Partner Portal

Finastra Partner Experience Platform

2020-2023

Transforming a dated portal into a connected, data-informed hub for partner enablement, support, and commercial growth.

At a glance

Finastra’s Partner Portal supported the FusionOrbit Partner Program across a global ecosystem of Resellers, Managed Service Partners (MSPs), Affiliates, and prospective partners. I transformed an underused, content-heavy portal into a connected partner experience platform—bringing enablement, support, deal registration, communications, and guided journeys into one place.

~200%

~200%

increase in partner engagement and safisfaction over 2.5 years

Higher logins, visits, time spent in the portal, and training completion rates followed the revamped experience.

Company

Finastra · Enterprise fintech SaaS

Project

Partner Experience Platform / Partner Portal

Role

Partner Experience Strategist

UX Research · UX/UI Design

Content Strategy

Platform Ownership

Primary audiences

Resellers

MSPs

Affiliates

Prospective and early-access partners

Platform ecosystem

Impartner PRM

Salesforce

Mindtickle

Whatfix

Google Tag Manager

Impartner MarketView

Tools

Challenge

The Partner Portal had become an underused destination rather than an essential workspace. Training, support, deal registration, and communications were fragmented across emails and disconnected systems.

Challenge

The Partner Portal had become an underused destination rather than an essential workspace. Training, support, deal registration, and communications were fragmented across emails and disconnected systems.

Approach

I transformed the portal into a connected partner platform by redesigning key experiences, integrating surrounding systems, and tailoring journeys for different partner types and lifecycle stages.

Approach

I transformed the portal into a connected partner platform by redesigning key experiences, integrating surrounding systems, and tailoring journeys for different partner types and lifecycle stages.

Impact

The platform became the central hub for partner enablement and commercial activity, contributing to nearly 200% growth in partner engagement and satisfaction over 2.5 years of continuous improvement.

Discover & Define

Defining the partner experience

Before redesigning the portal, I needed to understand the ecosystem it served. Finastra's partner programme spanned multiple teams, systems, markets, and partner types—each with different goals, responsibilities, and information needs.

Through workshops with the Partner Ecosystem, Product, Sales, and Salesforce teams, I mapped how partners were recruited, onboarded, trained, supported, and enabled to sell Finastra products. This revealed not only where the portal fit—but more importantly, where it didn't.

Understanding the ecosystem

Conversations across cross-functional teams uncovered the complete partner lifecycle—from recruitment through onboarding, enablement, commercial engagement, and long-term support.

Partner Ecosystem

Sales

Product

Salesforce

Support

Mapping the journey behind the portal

The portal was intended to support the FusionOrbit Partner Program, but important tasks were happening elsewhere. Training materials were distributed offline as PDFs, sometimes shared on demand via email. Deal registration relied heavily on email and manual requests, support information was difficult to locate, and communications were spread across disconnected channels. By mapping these workflows, I shifted the focus from improving individual pages to designing a connected partner experience.

Designing for distinct partner needs

Discovery revealed

This discovery changed the brief. Instead of redesigning pages, I set out to build a connected platform that could support partners throughout their relationship with Finastra—from first engagement to long-term growth.

Strategy

One portal, connected partner journey

Rather than redesigning pages in isolation, I reframed the portal as the central experience connecting every stage of the partner lifecycle. The goal was to create a single destination where partners could discover information, complete key tasks, and access the systems they needed without navigating disconnected tools.

Design Principles

01

Centralise essential partner tasks

Bring training, support, deal registration, programme resources, communications, and documentation into one connected experience.

02

Connect the ecosystem

Integrate Salesforce, Impartner PRM, Mindtickle and Whatfix into a seamless flow.

03

Design for partner context

Tailor content and actions based on partner type, role and lifecycle stage.

04

Reduce friction

Replace fragmented workflows with guided journeys that simplify everyday tasks.

05

Learn and evolve

Use analytics, campaign insights and feedback to continuously improve.

Platform ecosystem

The Partner Portal became the experience hub that unified partner systems, content, and workflows into a connected platform, reducing context switching while supporting partners throughout their journey.

Design & Build

Crafting the experience

A strategy is only valuable when it becomes a product people can use. Working within the constraints of Impartner PRM, I redesigned key experiences, introduced reusable patterns, connected surrounding platforms, and continuously expanded the portal through iterative releases—turning a static information site into a product partners relied on.

