2022 - 2026

Product Design

UX Design

ESGhub

From Friction to Flow
Architecting an Enterprise ESG Platform

ESGhub is an ESG data management SaaS platform that helps enterprises efficiently collect, report, and analyze sustainability data.

I joined ESGhub at its 0-1 concept stage and quickly grew to lead design for its entire lifecycle. My work focused on establishing data integrity, achieving cross-stakeholder ease of use, and delivering a cohesive product experience.

Company

MioTech

Product

Web App

My Role

Lead Designer

Context

The opportunity

As ESG (Environmental, Social, and Governance) becomes the key metric for measuring long-term business health, companies are facing mounting pressure from regulators, investors, customers, and employees to improve transparency and performance.

The core challenge

The complexity of Data management &
lack of professional guidance of ESG disclosure

Fragmented data across emails, PDFs, and spreadsheets turned cross-departmental and supplier coordination into a massive time sink, trapping users in endless manual follow-ups and validation.

0-1 MVP

Prioritizing Speed-to-Value

For the 0-1 phase, our primary goal was to launch a lean MVP and validate our value proposition in the real market.

Narrowing down the problem

To achieve this rapidly, we bypassed lengthy upfront research, relying on SME collaboration and competitive analysis to define core user scenarios. Based on these insights, we decided to focus on:

Focus Area

Reporting

Target User

ESG managers

Core Problem

Drowning in fragmented data without clear compliance guidance

MVP Launched Design

Automated Frameworks

Professional Indicator Library

Provide imbedded professional indicator library with comprehensive information.

Smart Structuring

Auto-generated reporting structures based on globally recognized frameworks (like GRI) to ensure professional compliance.

End-to-End Reporting Workflow

Guided Pipeline

A linear workflow that leads users seamlessly from select frameworks to final disclosure.

Streamlined Data Entry

Divided lengthy collection forms into separate, focused cards to significantly reduce cognitive load.

1-N Feedback-Driven Iterations

Taming System Complexity
at Scale

Once the MVP was live, we pivoted to a feedback-driven iteration cycle, leveraging support tickets and interviews with active users. Based on these insights and in-depth research, our platform evolved from a basic reporting tool into a comprehensive management and strategy ecosystem.

New challenges appear as the platform grows

As the platform’s scope and complexity increased, new layers of friction emerged.

I synthesized this fresh feedback and deep dive to the core workflow, uncovering three core design challenges to tackle in this phase.

01

The platform bridges diverse domains—each with unique data standards and workflows. It usually need more time for users to navigate the system effectively.

How might we create a clear & cohesive experience across independent yet deeply interconnected modules?

02

The platform serves a diverse range of stakeholders with different mental models, professional backgrounds and target.

How might we design a platform that stays professional for domain experts yet accessible for small-scale suppliers?

03

The flat presentation of data slows down decision-making by requiring manual review and interpretation.

How might we use UX to transform raw data into a "decision cockpit" that accelerate making strategic decisions?

The Solution 01

Progressive Onboarding
Breaking the learning curve
into manageable moments

Recognizing that a lengthy, one-time tutorial creates cognitive fatigue, I adopted a "Distributed Onboarding" strategy to guide users naturally as they explore the platform.

01

High-Level Tour

02

Getting Started Checklist

03

Educational Empty States

04

Process Visualization

High-Level Tour

A concise interactive guide designed to introduce the architecture of major modules, giving users a high-level overview of the platform before diving in.

High-Level Tour

01

A concise interactive guide designed to introduce the architecture of major modules, giving users a high-level overview of the platform before diving in.

Getting Started Checklist

02

Previous iterations lacked prompts for two crucial prerequisite settings, causing early friction for new users.

To resolve this, I introduced a persistent checklist widget that guides users through these essential setup tasks, ensuring a smooth start.

Educational Empty States

03

Instead of blank screens, I utilized empty states to visualize the module's workflow using clear diagrams and direct buttons.

Before

The homepage acted merely as a entry point, duplicating the side navigation.

After

Empty states are transformed into actionable, educational workflows.

04

Process Visualization

As the reporting process expanded post-MVP, we divided it into multiple distinct modules. However, user feedback indicated that this fragmentation made them feel lost.

To fix this, I optimized the navigation system to act as a clear roadmap, highlighting the user's current stage within the broader workflow.

Before

Modules were simply listed, failing to communicate their sequence or relationships.

After

Modules are reordered logically, with visual progress indicators added next to module names to guide users through the reporting flow.

The Solution 02

Role-based design
tailored to diverse user perspectives

While all users access a unified system, we adopted a context-aware design strategy. We analyzed the primary user for each functional module and tailored the interface to match their specific mental models, technical proficiency, and business goals.

