Case study - Euronext

Modernising investor relations, from legacy to SaaS

Client

Euronext Corporate Services

Industry

Finance

Tools used

Figma, Miro, Jira, Confluence

Product requirements

Simplify complex data

Make investment information easier to navigate, filter and understand.

Build for flexibility

Create a responsive platform that could grow with customer needs.

Move beyond the legacy system

Establish a consistent, modular foundation for the next generation of IR.Manager.

The product goals

Short-term

Migrate all existing IR.Manager customers to the new SaaS platform and onboard ten or more new clients

Long-term

Acquire new customers to use the tool and become promoters of the product

Success metrics

Number of activated customers on the new SaaS platform and positive feedback received from user base

Moving beyond a legacy platform

The challenge

Redesigning an outdated investor relations platform into a more intuitive, modern tool — adding new features and improving usability from the ground up.
Build a responsive SaaS solution that works seamlessly across desktop, tablet, and mobile devices for better accessibility and performance.
Create a dynamic, extendable interface that scales easily, whether expanding data tables or displaying layered page details.
Design modular apps that function independently or as part of a larger system, enabling users to move smoothly between tools.
Develop a flexible design system to maintain visual and functional consistency across all components and product touchpoints.
Plan and support the successful migration of all IR.Manager users to the new SaaS platform with minimal disruption.

My design approach

Customer interviews

I spoke with existing IR.Manager customers across different roles and regions to understand their workflows, pain points and expectations for a new platform.

Design sprint

I helped turn an early, loosely defined idea into a clearer product structure. Through collaborative sketching and discussion, we explored navigation, key sections and an initial direction to test.

Prototyping and testing

I created a clickable prototype and tested it with 10 existing IR.Manager users. Observing how they navigated the experience helped uncover usability issues, clarify content hierarchy and validate early assumptions before moving into high-fidelity design.

Key insights

Clearer data and navigation

Users needed to navigate complex investment data, filter nested information and quickly find relevant details.

Connected investor workflows

Contact profiles, ownership data, meeting history, notes and reporting needed to work together in one coherent experience.

Flexibility across devices

The platform needed to support essential tasks across desktop, tablet and mobile, without sacrificing usability.

Turning insights into design

Prioritised core features based on customer feedback and product goals.
Designed responsive navigation across desktop and mobile to support key workflows.
Established a design system covering typography, colour, grids and accessibility.
Mapped key user flows and wireframed core features across screen sizes.
Worked closely with the team through regular design reviews and iteration.
Applied atomic design principles to create reusable components and improve consistency across design and development.

Designing a modular product ecosystem

App methodology

The platform was designed around independent, connected apps, giving the product room to grow while maintaining a consistent experience across the wider ecosystem.

Making core workflows work on mobile

For the MVP, I prioritised the essential tasks users needed away from their desks: viewing investor profiles, checking ownership data, reviewing meeting history and managing notes. This kept the mobile experience focused without trying to replicate every desktop feature.

Cutting complexity

With a new SaaS platform to build, the challenge was to simplify a complex product without losing the functionality users relied on. For the MVP, I prioritised the most important workflows and adapted them for desktop, tablet and mobile.

Rather than trying to replicate the full desktop experience on every device, I focused on the tasks users needed most:

Investor profiles — access key contact and investor details.
Ownership data — review investment holdings.
Meeting history — check previous meetings and activity.
Notes — capture and manage important information.

This kept essential workflows accessible across devices while avoiding unnecessary complexity on smaller screens.