UX Case Study

Studio OS Project Management Tool

A local-first, PWA-ready project-management and personal-operations tool for independent creative studios.  

Client
HyperGraphik Design Inc.
Deliverable
Studio OS Project Management Tool
Tools
Figma, Photoshop, Illustrator, Claude Design
Timeline
3 weeks
My Role
UX Design, Creative, Production, AI Management
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hi-fi mobile wireframe
5

iterations

500

browser refreshes

10

hours of prompts and respponses

1

summit reached

Overview

Studio OS is a single-user, offline-first application that unifies the operational life of an independent creative professional: client projects and their revision rounds, deliverables with versioned client feedback, time and budget, invoicing and personal cashflow, and a personal layer of to-dos, habits, goals and journaling. It is built as a local-first PWA (data in the browser via IndexedDB, assets in the Origin Private File System) with optional CouchDB sync for true multi-device use.

This report documents the UX process behind the product: who it is for, what they need, how the design was researched and validated, and how the artifacts: personas, journey map, wireframes and prototype, connect to one another.

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The Challenge

A local-first, PWA-ready project-management and personal-operations tool for independent creative studios.

 

UX Process Report - Studio OS PM Tool

User needs mapping

 

Independent creatives operate a whole business alone, yet their tooling is fragmented: a task app, a spreadsheet for money, scattered email/Figma feedback, and sticky notes for ideas. The needs below were distilled from the research in Section 3 and mapped to the underlying goal and the product response.

User need

Underlying goal

How Studio OS addresses it

“See where each project stands without digging.”

Reduce cognitive load & context-switching

Phase pipeline + a Today dashboard aggregating due items, cash and goals

“Stop unbilled scope creep.”

Protect profitability

Revision rounds as first-class objects; time logs roll up per round

“Know if a project actually made money.”

Financial clarity

Fixed/hourly budget model: quote vs. effort + expenses = margin

“Manage feedback on each version in one place.”

Tame the review loop

Deliverables → versions → threaded client/studio feedback

“Understand my runway, not just project income.”

Personal financial stability

Cashflow projection from invoices + recurring expenses + other income

“Capture ideas and stay consistent.”

Sustain personal practice

Idea inbox, habits with streaks, journal, weekly review

“Work across my laptop and phone.”

Continuity

Local-first data with optional CouchDB sync; mobile-first layout

 


 

User research

 

Exploratory research

Goal: understand how solo creatives actually run their studios before committing to a solution.

Methods:

  • Semi-structured interviews (n=6) with freelancers and 1–3 person studios across brand, web and design.
  • Diary-style probe: participants logged every tool they touched during one client project.
  • Competitive teardown of generic PM tools (Asana, Trello, Notion) and finance tools for freelancers.

Key findings:

  • Tickets ≠ how creatives think. Work moves through phases and revision rounds, not flat task lists.
  • Money clarity arrives too late. Profitability is discovered after a project, not during it; scope creep is rarely billed.
  • Feedback is scattered. Version feedback lives in email, chat and design-tool comments simultaneously.
  • Business and personal blur. “Is this project profitable?” and “can I pay rent?” are the same anxiety, answered in different apps.

 

Ownership matters. Several participants were wary of cloud lock-in and wanted their data portable.


 

Evaluative research

 

Goal: validate that the proposed model (phases, rounds, deliverables, unified finance) is usable and matches real workflows.

Method: moderated usability sessions on the working prototype, five core tasks, think-aloud, with a simple severity scale (1 cosmetic – 4 blocker).

Task

Result

Finding

Severity

Open a revision round and log time to it

Pass

Round-as-object was immediately understood and welcomed

Tell whether a fixed-fee project is still profitable

Pass (with a pause)

Users wanted the margin figure more prominent

2

Attach a new version and leave client feedback

Pass

Version → feedback thread matched mental model

Find runway for the next 3 months

Partial

Users expected goals to be period-scoped, not lifetime

2

Switch projects on a phone

Fail → fixed

Sidebar list was unreachable on mobile

3

Actions taken: margin surfaced in the budget header; goals were period-scoped to year/quarter; a mobile bottom tab bar plus a horizontal project switcher replaced the desktop sidebar on small screens.


