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Case Study  ·  Workforce Management SaaS

Planara
Axsium Group

Transforming a powerful enterprise workforce planning platform into an intuitive, conversion-ready product experience.

Planara interface for Axsium Group
+42%
User Retention
15+
Screens in 3 Weeks
100+
Design System Elements
↓30%
Drop in Friction & Errors
Overview

Axsium: Workforce Management

Axsium Group is a renowned workforce management consulting firm offering solutions designed to optimize labor operations for businesses worldwide. Their flagship product, Planara, is an advanced workforce planning, scheduling, and forecasting solution.

The primary objective was to create an intuitive, engaging product experience for Planara that effectively showcases its features, benefits, and value proposition, balancing technical depth with accessibility for both decision-makers and technical users.

Visit Planara ↗
ClientAxsium Group (Global WFM Consulting)
ProductPlanara & Opus Platform
Timeline3 Weeks · End-to-End
Services
UX ResearchUser Journey MappingWireframingPrototypingUI DesignInteraction Design
Deliverable15+ screens, full design system, interactive prototype
Platform Screens

Scenario Planning & Analytics

Restructured Planara's core planning views around clarity: progressive disclosure keeps complexity behind clean, role-appropriate entry points.

Organization Scenario View
Scenario · Organization View
Scenario Details
Scenario · Detail Breakdown
All Metrics View
Scenario · All Metrics
Challenge

Complex features,
diverse audiences

The key challenge was to distill Planara's complex feature set into an easily digestible format without losing the technical depth that appeals to power users. The platform had to speak simultaneously to HR professionals, operations managers, and C-suite executives, each with fundamentally different information needs.

Beyond messaging, the interface itself was cognitively demanding. Users dropped off not because the product lacked power, but because it lacked clarity.

Solution

Structured.
Scalable. Clear.

01Clear Information Hierarchy: Progressive disclosure that layers complexity behind clean entry points, letting each user type find their signal fast.
02Interactive Demonstrations: Embedded scenario simulations so users experience Planara's value before committing.
03Targeted Messaging: Role-based entry points resonating with each distinct buyer persona in the enterprise sales cycle.
04User-Centric Design: Every component grounded in research-backed decisions, not aesthetic assumptions.
Configuration

Staffing & Metric Management

Redesigned configuration flows reduce onboarding friction; operators can manage staffing levels and metric templates without needing technical support.

Staffing Levels
Staffing Levels · Planning View
Metric Templates
Configure · Metric Templates
Configure Metrics
Configure · Metrics Panel

The success of the Planara redesign demonstrates the value of user-centered design, especially in the context of complex B2B enterprise software.

Metamatn Design Team · Case Study Summary

Product Mockups

Multi-Screen Context

Rendered across browser and desktop environments to demonstrate the product experience at full fidelity.

Browser Mockup
Multi-screen Browser Mockup
Floating Screens
Product Page · Floating Screens
iMac Mockup
Desktop Environment · Full Context
Results

Measurable impact
from day one

The newly designed Planara product experience significantly increased user engagement and drove measurable growth in lead generation for Axsium Group. The platform's intuitive information architecture and role-specific messaging helped potential clients immediately understand Planara's value, leading to higher conversion rates and reinforcing Axsium's position as a leader in global workforce management.

↑ User Engagement↑ Lead Generation↑ Conversion Rate↓ Onboarding FrictionStronger Market Positioning
Full Page View

Dashboard · Default State

The full-page dashboard redesign gives users immediate situational awareness: key metrics, scenario status, and actions are all visible above the fold.

Full Dashboard
Dashboard · Default State · Full Page