All work
Product DesignDIY ToolB2B HR

A DIY certificate builder people enjoy.

HR admins were bouncing out to Canva and hand-edited Word templates every time they needed an employee certificate. I designed a self-service tool right inside the dashboard: pick a template, fill the fields, export. Done.

Certificate creation tool inside the HR dashboard

An employee engagement platform where HR administrators run recognition programs end to end. Certificates were the one asset still living outside the product - in external tools, with formatting headaches and hours lost every week.

The objective

Branded certificates in minutes, without leaving the dashboard.

The brief cut both ways: user goal - build certificates quickly and independently; business goal - boost DIY adoption and reduce support dependency.

“A blank canvas is intimidating. A great starting point is basically an invitation.”

Role
Product / UX Designer
Type
DIY editor / builder
Users
HR administrators
Tools
Figma, Prototyping
The research

Three interviews, one very consistent story.

User interviews. I interviewed three HR administrators:

  • Formatting was the top pain - getting layouts right in Word or Canva ate up time and patience.
  • Time delays: a “simple certificate” routinely turned into an afternoon.
  • They preferred a simple step-by-step creation flow over advanced, free-form design tools.

Competitive benchmarking. I reviewed Canva, Xoxoday and Bonusly - and found a clear gap for an integrated, branded, DIY certificate tool in the B2B HR space.

The solution

Not another canvas editor - a guided three-step wizard.

Select Template → Fill Fields → Preview & Export. That single reframe removed most of the anxiety. Initial lo-fi explorations tested the flow before any visual polish:

Lo-fi wireframe - template selection step
Lo-fi wireframe - fill fields and preview steps

Key design moves that survived from wireframe to ship:

  • Real-time preview pane - see the change instantly; what you see is exactly what exports.
  • Drag-and-drop logo positioning - brand placement without fiddly coordinates.
  • Brand-first customisation - fonts and colours scoped to the company's brand, so it's hard to make something ugly.
  • Export as PDF, Save as Template, Duplicate Certificate - the second certificate takes seconds, not another afternoon.
Final designs

The shipped flow, screen by screen.

Template gallery, guided editing with live preview, and export. Click any screen to view it fullscreen.

The results

Tested with HR, adopted in weeks.

Internal testing with two HR representatives caught the last rough edges - we added tooltips and improved preview clarity before launch. Then the numbers spoke:

30+
Certificates created in the first two weeks
3–5 hrs
Saved weekly, per HR administrator
2
Enterprise accounts with explicitly positive feedback
Product DesignB2B HR

Tools used in this project.

Figma Prototyping User Interviews Competitive Benchmarking Usability Testing Microcopy
Takeaway
Certificate
BuilderLessons learned

“The biggest usability win wasn't a new control - it was changing where the journey starts. Meeting people with a great template instead of a blank page did more than any single feature could.”

Bhaskar Jyoti Goswami
Bhaskar Jyoti Goswami
Product / UX Designer
Next project GCC FinTax App