Succession HR

Saas Startup

Succesion HR

An HR software that helps executives identify, develop future leaders, and streamline success planning. Succession planning identifies and develops potential candidates for important roles to ensure business continuity.


Solution


Role
Sole designer for product design, and handoff. Led visual design for branding, digital marketing and website.
Timeline
August 2022 – September 2022
Output
MVP product
Branding Marketing
Website

Objectives & Business Goals

ICP (Ideal Customer Profile)

Size/Employee Count: 250 – 5,000
Industries: B2B | No flat orgs : Government, Charity, Professional Services (legal, accounting, etc)
Location: Canada & United States
Company Attributes: Traditional Hierarchy , High volume hiring/growth, promotions,

Target Audience

Highest HR (HR, Talent, People, Employee Relations, Culture, Talent Development ) – C Suite, SVP, EVP, VP, Director, Head

Total Addressable Market
100K+ companies

Challenges

Addressing user needs & pain points

Traditionally, succession planning follows an outdated process requiring manual paperwork and communication breakdowns. Listed are some challenges we aimed to tackle as the product MVP.

SHR candidate screen

Customer pain point #1


“Excel is cumbersome”

Companies rely on outdated tools like Excel and scattered documents for succession planning, hindering effective talent identification and preparation.

Solution

A centralized cloud software with all the capabilities to manage, track, and access successor candidates —all within a single, intuitive platform that fosters collaboration between HR and Incumbent Managers.

Customer pain point #2


“Time wasted creating presentations for executive team.”

Solution

Designed executive PowerPoint reports that transform raw data into visually appealing, easy-to-read summaries, enabling users to export and present key metrics for clearer insights and better decision-making.

SHR report screens

Dashboard
Dashboard
9 box candidate profile
Candidate 9-box rating
Customer pain point #3


“There’s a lack of insights into key succession planning data.”

Solution

The dashboard offers a real-time, comprehensive view of all succession candidates within the organization, enabling better preparation and seamless leadership transitions. Each candidate’s profile includes detailed insights on how to nurture their growth and provide the necessary support for their specific role.

Solution

Outcomes

This solution transforms succession planning from a reactive process into a strategic, insight-driven approach, ensuring organizations are prepared for future leadership needs.

  • Leadership can quickly identify high-potential employees.
  • Create a structured, data-backed approach to filling key roles
  • Strategic planning and targeted development programs per candidate

Additional Outputs

Design Deliverables
Branding

Developed the product’s visual identity, including the logo, design library, and cohesive brand presence.

Marketing Assets

Providing ongoing support in designing social marketing materials and website content, including infographics, guideline documents, and blog PDFs.

Website

Designed a modern marketing website to support the product launch, ensuring a seamless user journey and encouraging exploration and subscriptions.