Expert Network Platform

A client books an expert call in 11 steps — submit the request, define angles, review suggested experts, qualify, schedule, clear compliance, talk, rate, pay. Before the redesign those steps lived in emails, phone calls, and staff spreadsheets stitched together by hand.

I designed it as an ecosystem where each audience gets its own app — Client, Expert, Compliance, Staff — and the workflow moves between them without leaving the platform.

Clients come to an expert network for speed: a call this week, an insight before the deal closes. But the old app could not answer their most basic question — what is happening with my project right now? So clients emailed, account managers dug through the system, and hours were lost on both sides. I put the pipeline on the surface: every project shows its experts by stage, from review to completed, with search, case codes, and sorting that match how investment teams actually file their work.

A booked call is the product — it is the moment the network earns its fee, and it was the easiest place to lose one. Booking went through account managers: rounds of emails to find a time while the expert drifted off the market. I made scheduling self-serve — clients see an expert's live availability, pick a slot, and reschedule without a human in the loop, from any device, mid-meeting or on the way to one.

Four apps on one platform — and every screen drawn by hand was a chance for them to drift apart. I built a design system as the platform's shared language: components, patterns, and guidelines that describe behavior once, for designers and engineers alike. New screens assembled from the system instead of starting from scratch, most behavior questions were answered before they reached a BA, and any designer could pick up someone else's task mid-flight.