Updating fees from days to hours through strategic leadership

Updating fees from days to hours through strategic leadership

Research

Product strategy

Product management

Product design

To protect confidentiality, names and specific details in this case study have been modified.

To protect confidentiality, names and specific details in this case study have been modified.

Quick overview

Product:

Content management system for local councils

Role:

Senior Product Designer

Scope:

Cross-functional leadership

Product management

Research validation

Information architecture

UX strategy

UI design

Prototyping and user testing

Developer handover

Project handover

Timeframe:

3 months and 2 weeks from concept to release, including 6 weeks of user validation (2024-2025)

Challenge

Councils across Australia and New Zealand had a problem. Every June, finance teams spent three days manually updating fee schedules before the new financial year started.

The process worked, but it was painful:

  • Copying fees from spreadsheets into PDFs

  • Updating individual service pages

  • Finding errors after everything was published

For our business, this was a significant opportunity. In a saturated CMS market, we needed premium modules that could attract new clients and encourage existing ones to upgrade.

When I joined the project, engineering had already built a technical solution. Stakeholders thought we were good to go. But my research showed something different.

Councils had already figured out how to make their broken process work.

The challenge wasn't building it, but getting councils to use it

The challenge wasn't building it, but getting councils to use it

The challenge wasn't building it, but getting councils to use it

The challenge wasn't building it, but getting councils to use it

Impact

After launch, I validated results through interviews and satisfaction surveys.

Revenue impact

+0%

Increase from premium module sales and upgrades

Time efficiency

+0%

Reduction in fee update process time and manual work

Error reduction

+0%

Decrease in validation errors and data corrections

Search performance

+0%

Faster fee discovery and filtering capabilities

STRATEGY

Choosing adoption over features

As Product Manager and Design Lead, I had to coordinate Customer Experience, Design, and Engineering teams while figuring out if councils would actually use what we built.

Engineering had done solid technical work. But would councils use it?

I focused on these outcomes:

  • Validate adoption through customer research, not assumptions

  • Make existing workflows better instead of replacing them

  • Build for bulk annual updates to match how councils actually work

  • Create ways to measure success without built-in analytics

  • Ship before June when councils update fees

Focus on making workflows better, not replacing them

Focus on making workflows better, not replacing them

Focus on making workflows better, instead of replacing them

Focus on making workflows better, not replacing them

METHOD

Research-driven validation

The platform didn't have analytics, so I had to get creative with validation using customer feedback and team insights.

I used what was available to track progress and validate decisions:

  • Support ticket patterns showed adoption trends

  • Customer satisfaction surveys measured success

  • Regular interview cycles provided ongoing validation

  • Customer Experience team shared pain points and wins

Research showed councils would adopt for long-term benefits, not quick fixes

Research showed councils would adopt for long-term benefits, not quick fixes

Research showed councils would adopt for long-term benefits, not quick fixes

Research showed councils would adopt for long-term benefits, not quick fixes

FOUNDATION

Information architecture for workflow diversity

The real challenge wasn't building the Fees Manager. It was creating flexibility for different council workflows while keeping everything consistent.

Based on what I learned from research, I built the architecture around core principles.

I then redesigned the entire fee management process to match how councils actually update fees annually, making it less complex while improving reliability and speed.

Template upload and standardisation

I simplified spreadsheet imports into one standard process with consistent data structure and automatic validation.

  • Standard template format works with all council data sources

  • One template format works with all council data sources

  • Catches common formatting errors through built-in field validation

  • Catches common mistakes through built-in validation checks

  • Automates structure checking to streamline data prep

  • Automates structure preparation work to save time

Real-time error validation and feedback

Built immediate error detection during upload, giving clear feedback before processing to prevent publication mistakes.

  • Spots data problems instantly during file upload

  • Identifies data problems right away during file upload

  • Shows specific error messages with guidance on how to fix them

  • Shows clear error messages with helpful fix tips

  • Prevents invalid data from getting into the workflow

Bulk import processing and approval workflow

Built a bulk processing system that turns three days of manual work into automated operations with approval steps.

  • Validated spreadsheet data into structured records

  • Turns manual PDF work into automated bulk processing

  • Comprehensive fee list displays all imported fees

  • Keeps approval steps so finance teams stay in control

  • Easy access to individual fee details

  • Updates all relevant service pages at once

These changes made fee management more efficient, reliable, and easier for councils to adopt. Addressing workflow diversity first let me build confidence in the new system.

