Tapt Platform
Digital business card and networking management platform.
problem
When I joined Tapt as a junior product manager, the dashboard offered only a small set of functions. Users could view contacts and profiles, see a basic contact count per cardholder and access simple CRM integrations. As larger organisations adopted the platform, they needed richer insights, better user management and robust tools to customise their digital presence. Without advanced analytics, multiple permission levels or flexible template and product management, the original dashboard could not support enterprise needs.
solution
We transformed the dashboard into a comprehensive hub organised into four clear sections: Organisation, Insights, Accessories and Settings. This structure gave administrators tools to manage profiles and groups, track contacts and analytics, handle physical cards and orders, and customise settings and integrations. New capabilities, such as clearing and reassigning profiles, inviting additional administrators, and integrating email signatures and digital wallet cards, expanded flexibility for teams. Together, these improvements made the platform intuitive and powerful enough for enterprise customers.
story
In this phase I took ownership from research to delivery and worked closely with the design team to understand customer pain points and map user journeys. I led workshops to gather feedback and used this to reorganise the navigation into four clear areas: Organisation, Insights, Accessories and Settings. We designed a structure that reflected the main tasks users needed to complete.
We then translated insights into concrete features that would empower administrators and cardholders. Organisation tools such as All Profiles, Groups and Templates provided centralised control over profiles, teams and branding. Insights pages such as Contacts and Analytics captured every lead and delivered clear performance metrics. We added options to clear or reassign profiles, invited multiple administrators and managers with precise responsibilities and developed role management tools. We also developed templates including an email signature generator with QR codes and an add to contacts button, added digital wallet features to personalise Apple and Google wallet cards and integrated CRM connectors and SCIM provisioning for seamless data flow across systems.
During design and testing we focused on consistency, accessibility and ease of use. We aligned the look and feel of the dashboard with the Tapt mobile app and prioritised clarity with purposeful layouts and intuitive flows. We conducted multiple rounds of user testing to validate navigation and feature design, and adjusted layouts, text and controls to meet accessibility standards.
The final platform enabled clients to manage profiles, teams, templates, cards and orders with ease. Analytics tools provided organisations with data to make informed networking decisions. I continue to support the development of new features on a contract basis, ensuring the platform evolves to meet the needs of our clients.
Edit profile page.
Digital wallet card creator.
Integrations tab.