 

Stakeholder mapping

 

Even a solo tool has a small constellation of stakeholders. Mapped here by their interest in the product and their influence over its success.

Stakeholder

Role / interest

Influence

Engagement

Studio owner (primary user)

Runs the business; lives in the tool daily

High

Co-designs; drives every decision

Clients

Receive deliverables, give feedback, pay invoices

Medium

Touch the feedback & (future) review-link flow

Contractors / collaborators

Occasional help on larger projects

Low–Medium

Future shared-access consideration

Accountant / bookkeeper

Consumes financial output at tax time

Low

Benefits from export; not a direct user

The maker (HyperGraphik)

Designs, builds and self-hosts the product

High

Owner-operator of code, design & sync infra

Power/interest read: the studio owner sits top-right (high power, high interest) and is the design north star; clients are mid-interest and engaged only at the feedback boundary, which is exactly where the service blueprint focuses.


 

Personas

Two personas, both 30–40 and running creative practices, bracket the audience: an established studio owner focused on profitability and control, and a freelancer-becoming-studio focused on stability and collaboration.

Persona 1

Daniel Cruz — 37 — Founder & Creative Director

One-person brand + web studio · Greater Toronto Area

Snapshot

Runs a solo studio after a decade agency-side. Designs and builds (brand systems, WordPress/ACF sites). Bills a mix of fixed-fee and hourly. Comfortable technically; protective of his time and margins.

Goals

Know each project’s profitability in real time

Contain scope creep across revision rounds

See business and personal cashflow in one place

Spend less time switching between tools

Frustrations

Stitching Asana + spreadsheets + email feedback together

Discovering a project lost money only after delivery

Clients re-opening “finished” work without it being billed

Behaviors

Thinks in phases and rounds, not tickets

Wants production-ready output, not partial drafts

Reviews finances weekly; anxious about quiet months

Needs the product meets

Revision rounds with time/$ rollup

Fixed/hourly margin at a glance

Unified finance + runway

Fast capture so nothing is lost

“I don’t need another to-do app. I need to know if this project is making money before it’s over.”

Persona 2

Maya Okafor — 32 — Freelance Designer (studio-in-the-making)

Freelance brand & motion · works with 1–2 contractors · mobile-heavy

Snapshot

Three years freelance, starting to subcontract and think like a studio. Design-strong, less developer. Income is irregular; works across laptop and phone, often on the move.

Goals

Smooth, centralized client feedback

Stabilize feast-or-famine income

Build consistent working habits

Never lose a fleeting idea

Frustrations

Feedback scattered across email and design-tool comments

Cashflow anxiety between projects

Inconsistent routines; ideas lost in notes apps

Behaviors

Collaborates with contractors on bigger jobs

Captures ideas on her phone between meetings

Checks in on goals and habits to stay grounded

Needs the product meets

Deliverable versions + one feedback thread

Cashflow projection & runway

Habits, journal, weekly review

Genuinely usable mobile layout

“Half my work happens on my phone between calls. If I can’t capture it there, it doesn’t exist.”


 

Journey mapping

End-to-end journey for Daniel running a fixed-fee client project through Studio OS — the product’s spine. Emotion is charted from low (✖) to high (✔).

Stage

Doing

Thinking / feeling

Pain point

Opportunity

Kickoff

Creates project, sets quote & phases

“Let’s start clean.” (✔)

Setup friction in generic tools

One screen to define project + budget

Production

Logs time, advances phases, uploads versions

“Am I on track?” (≈)

Effort vs. fee invisible mid-project

Live margin in budget header

Revision

Opens rounds, collects client feedback

“Is this still in scope?” (✖)

Unbilled scope creep

Time + $ rolled up per round

Delivery

Marks approved, sends final invoice

“Did this pay off?” (≈→✔)

Profit unclear until later

Margin + invoiced/collected on the project

After

Reviews finance, runway, weekly review

“What’s next, and am I okay?” (✔)

Business vs. personal split across apps

Unified Finance + Today dashboard

 


 

Lo-fi wireframes

Low-fidelity layouts established structure and hierarchy before any styling, validating the information architecture (nav model, dashboard aggregation, project sections) cheaply.

