CASE STUDY
Tailoring Lean for the Field
Designing the Mobile Experience for Oracle Primavera Prime
-
Client:
A Century-Old Investment & Wealth Management Firm -
Role:
Lead Product Designer -
Team:
Private Wealth Management -
Duration:
2022
-
Client:
A Century-Old Investment & Wealth Management Firm -
Role:
Lead Product Designer -
Team:
Private Wealth Management -
Duration:
2022
-
Client:
A Century-Old Investment & Wealth Management Firm -
Role:
Lead Product Designer
-
Team:
Private Wealth Management -
Duration:
2022
Building Design That Outlasts You
Designing the first mobile experience for a complex enterprise platform taught me a key truth: good UX meets people where they are. In this case, that meant in the field—onsite, offline, and on the move.
I led the mobile design effort during the earliest phase of Oracle Primavera Prime, aligning stakeholders, simplifying complex workflows, and building a foundation strong enough to carry through long after my engagement ended. That experience helped define how I work today: leading with clarity, embedding strategy early, and leaving teams stronger than I found them.
This mindset is now the backbone of The UX Leadership Lab.
Background
Oracle was preparing to launch Primavera Prime, a cloud-based project and portfolio management tool aimed at infrastructure-heavy industries. But there was a gap: they needed a mobile-first experience designed specifically for field teams—and they needed it to scale with enterprise demands.
THe Ask:
- Serve a range of users, from highly technical PMs to tech-shy contractors
- Work reliably in challenging environments (job sites, warehouses, remote offices)
- Match the simplicity of mid-market competitors without losing enterprise power
Challenge
We needed to translate Lean Construction principles into a usable, intuitive mobile tool that could function in real-world jobsite conditions. The app had to feel seamless for foremen and executives alike—while aligning with Oracle’s broader platform strategy.
Complicating matters:
Many users had limited comfort with mobile tech
Connectivity wasn’t guaranteed
A tight timeline required high-impact output from day one
Research & Discovery
Competitive Analysis:
We analyzed leading tools used in the field—Excel, Pipefy, FieldLens, Airtable, and more—looking for patterns that made them stick without overloading users.
User SegmentatioN:
General Contractor
Big-picture oversight
Supervisor (Foreman)
Day-to-day coordination
Contractor
Task execution and real-time updates
Design Sprint & TestinG:
Through a one-week sprint, we aligned on workflows, surfaced assumptions, and validated our direction with low-fidelity prototypes and targeted user testing.
Design Process
Wireframing & Flow Design:
I designed high-fidelity wireframes and interaction flows for:
- A Lean work board optimized for mobile
- Task creation, escalation, and resolution flows
- A field-first interface designed to scale over time
Omni-Channel Coordination:
Working alongside the web UX lead, I helped ensure mobile and web formed a cohesive experience—allowing field users and office staff to collaborate smoothly without duplicating work or logic.
Final Solution
- A validated mobile UX vision rooted in Lean principles
- High-fidelity wireframes and detailed flow documentation
- Strategic UX recommendations to support long-term scalability
- UX handoff materials for Oracle’s internal design and engineering teams
Results & Impact
Laid the mobile UX foundation for Oracle Primavera Cloud
Helped Oracle embrace a field-first mindset in enterprise design
Delivered systems that balanced power and simplicity
Provided a strategic springboard for future product development
This project proved the value of early, embedded UX leadership—guiding clarity through complexity, and enabling long-term success without constant oversight.
Final Thoughts
Designing for the field is about more than elegant screens—it’s about strategic foresight, aligned teams, and resilient systems. My time on this project taught me how to lead through ambiguity, translate real-world needs into scalable solutions, and build tools that last.
That’s exactly the kind of value I bring through The UX Leadership Lab.