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Case Study: Building Xperiti's Enterprise Research Platform from Scratch

UI

Vishal Anand

209 views · 5 min read

5 min read  |  1 months ago


Case StudyEnterprise SaaSAngular DevelopmentUX Design System

Building a complex market research platform for enterprise users requires robust product thinking, modular information architecture, and meticulous engineering. This deep-dive case study explores how we turned Xperiti's vision into a high-performance shipped platform that was eventually acquired by Ipsos.

Introduction: The Complex Landscape of Enterprise Research

In the global market research sector, speed and precision are everything. Corporate strategy, venture capital due diligence, and product positioning depend on qualitative and quantitative insights extracted from pre-vetted industry experts. Yet, the tools used to coordinate, verify, and execute these complex expert interviews have historically been fragmented, manual, and prone to human error.

When Xperiti, a US-based market research SaaS disruptor, set out to solve this issue, they faced a monumental task: building a comprehensive, multi-role enterprise research platform from the ground up. The platform needed to coordinate workflows between expert candidates, internal research analysts, compliance officers, and corporate clients—all while handling massive quantities of real-time data under strict regulatory constraints.

To turn this ambitious vision into a shipped reality, Xperiti partnered with **UI Pirate**. This deep-dive case study walks through how we leveraged robust product thinking, custom information architecture, premium UX design, and high-fidelity Angular development to construct a platform that was eventually acquired by **Ipsos**, a world leader in market research.


Phase 1: Deep Discovery and Product Thinking

Enterprise SaaS applications fail when they are treated as simple collections of pages. A platform with multiple distinct user roles requires deep analysis of operational workflows. Our discovery phase focused on dissecting the daily routines and friction points of three primary user groups:

User Role

Primary Goal

Key Friction Point

Our Design Solution

Expert Candidates

Provide background information; schedule interviews.

Complicated forms; repetitive data entry; manual coordination.

Ultra-lean onboarding; automated LinkedIn parsing; integrated scheduling.

Research Analysts

Vet candidates; manage compliance; generate briefs.

Data overload; manual status updates; copy-pasting documents.

Unified operational dashboard; step-by-step progress tracking; automated PDF generation.

Corporate Clients

Review candidate lists; download transcripts; track budget.

Scattered emails; poor visibility into interview status.

Clean client portal; interactive candidate comparison matrix; unified billing.

"Rather than jumping into wireframes, we mapped the complete lifecycle of a single research project—from the moment a corporate client submits a query to the final delivery of the expert interview transcript."


Phase 2: Defining the Information Architecture (IA)

With three distinct user roles interacting on the same platform, information architecture was the defining factor of success. We needed a layout structure that felt intuitive, safe, and powerful.

1. Role-Based Navigation Matrix

We designed a flexible navigation system that altered its configuration based on user authentication privileges. Admin views focused on bulk actions and queue management, while client portals highlighted strategic project lists and visual progress bars.

2. Simplifying Complex Data Grids

Enterprise research involves scanning hundreds of expert resumes. We designed a custom "Expert Card System" that summarized candidate credentials, compliance status, and pricing at a glance, allowing analysts to review and approve dozens of profiles in seconds rather than hours.


Phase 3: The Design System (Figma to Code)

To support rapid product iterations, we established a robust, scalable design system. We designed a curated typography hierarchy using modern geometric sans-serif fonts, paired with a charcoal-to-white dark-light background theme and signature brand accents to keep user focus high.

Every element designed in Figma—buttons, inputs, status badges, modals, charts—was documented and mapped directly to reusable frontend components. This eliminated the design-to-development handoff friction and guaranteed 100% visual consistency between design mocks and the compiled app.


Phase 4: High-Performance Angular Frontend Engineering

For a data-heavy enterprise SaaS application, Angular was chosen as the primary frontend framework because of its strict structural standards, strong typing with TypeScript, and powerful modular architecture.

1. Strongly-Typed Modular Codebases

Using TypeScript allowed us to establish strict interface contracts for all core data models (e.g., Projects, Experts, Transcripts). This meant that any mismatch in data shapes was caught instantly at compile time, eliminating standard runtime bugs that plague weaker frontend stacks.

2. Component Reusability & Performance

We engineered a modular library of reusable Angular components. By utilizing Angular's OnPush Change Detection Strategy and optimizing DOM rendering with trackBy functions in large expert lists, we guaranteed 60fps rendering speeds even when displaying thousands of complex data points simultaneously.

3. Seamless API Integration

We constructed a structured HTTP service layer to interface with the Node.js backend. This included automated interceptors for token management, graceful global error handling, and offline fallback states to keep operational analysts productive under fluctuating network conditions.


The Business Outcome: Strategic Acquisition

The shipped platform did not just look premium; it operated as a highly efficient engine that transformed Xperiti's operational metrics:

  • Time-to-Value (TTV): The time required to source and vet an expert candidate dropped by over 40%.

  • System Adoption: Over 90% of corporate clients transitioned from email updates to using the client portal exclusively.

  • Enterprise Valuation: The exceptional user experience, architectural stability, and operational efficiency of the platform culminated in a successful acquisition by **Ipsos**, cementing Xperiti's legacy in the global research market.

This success story stands as a testament to what is possible when product design and development are integrated seamlessly under a singular, product-first vision.

Are you looking to design and build your next enterprise SaaS platform, modern web app, or complex frontend codebase? Let's turn your vision into a premium, custom reality. Contact UI Pirate today to discuss your product roadmap.

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