Architecture worked because it respected existing workflows, not ideal workflows

Architecture worked because it respected existing workflows, not ideal workflows

Architecture worked because it respected existing workflows, not ideal workflows

Architecture worked because it respected existing workflows, not ideal workflows

ALIGNMENT

Strategic scope decisions

Getting close to the June deadline, I looked at feature priorities against adoption risk and made the business decision to cut individual fee upload. Instead, I focused entirely on bulk functionality that matched how councils actually work.

This required getting everyone aligned:

  • Convincing Engineering that shipping one great feature beat two poor ones

  • Explaining to Customer Experience that bulk updates served 80% of council needs

  • Explaining to Customer Experience that bulk updates served 80% of needs

  • Showing stakeholders that bulk functionality would drive higher adoption

Working with the same councils from initial interviews, beta testing revealed something important: councils would adopt based on long-term workflow benefits, not immediate utility.

Testing confirmed higher probability of adoption through efficiency rather than variety

Testing confirmed higher probability of adoption through efficiency rather than variety

Testing confirmed higher probability of adoption through efficiency rather than variety

Testing confirmed higher probability of adoption through efficiency rather than variety

During stakeholder reviews, the sentiment was clear:

It's about making our annual headache disappear, not perfect features

Finance Officer, Regional Council

Finally works with how we operate, not against it

IT Manager, Metropolitan Council

SOLUTION

Admin experience and system integration

I improved council staff workflow and resident access based on feedback from beta testing and integrated fee management capabilities.

Contextual interface design

Made the interface more prominent during annual update periods, highlighting fee management tools when needed while keeping daily operations simple.

  • Highlighting fee tool when close to June updates

  • Reduced interface complexity during normal council operations

  • Simplified interface during normal council operations

  • Balanced accessibility with focused functionality year-round

Individual fee editing with automatic CMS updates

Designed individual fee editing that automatically updates changes across all relevant council service pages and systems.

  • Edit individual fees directly from the main list

  • Changes automatically sync across all service pages

  • Success confirmation with link to view updated public page

Search and discovery improvements

Improved resident access to fee information through better search functionality and intuitive categorisation.

  • Advanced filtering by category, service type, and amount

  • Intuitive fee discovery through improved navigation

  • Fewer resident support calls through clearer fee presentation

These integrations created a better admin experience while improving system reliability and user confidence. Focusing on council staff workflows first enabled better adoption and long-term platform success.

Solution worked because it improved admin workflow without making internal processes harder

Solution worked because it improved admin workflow without making internal processes harder

Solution worked because it improved admin workflow without making internal processes harder

Solution worked because it improved admin workflow without making internal processes harder

CONCLUSION

Reflecting on strategic leadership

This project proved that successful product leadership means aligning user needs and business goals by focusing on outcomes, not just output. Having both PM and Design roles let me make strategic decisions that allowed me the opportunity to show it to the team and the business.

Beyond metrics

While efficiency targets matter, real success came from councils being willing to change their established workflows. Their feedback confirmed we'd built platform confidence, not just time savings.

We were skeptical about changing process, but this makes existing workflow faster

Finance Officer, Regional Council

June updates used to take forever, but now we just get them done

Content Publisher, Coastal Council

We only do this once a year, but it used to be such a hassle

Administrative Manager, Rural Council

What I learned

  • Build for how people actually work, not how you think they should

  • Keep talking to stakeholders or they'll surprise you later

  • Talk to customers when you can't track what they're doing

  • Deadlines help you focus on what actually matters

Strategic product thinking means making hard choices under real constraints

Approach for similar challenges

  • Start learning any existing system, then define the solution

  • Challenge established workflows

  • Build validation frameworks around available data

  • Choose outcomes over output

Let's collaborate

Currently, I'm looking for my next role with a team that values user research and meaningful outcomes.

Let's collaborate

Currently, I'm looking for my next role with a team that values user research and meaningful outcomes.

Let's collaborate

Currently, I'm looking for my next role with a team that values user research and meaningful outcomes.

Let's collaborate

Currently, I'm looking for my next role with a team that values user research and meaningful outcomes.

Designed by Oscar Abizanda, 2025.

Designed by Oscar Abizanda, 2025.

Designed by Oscar Abizanda, 2025.

Designed by Oscar Abizanda, 2025.