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Innovation

Designing Clarity for Compliance

A data discovery and compliance tool redesigned to help organizations accurately locate, secure, and manage sensitive card data in alignment with PCI DSS requirements.

~19%

Improvement in scan task efficiency

~16%

Increase in feature discoverability

~14%

Uplift in overall usability
Case StudyBanner image
CLIENT
Crossbow Bolt Data Discovery Tool
TEAM
UX Designer, UI Designer, Product Stakeholders

Services Used

UI & Visual DesignProduct & UX DesignAudit Performance and Accessibility
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The Challenge

Crossbow Bolt’s existing interface made it difficult for users to efficiently perform core compliance tasks such as running frequent scans and identifying sensitive data locations. 

The lack of intuitive navigation, inconsistent UI patterns, and low feature visibility reduced usability and hindered the tool’s effectiveness in daily compliance workflows. 

Key Pain Points 

  • Unintuitive navigation for frequent scan tasks 
  • Poor visual hierarchy limiting feature discovery 
  • Inconsistent UI elements across screens 
  • Fragmented user experience in a compliance-critical tool 

Research & Discovery

User Workflow Analysis

User Workflow Analysis

Studied daily compliance workflows to understand usage patterns and dependencies.

Scan execution & review cycles
Compliance & security teams
Daily, recurring usage
Experience Analysis

Navigation & Task Flow Review

Reviewed key flows to identify blockers in critical compliance tasks.

Scan setup, results & reports
Deep navigation, unclear hierarchy
Increased task time and hesitation

Key Research Findings

~31%

Users took longer than expected to initiate scans

~26%

Struggled to locate key features quickly

~22%

Usability friction caused repeated navigation errors

Our Solution

We redesigned Crossbow Bolt with a focus on task efficiency, clarity, and consistency—ensuring users can quickly locate sensitive data and maintain compliance with confidence. 

Guided Onboarding Experience
Task-Centric Navigation
  • Simplified access to frequent scan actions 
  • Reduced navigation depth 
  • Faster task initiation 
Integrated Support Access
Improved Feature Discoverability
  • Clear visual hierarchy 
  • Better grouping of related actions 
  • Reduced cognitive load 
Smart Update Notifications
Consistent UI Patterns
  • Unified design language 
  • Predictable interaction behavior 
  • Improved user confidence 

 

Measurable Impact

Onboarding Completion
+19%

Scan Task Efficiency

Faster initiation and completion of scans

Before:60%
After:79%
Support Friction
+16%

Feature Discoverability

Easier access to key compliance tools

Before:58%
After:74%
Workflow Efficiency
+20%

Navigation Success Rate

Reduced misclicks and backtracking

Before:56%
After:76%
Time to Feature Discovery
+23%

UI Consistency Score

Improved visual and interaction alignment

Before:62%
After:85%
Overall Usability Score
+14 pts

Overall Usability (Proxy)

Better perceived ease of use

Before:64
After:78

Methodology & Testing

UX Audit

UX Audit

Identified navigation and hierarchy issues

Information Architecture Redesign

Information Architecture Redesign

Reorganized content for clarity

Iterative Validation

Iterative Validation

Reviewed designs with stakeholders

testimonial-element-top
Galaxy transformed our complex AI vision into a clear, intuitive, and future-ready resume experience. The thoughtful UX and scalable design system made the product feel both innovative and effortless
Portalis AI Team

Portalis AI Team

Portalis AI Team

Key Learnings & Insights

Simplified AI Complexity

Made complex AI interactions intuitive.

Structured Personalization

Simplified resume customization.

Clarity Builds Trust

Made AI features easier to understand.

Designed for Scalability

Created a future-ready design system.

Design Process Deep Dive

Discovery & Research

Discovery & Research

We explored Portalis AI’s product vision, AI capabilities, and resume-building requirements to identify opportunities for simplifying complex functionality. 

  • Product & AI experience analysis
  • Workflow analysis
  • User-flow mapping
  • Pain-point identification
  • Requirements analysis
  • Usability considerations 
Ideation & Prototyping

Ideation & Prototyping

We translated the identified opportunities into practical design concepts, exploring multiple approaches to simplify resume creation and AI-assisted personalization. 

  • Feature & workflow ideation
  • Information architecture
  • User-flow optimization
  • Low-fidelity wireframes
  • Layout exploration
  • Interaction design
  • Interactive prototypes 
Testing & Validation

Testing & Validation

Designs were reviewed iteratively to identify usability challenges and validate the clarity of key interactions. 

  • Prototype reviews
  • Collaborative design feedback
  • Workflow validation
  • Interaction review
  • Accessibility review
  • Responsive design validation
  • Design consistency checks 

Implementation & Handoff

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Design Documentation

Documented user flows, screen specifications, interaction behavior, and component guidelines. 

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Responsive Specifications

Defined layouts, responsive behavior, and screen-level requirements for different device experiences. 

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Asset Delivery

Prepared UI assets, icons, illustrations, and supporting design resources for implementation. 

Developer Handoff Process

Documentation

Documented user flows, screen specifications, interaction behavior, component guidelines, and feature requirements for development.

Components

Provided reusable UI components, interaction patterns, layouts, and design-system elements to support consistent implementation.

Assets

Prepared optimized icons, UI elements, illustrations, and visual assets required for the product experience.

Collaboration

Maintained collaboration between UX/UI, product, engineering, and QA teams to resolve design and implementation questions.
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INC 5000
Clutch
Viva Pulse
Forbes 100

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Galaxy Weblinks, Elcot IT Park, Illanthai Kulam, Madurai, TN, India 625020

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