Problem
Solution
Process
Result
Impact
Future

DCSC: Dynamic Company Sector Classification

DCSC (Dynamic Company Sector Classification) - ML-driven SaaS platform for portfolio analysis, developed to validate machine learning–extracted sector data and drive acquisition for CityFALCON. I led the end-to-end design journey through a complete strategic pivot from self-serve growth tool to enterprise sales demo.

DCSC: When "Build It and They'll Come" Meets Reality

We built what we thought was a clever mousetrap – an ML-powered sector classification tool that would magnetically pull users from free exploration to paid CityFALCON subscriptions. 304 sessions and a 1.6% conversion rate later, we learned that in B2B, clever doesn't always mean commercial.

Timeline: 2024–2025 (pilot from concept to release)

Role: UX/Product Designer

Team: 3 designers + ML engineers + analysts + CEO/COO

Live Site: dcsc.ai

Problem

The Setup: A Growth Experiment

CityFALCON wanted to expand beyond news aggregation into classification and analytics. DCSC was our pilot to test whether ML-extracted sector data could attract new business clients – both individuals and enterprises.

The hypothesis seemed sound: Create a compelling free tool showcasing our ML capabilities, let users build smart watchlists, then convert them to CityFALCON subscribers. A classic "land and expand" play.

The challenge: Users struggled with abstract AI classifications, and our existing platform had no clear entry points for this advanced data. The journey from landing page to meaningful value felt fragmented and slow.

Client Goals:

  • Reduce time-to-first-watchlist for potential subscribers
  • Make AI classifications tangible and valuable enough to drive subscriptions
  • Integrate seamlessly with CityFALCON while expanding the addressable market
  • Drive new customer acquisition across individual and institutional segments

The Problem: Abstract Value, Fragmented Journey

Sector classification felt like a black box. Users couldn't understand what our ML was actually doing or why they should care. The path from "interesting tool" to "valuable insight" was broken.

Core Issues:

  • AI capabilities were presented as abstract claims rather than concrete examples
  • Flat classification hierarchies provided no context or drill-down capability
  • No clear connection between sector insights and actionable portfolio decisions
  • Registration was buried too deep in the user journey

User Frustration: "I can see this tool classifies companies, but I don't understand how it helps my investment decisions."

Old Classifications vs. What we Offer

The Bet: Cohesive Journey, Concrete Value

Our hypothesis: A cohesive user journey supported by example-first explanations and streamlined navigation would accelerate onboarding, improve engagement, and validate market demand.

If we could:

  • Replace abstract AI claims with concrete examples and clear coverage
  • Create audience-specific entry points (Investors / Professionals / Enterprises)
  • Streamline the path from landing pages → sector analytics → portfolio builder
  • Make the value proposition immediate and obvious

Then users would: Reach "first value" faster, engage more deeply with the platform, and convert to CityFALCON at higher rates.

Success Framework: Attract → Activate → Engage → Retain → Expand

Solution

The Solution: From Abstract to Actionable

I led the design transformation from concept through launch, working initially with 2 other UX/UI designers, then owning the entire pilot lifecycle.

Key Design Decisions

1. Example-First UI

  • Replaced "AI-powered classification" with specific sector examples and company mappings
  • Added "What's Supported" section showing actual coverage and limitations
  • Created interactive demos users could try before registering
Portfolio Classification and Portfolio Builder to try out our features

2. Multi-Audience Landing Pages

  • Built modular landing page system targeting Investors, Professionals, and Enterprises
  • Shared component architecture (hero/proof/use cases/CTA) with audience-specific messaging
  • Added comparison page positioning DCSC clearly against alternatives

3. Streamlined User Flow

  • Direct routing from landing pages to focused account creation
  • Immediate access to Smart Portfolio Builder with sensible defaults
  • Guided curation step to help users understand classification value

4. Multi-Level Sector Hierarchy & Navigation

  • Designed navigable sector taxonomy to replace traditional classification systems
  • Created breadcrumb navigation and consistent labeling so users could drill down without losing context
  • Built information architecture that made ML-generated sectors feel familiar and trustworthy
  • Strategic links connecting to broader CityFALCON offerings

5. Active Engagement Over Passive Classification

  • Portfolio Builder shifted the product from passive data display to active portfolio construction
  • Real-time sector insights during portfolio building process
  • Clear calls-to-action for deeper analysis and subscription
Landings by Audiences and Navigable Sectors Taxonomy

