Case Study

SiteSmart: health & safety SaaS for construction

SiteSafe acquired a farming-focused H&S platform and needed to launch it into construction — but the product lacked a defined market, consistent architecture, or a pricing model that fit. I led the audit that revealed the strategic problem, ran the workshops that resolved it, then redesigned the core features around the target that emerged.

Dashboard for the SiteSmart SaaS product at mobile and desktop
Client
SiteSafe
Project Type
Product re-development
Role
Lead Designer
My contribution
Led the strategic work, then embedded as the primary designer for six months of redesign
Timeframe
6 months
Team
Product Manager, Lead Developer, Software Engineer(2), Analyst
  • Competitor Research
  • Product Strategy
  • Stakeholder Workshops
  • UX Audit
  • Wireframing
  • User Flows
  • UI Design
  • Design system
Take a look at the product

The brief

I was brought in to audit the product. Early in the audit, I recommended we stop.

SiteSafe acquired Zero Harm, a farming-focused health and safety platform, and needed to launch it into New Zealand’s construction industry. As Design Lead at Effect, I was brought in as an external party to audit it. That recommendation, and the workshops that followed, determined what the product would actually be. I led the strategic work, then embedded as the primary designer for six months of redesign.

The problem

Fifty-plus screens with inconsistent interaction patterns was the visible problem. Beneath it was something more fundamental: the product team couldn’t clearly answer who the product was for. Construction was the stated direction, but farming, vineyards, large properties, and industrial sites were all still in consideration. Fixing the interface without fixing this would have meant building the wrong product twice.

What I designed

A market pivot to SME construction, a site-based pricing model that matched how construction businesses actually work, a consolidated Sites page replacing six fragmented entry points, a redesigned Hazards flow that required meaningful safety information rather than accepting empty submissions, and a component system that let the team build new features without reinventing structure each time.

New unified Sites page with search, role-based filtering tabs, and consistent dashboard integration
Single unified Sites page — all pathways lead here.

Results

6+→1fragmented site discovery entry points consolidated into one unified page
7→6hazard flow steps, despite added legislative requirements — empty submissions eliminated
SME constructionmarket entry achieved via research-driven pivot from undefined multi-sector targeting

Full Case Study

The problem that mattered

The product had been built around farming workflows, with no consistent architecture to rebuild on. The existing user personas ranged from farmers to vineyard owners to construction foremen to large property managers.

Diagram showing the range of functionality and users in scope — from farmers and vineyard owners to construction foremen and large property managers.
The user range in scope — no shared need, no shared workflow.
A–E page hierarchy showing similar tasks handled in completely different ways across the platform
A–E page hierarchy — similar tasks handled in completely different ways.
Documentation of inconsistent page templates showing each new feature had invented its own patterns
No consistent templates — each new feature invented its own patterns.

Stopping was the right call

Workshop output slide headed 'What is success?' showing photographed handwritten definitions — 'Actually digitalized H&S process', 'workers love being able to be collaborative on site', 'Our customers and industry value and trust our tools'
Success defined by the client, in their own words, before any design work began.

I recommended pausing the audit. The client had brought us in for design output. We ran a series of structured workshops with the product team and, at a later stage, the C-suite — covering competitor analysis, market sizing, target user definition, and pricing architecture.

Competitor pricing pages from Safe365 and HazardCo printed out and annotated with sticky notes reading 'Complexity created by add-on costs', 'Pay more for visibility', 'Additional cost per project', and 'Everyone on site has access when main contractor pays'
Competitor pricing pulled apart — add-on costs, per-project charges, paying extra for visibility.
Four completed value proposition canvases photographed on a wall, each mapping three target segments against monthly price points, value propositions and most-important features
Segments mapped against price points in the room — the pricing model came out of this, not after it.

Through competitor analysis and market sizing I recommended narrowing focus to small-to-medium construction enterprises.

SMEs had the same H&S obligations but lacked the resources to run sophisticated systems. Construction also matched SiteSafe’s existing domain credibility and mission — their industry relationships were already in construction, not farming — and competitive analysis confirmed the construction market was the larger opportunity.

Pricing as a design decision

Left, an early four-tier pricing concept: Freemium trade $0, Trade or sub-contractor $39, Main-contractor $79 for 1-5 sites, and Farm or single site business. Right, the shipped SiteSmart pricing page headed 'No hidden fees. Free for all workers' with Get Involved $0, Manage your H&S $39, and Site Owner $69 per site
Four tiers became three — and the promise that made the model work: free for all workers.
Subcontractors as connectors — each site invitation brings pre-verified workers into the platform
Subcontractors as connectors — each site invitation brings pre-verified workers.

Per-user billing would have made H&S participation contingent on having a paid seat — which conflicted directly with the goal of making safety accessible to every worker on site.

I proposed a site-based subscription: businesses pay per active worksite. Three structural advantages:

Aligns cost with real-world work. A site is a job, and a job has a budget line in construction — ‘Preliminaries and General’ pricing absorbs this cost naturally.