The Operator

ESG manager

Working Sections

Task Delegation & Tracking

Target Setting & KPI Management

Data Validation

Background

A domain expert with high data literacy. They deal with complex compliance standards (GRI, SASB) daily and require granular control.

Design Focus

Efficiency & Density
They need information-dense views to manage workflows quickly without excessive clicking.

Macro & Micro Progress Management

Displays the overarching data collection progress while allowing users to monitor the specific status of individual collection units simultaneously.

Information-Dense Summaries

Prioritizes tabular layouts to help domain experts quickly browse, cross-reference, and verify data points corresponding to specific compliance indicators.

The Contributor

Supplier

Working Sections

Data Submission Portal

Compliance Certification Upload

Background

Low-to-mixed digital literacy. They view data entry as an administrative burden and are prone to errors if the system is confusing. They are often not ESG experts.

Design Focus

Guidance & Simplicity
A wizard-style, step-by-step interface with clear instructions to minimize cognitive load and prevent errors.

Action-Oriented Task List

Recognizing that a supplier's primary goal is task completion, we applied prominent color indicators to pending items, differentiating them from the passive monitoring view used by managers.

Familiar & Task focus Data Entry

To reduce the learning curve and accelerate submission, we replaced standard forms with a familiar, Excel-style spreadsheet layout. We also stripped away irrelevant technical jargon, empowering suppliers to focus entirely on the data entry.

The Decision Maker

Executive

Working Sections

Executive Dashboards

Industry Benchmarking

Risk Overview

Background

High-level strategic thinker with extremely limited time. Low patience for operational details or complex navigation. They care about ROI, risk, and brand reputation.

Design Focus

Clarity & Insight
Visualizations must be "glanceable"—delivering key insights and trends instantly without requiring interpretation.

Top-Down Layout Strategy

Organizes content logically from high-level strategic summaries at the top to operational details at the bottom, matching the executive's mental model.

Purpose-Driven Chart Selection

Selects specific data visualization formats based on the data type, minimizing cognitive load and accelerating the discovery of key insights.

Strategic Use of Color

Utilizes red and yellow indicators to highlight risks and performance gaps instantly.

Applies different color blocks to differentiate data ranges, allowing for quick cross-referencing and data mapping.

The Solution 03

Unified Workflow Standardization

To mitigate the complexity of a multi-module platform, I enforced consistency across the product:

Standardized Patterns

I unified the workflows and UI components for similar operational tasks across different domains (e.g., the "Data Request & Collection" pipelines for ESG, Carbon, and Supply Chain modules).

Impact

This consistency reduced the learning curve for users by reinforcing a shared mental model, while simultaneously lowering technical debt for the engineering team through component reuse.

Harmonized Workflows

Data disclosure processes—whether for ESG or Carbon domains—share a standardized core workflow. This ensures a predictable user experience while retaining the flexibility to adapt to specific contextual needs.

Component Standardization

Uniform UI components are deployed for identical tasks across different flows. For instance, the exact same component set is utilized universally whenever a user needs to select ESG disclosure metrics.

AI Extension

AI-Powered Workflows

Empowering the User Journey

Rather than adopting AI for the sake of novelty, we carefully evaluated the user journey to identify where it could drive the greatest efficiency. We strategically integrated AI assistants into these three specific stages:

Automated Data & Audit Linkage

AI-powered OCR automates high-volume data extraction directly from uploaded files. Crucially, it establishes a direct, clickable link between the extracted data and its source document, ensuring both operational efficiency and complete audit traceability.

Accelerating Report Creation

We leveraged Generative AI to instantly transform structured data into readable narrative text. Coupled with multi-language support, this empowers writers to focus on high-level refinement rather than tedious manual drafting.

Executive Insight

An embedded AI Assistant empowers executives by instantly generating data summaries and industry benchmark comparisons, facilitating faster, data-driven decision-making.

Key Takeaways from the Journey

Growing Alongside the Product

Looking back at this journey, my greatest takeaway isn't just the product's evolution, but my own growth alongside it.

When I first joined the project during its 0 to 1 phase as a contributing designer, it was a masterclass in agility. I learned how to cut through the noise, prioritize MVP features, and validate core assumptions quickly in a fast-paced environment.

As the product gained traction and entered the 1 to N phase, I stepped into the Lead Designer role. The challenge fundamentally shifted from "making it work" to "managing complexity." Scaling the platform taught me how to navigate the delicate balance between supporting complex enterprise workflows and maintaining a cohesive, intuitive user experience. I learned to advocate for the user while aligning closely with business and technical constraints. As product grows, it shaped me into a holistic, business-minded product designer.

© 2026 Yufei Wang All rights reserved.

© 2026 Yufei Wang All rights reserved.