My Role

A short list of the scope of my involvement in the project:

  • Redesigned the menu and navigation, balancing new pilot sections with the existing platform.
  • Created segmented audience landing pages to attract business users: Audience LPs (Investors/Professionals/Enterprises).
  • Introduced a multi-level taxonomy to replace the old flat sector model, added comparison + coverage mapping pages.
  • Delivered account flows to support retention: Create account/Sign-in + Account dashboard
  • Designed the Portfolio Classification, Portfolio Builder, Sector Analytics flows to turn insights into actions.
  • Designed Widgets (sentiment, stats, perf breakdowns).
  • Style guide, modals, DoD
  • KPI tracking plan

More visuals

Process

Process & Visuals

First Concepts & User Flows

  • Explored different navigation structures and tested sector discovery methods.
  • Created wireframes and low-fidelity prototypes to validate the information hierarchy.
First Concepts: Exploring how to show hierarchy

Design System & Visual Language

Defined comprehensive design system including typography, component logic, and custom illustrations to ensure clarity and accessibility across complex financial data visualizations.

Result

What We Built: Complete User Journey

Deliverables spanned acquisition, engagement, onboarding, and data tools.

Acquisition Layer:

  • Series of targeted landing pages (Investors / Professionals / Enterprises)
  • Comparison and coverage pages
  • Use case demonstrations with real data

Core Product:

Supporting Infrastructure:

  • Updated navigation and menu system for pilot launch
  • Account creation and subscription management
  • Lead capture and nurturing system
  • Social media campaign assets and brand updates


Impact

How We Measured the Pilot

The Results: Harsh Truths About B2B Conversion

The Good News:

  • 46% of sessions started at Smart Portfolio Builder (strong feature attraction)
  • Significantly improved user clarity and navigation speed
  • Reduced cognitive load through clear sector coverage display
  • Users successfully built smart watchlists faster than before

The Brutal Reality:

  • Only ~15% moved from Builder to Analytics or Classification (low engagement depth)
  • Just 5 out of 304 sessions (~1.6%) reached Register/Sign-in (critical conversion failure)
  • Audience-specific landing pages saw single-digit usage (acquisition strategy failed)
  • Tools drove traffic, not targeted content
  • Unplanned challenges: 18% of user entries were unclassifiable companies, mobile usage hit 23% despite desktop-first design

Key Insight:

Attraction ≠ Activation. Users were curious but not compelled.

Tools Used:

GA4 (path exploration), Microsoft Clarity (scroll & click tracking)

Metrics Tracked:

Entry pages, funnel drop-offs, CTA clicks, scroll depth, conversion paths

Honest takeaway for me as a designer:

I learned that great entry UX doesn’t matter if you hide the “aha” moment too far down. Funnels don’t lie — users will drop off if value isn’t immediate and the next step isn’t obvious. While Smart Portfolio Builder was our strongest attractor, only ~1.5% of sessions converted to register. We redesigned CTAs and onboarding to reduce drop-offs.

Pilot validated demand for tool oriented features; informed pivot toward business-oriented offerings.

Future

The Learning: When Strategy Meets Reality

What the data taught us:

Great entry UX doesn't matter if you hide the "aha" moment too far down the funnel. Users will drop off if value isn't immediate and the next step isn't obvious.

The strategic pivot:

The low conversion rates weren't just a UX problem – they revealed a fundamental go-to-market mismatch. Individual users were curious but not compelled to pay for sector insights. This drove a complete strategy shift from self-serve acquisition to enterprise sales demonstrations.

Immediate Improvements Made:

  • Surfaced clearer CTAs in Smart Portfolio Builder ("Save this → Create account")
  • Highlighted analytics and sector gaps within the builder flow
  • Reduced registration friction and moved it earlier in the journey

Strategic Recommendations:

  • Abandon self-serve B2C approach: Focus on enterprise API sales and custom implementations
  • Leverage tool as sales demo: Use Smart Portfolio Builder in enterprise sales presentations
  • Expand enterprise features: Add private company data, performance metrics, and risk analysis
  • Develop API integration workflows: Create dashboards and MCP integration capabilities

Business Impact:

While DCSC didn't achieve the original acquisition goals, it validated demand for enterprise-focused classification tools and informed CityFALCON's pivot toward B2B API sales – ultimately leading to more qualified enterprise conversations and a clearer product-market fit strategy.

Thanks for reading this far!