Today (home) — structure

lo-fi wireframe

Lo-fi: left nav, greeting, four KPI cards, agenda, habits, goals, quick capture.

Project detail — structure

lo-fi wireframe

Lo-fi: phase pipeline, budget block, and the deliverables → version → feedback module (dashed = newly introduced flow).


 

Hi-fi wireframes & service blueprint

 

Hi-fi wireframes (Pop Block design system)

High-fidelity screens apply the “Pop Block” system: bone canvas, navy outlines with hard offset shadows, neon green for active/positive states, gold as a warm tertiary, and an editorial serif for headings. The Today screen below is also a static capture of the working prototype’s home.

hi-fi wireframe

Hi-fi: Today (home) — also the prototype’s live home screen.


hi-fi wireframe

Hi-fi: Project detail — phase pipeline, billing-aware budget, and the deliverables/versions/feedback module.

Service blueprint — client feedback on a deliverable

The one genuinely multi-actor flow. The blueprint adds the backstage to the journey: what the client sees (frontstage), what the studio owner does, and the systems beneath the line of visibility.

Layer

Submit version

Client reviews

Feedback logged

Resolve & re-version

Approve

Client action (frontstage)

Receives version/link

Views asset, comments

Sees updated version

Confirms approval

Line of interaction

———

———

———

———

———

Owner action (backstage)

Uploads asset, sets ‘review’

Shares with client

Tags note client/studio

Edits, adds ‘v2’

Sets ‘approved’

Line of visibility

———

———

———

———

———

Systems / support

OPFS asset store + version meta

Render thumbnail

Feedback collection (synced)

Version factory, soft-delete

Status cycle; goal credit

Where it pays off: the blueprint exposes that “client reviews” currently happens outside the app (email/link). That points directly at the next build — a read-only client review link — which the data model already supports.


 

Collaborative design

The product was built through tight designer–maker collaboration, mirroring how the studio owner already works with clients: propose options, select a direction, then iterate with precise feedback.

  • Concept selection. Two design directions (“Acid Minimal” and “Pop Block”) were mocked statically and chosen from — Pop Block, with a refinement (bone sidebar + neon line).
  • Structured choice points. Pillar priorities, finance modeling decisions, and personal-feature scope were each decided from a small set of options rather than open-ended.
  • Iterative QA rounds. Each build was returned with root-cause feedback and integrated structurally, not patched — the same revision-round discipline the product encodes.

Production-ready increments. Every round delivered a complete, runnable artifact, keeping the prototype continuously testable.


 

Prototyping

The prototype is a working, self-contained PWA — not a clickable mock. It runs the real data model and interactions:

  • Local-first storage: structured data in IndexedDB; uploaded assets in the Origin Private File System, with graceful fallbacks.
  • Sync-native schema from line one: UUID keys, soft deletes, and an updatedAt on every record — designed for replication, not retrofitted.
  • Optional multi-device sync via a self-hostable CouchDB adapter (last-write-wins on updatedAt, with conflict handling).
  • Four areas — Today, Projects, Personal, Finance — with a mobile bottom-tab layout for small screens.

Because the prototype is real, evaluative research ran against actual behavior (persistence, timers, budgets, feedback threads) rather than a facsimile — making findings directly actionable.

Recommended next steps

  1. Read-only client review link for deliverable versions (closes the frontstage gap in the blueprint).
  2. Asset replication so files follow the user across devices, not just metadata.
  3. Auto-sync (interval or on-change) layered over the existing manual sync.
  4. Period-scoped goal labels surfacing the active window on the Today dashboard.

 

Prepared as a UX process report for Studio OS.

 

Outcomes

The final design delivers a funky yet minimal PM tool. The UX process was pivotal in streamlining the features that were developed,resulting in a smooth and intuitive interface.