tools
• Data Design

Role

Value: Senior Product Designer

Duration

Value: 6 Weeks

Platform

Value: Desktop Web App

Key Result

Value: 2.5x Daily Usage

2.5

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Daily Active Usage

0

Missed Compliance Deadlines

68

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Service Changes Self-Serve

55

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Fewer Support Tickets

Two internal teams, Sales and Accountants, were managing their entire client portfolio across Asana, spreadsheets and Google Drive. There was no dedicated product for either team. Compliance deadlines were being missed and sales opportunities were going unnoticed.

• No dedicated tool for the Sales or Accountants team
• Compliance deadlines tracked manually in spreadsheets with no alerts or escalation path
• Sales had no visibility of subscription status or billing issues across the client portfolio
• No shared client record between teams, leading to duplicated effort and missed handoffs

I designed five interconnected modules built on shared component patterns, so that learning one module immediately transferred to the next.

Bold: Company Overview

: the central client record bringing together payroll, VAT, filing, services and billing in one place

Bold: Accounting module

: compliance deadlines shown by proximity with risk flags for VAT, director loans and R&D

Bold: Payroll clients

: expandable rows with PENDING/RECEIVED status badges replacing manual weekly check-ins

Bold: Subscribers

: billing status badges giving Sales a live view for upsell and re-engagement conversations

Bold: Novabook Services

: self-serve service configuration with a live pricing summary

Group: Accountants

Compliance deadlines became visible and manageable. The Monday morning client review moved from a spreadsheet hunt to a structured platform workflow.

Group: Sales

The Subscribers module gave a live view of billing status. Upsell conversations started happening proactively rather than only when a client called in.

Group: Both teams

Moved from spreadsheets into the product within the first two weeks. Company Overview became the shared starting point for every client conversation.

Cta Heading: Read the complete case study

Team interviews, module-by-module design decisions, shared component patterns, and measurable outcomes.

Contact Line1: Need to make complex data accessible?

Contact Line2: Let's design the dashboard that drives action.