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Case Study

Iterating towards PMF

Simplified designs for product, marketing, and sales enablement, while iterating towards product-market fit at Smallstep.

Iterating towards PMF
Client
Smallstep
Role
UX Consultant
Status
Shipped
Year
2023 – 2026

01

The challenge

Smallstep was already loved by serious cybersecurity engineers. They had built the infrastructure, automations, and workflows to securely create and operate a private certificate authority, and they had massive support from the open source community. Those successes hadn't yet translated into the deal sizes and product vision they knew they could achieve. They needed UX partners to help them see their existing product with fresh eyes, up-level design, and iterate faster towards additional customer value.

Smallstep certificate manager showing a dense table of X509 certificates with issue and expiration dates

02

Scope

Over three years, our design team helped Smallstep find product-market fit. To get there, we spoke to users and potential customers, launched a design system, overhauled the product a few times, refreshed the brand, marketing messages and website, helped them stand out at tradeshows, and delivered numerous incremental product improvements. Average contract size grew by 4x, and ARR grew by 3x.

Refined Smallstep device management dashboard showing active devices, pending updates, and compliance issues

03

Jobs to be done

I mapped the jobs people were hiring Smallstep to do against the pain points blocking them. Each row tied a use case to a real cost, a persona, and the value at stake. This became the scaffolding for every prioritization call that followed.

Jobs-to-be-done working doc mapping use cases to pain points, personas, and value

04

Design system intro

A product searching for fit changes constantly, and the old UI broke every time it did. I introduced a design system so the team could ship new surfaces fast and keep them coherent. Consistency stopped being a cleanup task and became the default.

Devices dashboard built on the new design system, with summary metric cards and a clean device table

05

Website refresh

The marketing site needed to match the product's new clarity, and feature the UI front and center, with plain language, and social proof. The sales team reported that intro calls with new leads were starting from a new point of clarity, where people begin asking about specific feature capabilities.

Refreshed Smallstep marketing homepage with the headline 'End-to-end encryption for your production environments' and customer logos

06

Product marketectures

Some of the hardest design work was explaining what the platform actually did. I built product architecture diagrams, like this Enterprise Relay view, to make a technical system legible to a non-technical buyer. Marketing and sales used them to sell the why before the how.

Enterprise Relay architecture diagram: a background agent performs hardware verification across browsers and platforms, then access is restricted to the relay via an IP allowlist

07

Tradeshows

Design and branding had to hold up off screen, too. I oversaw booth design for tradeshows. These events were also a great opportunity for UX research, helping us gauge how the industry's understanding of "device identity" was evolving.

Smallstep tradeshow booth with a branded tower and demo kiosk drawing attendees on the show floor

08

Website refresh, round two

As the company's understanding of its market sharpened, so did the story. The second refresh staked a bolder claim, the world's first Device Identity Platform, and led with the Fortune 100 trust behind it.

Second marketing refresh introducing the 'world's first Device Identity Platform' with Fortune 100 customer logos