Problem
Solution
Process
Result
Impact
Future

DCSC: Dynamic Company Sector Classification

DCSC (Dynamic Company Sector Classification) - ML-driven SaaS platform for portfolio analysis, developed to validate machine learning–extracted sector data and drive acquisition for CityFALCON. I led the end-to-end design journey through a complete strategic pivot from self-serve growth tool to enterprise sales demo.

DCSC: When "Build It and They'll Come" Meets Reality

We built what we thought was a clever mousetrap – an ML-powered sector classification tool that would magnetically pull users from free exploration to paid CityFALCON subscriptions. 304 sessions and a 1.6% conversion rate later, we learned that in B2B, clever doesn't always mean commercial.

Timeline: 2024–2025 (pilot from concept to release)

Role: UX/Product Designer

Team: 3 designers + ML engineers + analysts + CEO/COO

Live Site: dcsc.ai

Problem

The Setup: A Growth Experiment

CityFALCON wanted to expand beyond news aggregation into classification and analytics. DCSC was our pilot to test whether ML-extracted sector data could attract new business clients – both individuals and enterprises.

The hypothesis seemed sound: Create a compelling free tool showcasing our ML capabilities, let users build smart watchlists, then convert them to CityFALCON subscribers. A classic "land and expand" play.

The challenge: Users struggled with abstract AI classifications, and our existing platform had no clear entry points for this advanced data. The journey from landing page to meaningful value felt fragmented and slow.

Client Goals:

  • Reduce time-to-first-watchlist for potential subscribers
  • Make AI classifications tangible and valuable enough to drive subscriptions
  • Integrate seamlessly with CityFALCON while expanding the addressable market
  • Drive new customer acquisition across individual and institutional segments

The Problem: Abstract Value, Fragmented Journey

Sector classification felt like a black box. Users couldn't understand what our ML was actually doing or why they should care. The path from "interesting tool" to "valuable insight" was broken.

Core Issues:

  • AI capabilities were presented as abstract claims rather than concrete examples
  • Flat classification hierarchies provided no context or drill-down capability
  • No clear connection between sector insights and actionable portfolio decisions
  • Registration was buried too deep in the user journey

User Frustration: "I can see this tool classifies companies, but I don't understand how it helps my investment decisions."

Old Classifications vs. What we Offer

The Bet: Cohesive Journey, Concrete Value

Our hypothesis: A cohesive user journey supported by example-first explanations and streamlined navigation would accelerate onboarding, improve engagement, and validate market demand.

If we could:

  • Replace abstract AI claims with concrete examples and clear coverage
  • Create audience-specific entry points (Investors / Professionals / Enterprises)
  • Streamline the path from landing pages → sector analytics → portfolio builder
  • Make the value proposition immediate and obvious

Then users would: Reach "first value" faster, engage more deeply with the platform, and convert to CityFALCON at higher rates.

Success Framework: Attract → Activate → Engage → Retain → Expand

Solution

The Solution: From Abstract to Actionable

I led the design transformation from concept through launch, working initially with 2 other UX/UI designers, then owning the entire pilot lifecycle.

Key Design Decisions

1. Example-First UI

  • Replaced "AI-powered classification" with specific sector examples and company mappings
  • Added "What's Supported" section showing actual coverage and limitations
  • Created interactive demos users could try before registering
Portfolio Classification and Portfolio Builder to try out our features

2. Multi-Audience Landing Pages

  • Built modular landing page system targeting Investors, Professionals, and Enterprises
  • Shared component architecture (hero/proof/use cases/CTA) with audience-specific messaging
  • Added comparison page positioning DCSC clearly against alternatives

3. Streamlined User Flow

  • Direct routing from landing pages to focused account creation
  • Immediate access to Smart Portfolio Builder with sensible defaults
  • Guided curation step to help users understand classification value

4. Multi-Level Sector Hierarchy & Navigation

  • Designed navigable sector taxonomy to replace traditional classification systems
  • Created breadcrumb navigation and consistent labeling so users could drill down without losing context
  • Built information architecture that made ML-generated sectors feel familiar and trustworthy
  • Strategic links connecting to broader CityFALCON offerings

5. Active Engagement Over Passive Classification

  • Portfolio Builder shifted the product from passive data display to active portfolio construction
  • Real-time sector insights during portfolio building process
  • Clear calls-to-action for deeper analysis and subscription
Landings by Audiences and Navigable Sectors Taxonomy

