Product & platform
New navigation, persona-based dashboards, collaborative workflows, and a modular design system documented in Figma.
Case study
Flux Analytics SaaS Platform
Creating a data operations platform that brought leaders together around actionable intelligence.
- Industry: SaaS
- Engagement: 14 months
- Team: 9 NovaEdge specialists
Headline outcomes
Co-created metrics achieving Series B investment in under 12 months.
+180%
Net revenue growth year-over-year
72
Net promoter score from power users
9.4
Average usability rating across priority personas
The challenge
Flux Analytics needed to unify fragmented reporting, improve onboarding, and empower operators to respond to real-time performance signals.
- Fragmented dashboards with inconsistent KPI definitions
- An onboarding flow that resulted in 46% trial abandonment
- Limited insights sharing across revenue and product teams
Our mandate
Design a cohesive product experience, establish a scalable data layer, and equip growth teams with experimentation infrastructure.
Core partners
CPO, VP of Revenue Operations, Head of Customer Success
What we delivered
Integrated squads across strategy, product, and growth to execute a unified roadmap.
Growth enablement
Lifecycle journeys, personalized onboarding, and marketing automation achieving 28% lift in activation.
Analytics & insights
Unified KPI taxonomy, self-serve dashboards, and weekly executive reviews to monitor progress.
Engagement timeline
From discovery to optimization.
| Phase | Focus | Highlights |
|---|---|---|
| Months 1-2 | Discovery & definition | Stakeholder workshops, data audits, opportunity mapping |
| Months 3-6 | Design & prototype | Design system, user testing rounds, new dashboard architecture |
| Months 7-10 | Build & launch | Incremental releases, QA automation, enablement toolkit |
| Months 11-14 | Scale & optimize | Experimentation backlog, growth analytics, executive reporting |
“NovaEdge is more than an agency—they became our product and growth co-pilots, bringing clarity and momentum through every chapter.”
CM
Cassidy Moreno
Chief Product Officer, Flux Analytics
Looking ahead
Flux Analytics retained NovaEdge for continuous experimentation and market expansion initiatives.
Retention excellence program
Lifecycle engagement and community-led success initiatives.
- Predictive churn model with action triggers
- Customer advisory board and feedback loops
- Modular content series for onboarding and expansion
Intelligence council
Quarterly reviews that align executives on roadmap priorities.
- Executive dashboard enhancements with scenario planning
- Revenue forecasting and pricing experiments
- Shared OKR framework across product and go-to-market