Product design / SaaS / Contract
Full web app, desktop & mobile
Product designer, design director & BTA CEO
Breakthrough Academy (BTA) helps contracting businesses grow through prebuilt processes, credentialed coaches, and a community of high-performing peers.
I redesigned BTA’s Playbook app, transforming it from a tool for standard operating procedures into a complete business management system that drives growth for contractors.
Discovery
Customers struggle to implement their businesses within BTA’s app, turning to simpler but disconnected tools.
Customers struggle to onboard new hires consistently, with unclear roles and SOPs that are hard to create, update, and track.
Owners want a clear, objective way to monitor and manage employee progress on an individual and team level.
The current app feels limited and users need an integrated system that unites more of their operations.
The problem: Contracting business owners struggle to implement and manage their operations within BTA’s app. They need a simpler, more cohesive system that unifies training, performance tracking, and business processes to support sustainable growth.
The new SOP builder helps business owners create clear, structured Standard Operating Procedures, making it easy to document complex tasks and processes. Employees can consume SOP’s on the go and their knowledge can be tested.
Company Standard Operating Procedures table
Building a new SOP
Fully built SOP
Viewing an SOP
Testing SOP knowledge
Solution
The Staff Dashboard provides owners and managers with a clear, objective view of employee performance and growth. With centralized data, leaders can now track progress over time, recognize strengths, and identify areas for improvement.
GSRs help keep employees accountable by defining goals within set timeframes. Goals align with role and company objectives, providing a clear way to measure performance. The redesigned interface makes it simple for employees to set and report goals, while managers can easily review and approve them.
Solution
The Dashboard provides a role-specific view of what matters most, with a central focus on upcoming tasks and key actions. Leaders can also track company or team performance, while employees see what requires their attention, keeping priorities aligned across the organization.
