Customer
Portal

ROLE

Product design

COMPANY

OpenBlock

YEAR

2024-2025

Designed a DeFi portal for organizations to track protocol onboarding and monitor real-time incentive program statuses.

NORTHSTAR

The Customer Portal offers a streamlined "CRM" experience, improving efficiency by centralizing deliverables, tracking milestones, and providing clear incentive program insights.

PROBLEM FRAMING

High-friction onboarding and the lack of a centralized view of incentive performance led to delays and difficulty in assessing the impact of incentive programs.

I led the design transformation of the company, helping OpenBlock transition from a consulting approach to a scalable data infrastructure platform that protocols could build on.

HOW OPENBLOCK WORKS

Mission-critical software for blockchain protocols to efficiently model and allocate token incentives.

HOW MIGHT WE DRIVE CUSTOMER SUCCESS?

  • Enable streamlined onboarding

  • Give organizations real-time insights to optimize incentive programs

  • Provide a single source of truth for program tracking and user engagement

USER RESEARCH

Collaborating with my product manager, we conducted usability studies with 6 customers spanning two segments: organizational partners and protocols. While testing the protocol onboarding flow, I explored two variations

OPTION A

Allow protocols to submit queries from an existing data indexer (Dune, The Graph, Flipside).

OPTION B

AI-powered query generation

LEARNINGS FROM RESEARCH

  • Launched a staged rollout, starting with Pre-Existing Data Submission for faster shipping, then adding AI-powered queries to drive network effects and retention.

TRACKING PROGRAM INCENTIVE METRICS

After a program is approved, all details are added, and data verified customers can use dashboards to track program analytics, gaining clear insights into trends and token incentive usage to support informed decision-making.

DESIGN SYSTEMS

Additionaly, I led the design systems effort, ensuring a seamless user experience across both light and dark modes in the interface.

IMPACT & LEARNINGS

The Client Portal validated the platform expansion strategy with the following outcomes:

Shortened Time-to-Value: Provided users with a centralized command center for faster access and streamlined operations.

Improved Onboarding: Defined a clear and efficient path for customer and protocol onboarding.

The Client Portal validated the platform expansion strategy with the following outcomes:

Shortened Time-to-Value: Provided users with a centralized command center for faster access and streamlined operations.

Improved Onboarding: Defined a clear and efficient path for customer and protocol onboarding.

The Client Portal validated the platform expansion strategy with the following outcomes:

Shortened Time-to-Value: Provided users with a centralized command center for faster access and streamlined operations.

Improved Onboarding: Defined a clear and efficient path for customer and protocol onboarding.

The Client Portal validated the platform expansion strategy with the following outcomes:

Shortened Time-to-Value: Provided users with a centralized command center for faster access and streamlined operations.

Improved Onboarding: Defined a clear and efficient path for customer and protocol onboarding.

KEY RESULTS

Enhanced engagement by enabling customers to review protocol information and track program progress, leading to improved retention.

27%

Increased protocol onboarding conversion rates.

3.4%

Improved retention over 30 day maturation window

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