Free for workers. Removing the individual adoption barrier aligned with SiteSafe’s mission to improve New Zealand’s safety culture. Workers wouldn’t pay out of pocket; the main contractor would absorb a small monthly cost to reduce admin overhead.

Network effect. Subcontractors move between sites and companies constantly, carrying their H&S profiles with them. Every site invitation brings a pre-verified worker into the platform.

Six ways to reach the same screen

Original site structure diagram — Dashboard at the top with Search, Sites and Site administration as separate entry points, branching again into split Site View and Site Manage sub-trees
The original split: 'Sites' and 'Site administration' as separate destinations for the same thing.
Six different landing pages a user could find sites from — highlighting the fragmented navigation experience
Six different ways to reach the same information.

The original architecture had assumed single sites and static roles. Construction users work differently: a foreman might manage one site, contribute to another, and transition a third to a specialist simultaneously.

The binary “Site Administration vs My Workplaces” structure had created six or more entry points to the same information, with inconsistent tables and filters at each one.

Simplified site map showing all pathways leading to a single unified Sites page
One Sites page. All pathways lead here.
Site search dropdown listing recent sites, with arrows leading to the dashboard 'Sites you manage' list and to the Site Search screen with its 'Sites you manage / Sites you work on / Public Sites' tabs
Every pathway now lands on the same page, filtered by role rather than forked by it.

I consolidated everything into a single Sites page with a search-first approach. The backend couldn’t merge the underlying data models, so role-based tabs — manage / work / public — handled the constraint without fragmenting the user experience. All other entry points redirected here.

Empty hazards don’t make anyone safer

Original hazard flow showing users had to navigate backwards to complete tasks — causing drop-off and empty submissions
Original flow: users had to navigate backwards to complete tasks.

The Hazards flow had a confusing seven-step structure with inconsistent naming and screens that required users to navigate backwards to complete tasks. Research revealed what this produced: users were adding empty, generic hazards to clear the workflow — selecting a category and submitting without any site-specific information. Completing the form to move on, not to document a real hazard.

A list of empty records doesn’t make anyone safer.

Remapped hazard flow showing logical next steps and clearer terminology throughout the process
Remapped flow: logical next steps, clearer terminology.
Design board laying out the hazard flow across two rows — company-level hazard template creation above, and the site-level hazard wizard with risk assessment and residual risk steps below
The whole hazard flow mapped end to end before it was rebuilt.

I redesigned the flow as a linear wizard that required meaningful safety information before users could progress. The new flow took six steps — one fewer than the original — despite additional legislative compliance requirements being added during the redesign.

I also designed a cross-company hazard management system: company admins can push protocol updates across all sites, with site managers able to adopt or reject based on local conditions.

Company-wide hazard management showing admins push updates and site managers approve or reject based on local conditions
Company admins push updates; site managers approve or reject based on local conditions.

Design system

Before and after showing inconsistent page layouts replaced with consistent page templates
Consistent page templates replacing ad-hoc layouts.
Old and new desktop navigation side by side — the original Zero Harm top bar with Dashboard, My workplaces and Search sites, and the new SiteSmart layout with a left sidebar grouping Health and Safety, Monitor and People
Flat top-bar links replaced by a grouped sidebar.
Old and new mobile navigation — the original flat twelve-item menu listing Activity, Inductions, Visits, Training, Sent notifications, Settings, Site administration, Company administration, Feedback, Help Centre, Terms of Service and About Zero Harm, and the new menu grouped under the signed-in user
Twelve undifferentiated items, regrouped under the person actually using them.

The original product had no consistent component model.

I restructured the component library and standardised page types, navigation patterns, and sidebar behaviour across the platform. The restructure enabled rapid feature iteration and integration of the new brand. Engineers had no consistent kit of parts to work from — with the system in place, new features could be built against existing components rather than designed from scratch each time.

Final designs

Final SiteSmart dashboard showing clean design, improved navigation, and health and safety management tools
Final unified Sites page with search, filtering, and role-based management
Final hazard management wizard showing streamlined flow and improved compliance experience

Reflection

The most important decision I made on this project wasn’t a design decision. Recommending we pause and fix the strategy first required making a case to a client who’d hired us for design output. Without it, we would have built a polished product for a market that hadn’t been defined.

Framing the recommendation mattered as much as making it. The client hadn’t hired us to tell them their strategy was unclear — framing the pause as protecting their investment rather than withholding design output was what made it a conversation rather than a conflict. This project changed how I think about the role a designer can play: someone who executes against a brief is useful, but someone who can identify when the brief itself is the problem is rarer. That’s the version of the role I want to occupy.

I measured whether users submitted hazards. I didn’t measure whether they submitted good ones.

The real metric was completion quality — did the new flow produce hazards that contained useful safety information, or did users find a new way to satisfy the form without engaging with it? I’d define that quality threshold before building, and instrument for it from day one.