My Role

A short list of the scope of my involvement in the project:

  • Redesigned the menu and navigation, balancing new pilot sections with the existing platform.
  • Created segmented audience landing pages to attract business users: Audience LPs (Investors/Professionals/Enterprises).
  • Introduced a multi-level taxonomy to replace the old flat sector model, added comparison + coverage mapping pages.
  • Delivered account flows to support retention: Create account/Sign-in + Account dashboard
  • Designed the Portfolio Classification, Portfolio Builder, Sector Analytics flows to turn insights into actions.
  • Designed Widgets (sentiment, stats, perf breakdowns).
  • Style guide, modals, DoD
  • KPI tracking plan

More visuals

Process

Process & Visuals

First Concepts & User Flows

  • Explored different navigation structures and tested sector discovery methods.
  • Created wireframes and low-fidelity prototypes to validate the information hierarchy.
First Concepts: Exploring how to show hierarchy

Design System & Visual Language

Defined comprehensive design system including typography, component logic, and custom illustrations to ensure clarity and accessibility across complex financial data visualizations.

Result

What We Built: Complete User Journey

Deliverables spanned acquisition, engagement, onboarding, and data tools.

Acquisition Layer:

  • Series of targeted landing pages (Investors / Professionals / Enterprises)
  • Comparison and coverage pages
  • Use case demonstrations with real data

Core Product:

Supporting Infrastructure:

  • Updated navigation and menu system for pilot launch
  • Account creation and subscription management
  • Lead capture and nurturing system
  • Social media campaign assets and brand updates


Impact

How We Measured the Pilot

The Results: Harsh Truths About B2B Conversion

The Good News:

  • 46% of sessions started at Smart Portfolio Builder (strong feature attraction)
  • Significantly improved user clarity and navigation speed
  • Reduced cognitive load through clear sector coverage display
  • Users successfully built smart watchlists faster than before

The Brutal Reality:

  • Only ~15% moved from Builder to Analytics or Classification (low engagement depth)
  • Just 5 out of 304 sessions (~1.6%) reached Register/Sign-in (critical conversion failure)
  • Audience-specific landing pages saw single-digit usage (acquisition strategy failed)
  • Tools drove traffic, not targeted content
  • Unplanned challenges: 18% of user entries were unclassifiable companies, mobile usage hit 23% despite desktop-first design

Key Insight:

Attraction ≠ Activation. Users were curious but not compelled.

Tools Used:

GA4 (path exploration), Microsoft Clarity (scroll & click tracking)

Metrics Tracked:

Entry pages, funnel drop-offs, CTA clicks, scroll depth, conversion paths

Honest takeaway for me as a designer:

I learned that great entry UX doesn’t matter if you hide the “aha” moment too far down. Funnels don’t lie — users will drop off if value isn’t immediate and the next step isn’t obvious. While Smart Portfolio Builder was our strongest attractor, only ~1.5% of sessions converted to register. We redesigned CTAs and onboarding to reduce drop-offs.

Pilot validated demand for tool oriented features; informed pivot toward business-oriented offerings.

Future

The Learning: When Strategy Meets Reality

What the data taught us:

Great entry UX doesn't matter if you hide the "aha" moment too far down the funnel. Users will drop off if value isn't immediate and the next step isn't obvious.

The strategic pivot:

The low conversion rates weren't just a UX problem – they revealed a fundamental go-to-market mismatch. Individual users were curious but not compelled to pay for sector insights. This drove a complete strategy shift from self-serve acquisition to enterprise sales demonstrations.

Immediate Improvements Made:

  • Surfaced clearer CTAs in Smart Portfolio Builder ("Save this → Create account")
  • Highlighted analytics and sector gaps within the builder flow
  • Reduced registration friction and moved it earlier in the journey

Strategic Recommendations:

  • Abandon self-serve B2C approach: Focus on enterprise API sales and custom implementations
  • Leverage tool as sales demo: Use Smart Portfolio Builder in enterprise sales presentations
  • Expand enterprise features: Add private company data, performance metrics, and risk analysis
  • Develop API integration workflows: Create dashboards and MCP integration capabilities

Business Impact:

While DCSC didn't achieve the original acquisition goals, it validated demand for enterprise-focused classification tools and informed CityFALCON's pivot toward B2B API sales – ultimately leading to more qualified enterprise conversations and a clearer product-market fit strategy.

Thanks for reading this far!