Chapter#1

From outdated to intentional

The existing portal had evolved organically over time, resulting in inconsistent layouts, outdated visuals, and disconnected navigation. I began by auditing every major page before redesigning the core dashboard, landing pages, and information architecture.

Chapter#2

Designing within platform constraints

Impartner PRM wasn't a traditional design canvas. Every experience needed to balance usability with technical limitations.

To deliver a modern experience, I combined UX design with front-end implementation.

Chapter#3

Evolving the platform

The redesign started with the dashboard, where the focus was less on visual refresh and more on improving information architecture, surfacing the right content, and making everyday partner tasks easier to access.

From there, the platform evolved incrementally. I designed programme landing pages, marketing experiences, sales enablement content, product pages, and partner journeys while introducing reusable templates that made new experiences faster to design and maintain. Working closely with Sales, Marketing, and Partner teams, I connected portal experiences with surrounding systems such as Salesforce, Mindtickle, and Impartner PRM to create a more seamless partner workflow.

As engagement grew, the work shifted from creating pages to improving the overall experience. I introduced dynamic content modules, self-service support, modernised the login experience, event microsites, and reusable UI patterns that reduced partner friction while making the platform easier to scale over time.

The redesign started with the dashboard, where the focus was less on visual refresh and more on improving information architecture, surfacing the right content, and making everyday partner tasks easier to access.

From there, the platform evolved incrementally. I designed programme landing pages, marketing experiences, sales enablement content, product pages, and partner journeys while introducing reusable templates that made new experiences faster to design and maintain. Working closely with Sales, Marketing, and Partner teams, I connected portal experiences with surrounding systems such as Salesforce, Mindtickle, and Impartner PRM to create a more seamless partner workflow.

As engagement grew, the work shifted from creating pages to improving the overall experience. I introduced dynamic content modules, self-service support, modernised the login experience, event microsites, and reusable UI patterns that reduced partner friction while making the platform easier to scale over time.

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Chapter#4

From Portal to Platform

Beyond redesigning interfaces, I progressively transformed the Partner Portal into a connected platform—bringing together partner enablement, commercial workflows, self-service, events, and analytics in one cohesive experience.

Impact

Continuous improvement

The portal evolved through continuous measurement rather than one-time releases. I used Google Tag Manager, campaign analytics, Power BI, Impartner MarketView, and partner feedback to understand engagement, validate changes, and prioritise future improvements. This iterative approach helped refine content, navigation, onboarding, and partner journeys over multiple releases.

Every release was informed by data. I combined analytics, campaign performance, user feedback, and platform insights to understand how partners used the portal, validate design decisions, and continuously refine the experience.

Testimonials

"We hired Biswajeet to finally maximise on the potential of the dedicated partner portal we built at Finastra. Finally we were able to actively leverage and extend the portal for engagement with our partners rather than just maintaining the features that were already there. As such, Biswajeet was instrumental in supporting configuration, feature extension and data clean-up and I found him a pleasant, helpful and much-appreciated colleague to work with"

-Barbara Ottmann

-Marketing Manager | Global Partners Programs

"We hired Biswajeet to finally maximise on the potential of the dedicated partner portal we built at Finastra. Finally we were able to actively leverage and extend the portal for engagement with our partners rather than just maintaining the features that were already there. As such, Biswajeet was instrumental in supporting configuration, feature extension and data clean-up and I found him a pleasant, helpful and much-appreciated colleague to work with"

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Biswajeet is an excellent team player and professional. He is proactive, insightful, analytical and result-oriented. While working with Biswajeet, he played a crucial role in building and revamping the Partner Portal. By extension, the outcomes of his work facilitated enhanced partner experience and engagement with Finastra tools and platforms. He was always receptive to feedback from internal and external stakeholders, which he used to bring further improvements to the tools he developed.

-Alexandra Nita (Miron)

-Partner Success Manager

Biswajeet is an excellent team player and professional. He is proactive, insightful, analytical and result-oriented. While working with Biswajeet, he played a crucial role in building and revamping the Partner Portal. By extension, the outcomes of his work facilitated enhanced partner experience and engagement with Finastra tools and platforms. He was always receptive to feedback from internal and external stakeholders, which he used to bring further improvements to the tools he developed.

Read more