Experience Strategy & Product Design for a Partner Relationship Management Platform

Product Strategy · Concept Development · User Flows · Information Architecture · UX/UI Design · Design Systems

Torchlite is a Salesforce-connected SaaS Partner Relationship Management (PRM) platform designed to help vendors and channel partners collaborate more efficiently through partner directories, automated payments, deal registration, referral tracking, onboarding workflows, and marketplace-driven engagement tools. The platform supported co-selling, co-marketing, and partner enablement initiatives while helping organizations manage complex partner ecosystems through a centralized, scalable experience.

I worked directly with Torchlite leadership to help shape the experience strategy, concept development, workflows, interface systems, and product vision across multiple connected experiences — including the Partner Engagement Platform, freelance marketplace, Salesforce-connected workflows, and supporting marketing website experiences.

The work focused on translating complex partner and CRM-integrated workflows into intuitive, scalable user experiences that supported onboarding, partner collaboration, resource-sharing, pipeline visibility, and long-term platform growth.

UX/UI workflows, mockups, and interface concepts were also used during onboarding discussions, product demos, and enterprise sales conversations with companies including Terminus, Sendoso, and Salesloft as the platform evolved from early-stage concepting into a growing SaaS product ecosystem.

Experience Strategy & Product Concept

Before defining screens and workflows, the work focused on understanding how the platform should behave, scale, and support users over time.

The goal wasn’t simply to redesign interfaces — it was to create a clearer product experience that aligned business goals with real user needs while establishing a flexible foundation for future growth.

Early concept exploration included:

• Defining the product experience and success criteria

• Evaluating user priorities and behavioral patterns

• Establishing information hierarchy and content relationships

• Exploring interaction models and workflow opportunities

• Building a scalable system that could evolve alongside the platform

This strategic groundwork informed the UX approach, interface decisions, and final experience direction throughout the project.

Key UX Contributions

User Flow & Journey Mapping

• Mapped end-to-end partner engagement workflows, creating seamless navigation and user interactions between vendors, partners, administrators, and the marketplace ecosystem.

• Defined user journeys for deal registration, partner directory discovery, referral tracking, onboarding, and Salesforce-connected CRM workflows to improve partner collaboration and co-selling visibility.

• Developed onboarding and activation flows for vendors, partners, and freelancers, helping simplify engagement and reduce friction across multiple product surfaces.

Sitemap & Information Architecture

• Designed a scalable information architecture aligned to vendor, partner, freelancer, and admin needs — improving discoverability of key platform features including co-selling, partner resources, payments, lead tracking, and referral management.

• Structured platform navigation and modular content systems to support product expansion as the SaaS ecosystem evolved across marketplace, PRM, onboarding, and CRM-connected experiences.

Wireframes & UX/UI Design

• Created wireframes, UX flows, and high-fidelity prototypes that streamlined the platform’s core functionality while supporting scalable growth across connected product experiences, including:

  • Partner Directory — Enabling vendors to manage, discover, and showcase channel partners and services.

  • Referral & Deal Registration — Providing partners with automated deal tracking, lead submission, and referral management workflows.

  • Automated Payments — Simplifying commission tracking, payout visibility, and partner compensation experiences.

  • Pipeline Visibility — Surfacing real-time Salesforce and CRM-connected data to improve sales, marketing, and partnership alignment.

  • Marketplace & Freelancer Profiles — Supporting app discovery, freelancer visibility, partner resources, service listings, onboarding workflows, and engagement tracking within a scalable marketplace ecosystem.

• Developed responsive UX/UI systems and reusable interface components, ensuring consistency and usability across desktop and mobile experiences.

Product Design for Marketplace Growth

• Designed a scalable UX/UI framework supporting early-stage SaaS customer acquisition, allowing organizations to begin with lightweight/free modules and expand platform usage as partnership programs matured.

• Created referral-driven engagement workflows that enabled partners to invite vendors, expand marketplace participation, and support organic ecosystem growth.

• Integrated Crossbeam-powered co-selling workflows and Salesforce-connected partner engagement experiences, enabling vendors to identify mutual prospects, improve pipeline collaboration, and strengthen partner visibility.

• Designed UX/UI workflows, mockups, and product concepts used in onboarding discussions, product demos, and enterprise sales conversations with organizations including Terminus, Sendoso, and Salesloft.

Impact & Results

• Enterprise Customer Adoption & Market Validation — Supported the growth of a Salesforce-connected SaaS PRM platform that successfully onboarded enterprise customers and positioned Torchlite competitively against larger partner relationship management platforms including Impartner.

• Scalable UX/UI Systems — Designed modular, reusable UX/UI frameworks that supported platform expansion across partner engagement, onboarding, referral tracking, CRM-connected workflows, and marketplace experiences.

• Streamlined Partner Collaboration — Simplified complex vendor-partner workflows including deal registration, co-selling, pipeline tracking, onboarding, and referral management through clear user flows and scalable interface systems.

• Sales Enablement & Product Vision Alignment — UX/UI workflows, mockups, and interface concepts helped communicate product vision, support onboarding discussions, and facilitate enterprise sales conversations with customers including Terminus, Sendoso, and Salesloft.

• Marketplace Ecosystem Growth — Helped shape a scalable marketplace and partner engagement ecosystem supporting partner discovery, freelancer participation, service listings, onboarding resources, and long-term SaaS platform growth.

The Torchlite Partner Engagement Platform required a scalable UX/UI framework capable of supporting evolving business needs across vendors, partners, freelancers, and administrators. By implementing structured user flows, scalable information architecture, reusable interface systems, and CRM-connected workflows, I helped design a competitive SaaS partner engagement ecosystem focused on clarity, usability, onboarding, collaboration, and long-term platform growth.

How this work applies to your project

If you’re planning a website or digital product redesign, this is the kind of strategic UX/UI thinking I bring to every project. Interested in working together?