Portaly

From Vague Ideas to Actionable Steps: Designing an AI Monetisation Assistant

See Prototype

Portaly

From Vague Ideas to Actionable Steps: Designing an AI Monetisation Assistant

See Prototype

Duration

1 month

Team

6 members

My Role

UX Designer, UI Iterator

Project Type

AI Feature Ideation

Project Focus

Design System, UI Flow, Prototype, Handoff

Tools

FigJam, Figma, Excel, Notion, Maze, Figma Make (Extra)

Intro & Problem

Portaly is a personal website service designed for creators. It consolidates your online resources, brand homepage, or blog into a single page. With over 90,000 registered users, Portaly is currently Taiwan’s leading tool for creators and Key Opinion Consumers (KOCs).

Product Vision is to build a tool that empowers creators to grow and monetise, helping them achieve success.

Solution

A personalised monetisation plan that leverages Portaly’s existing features to help users get started quickly

This solution not only solved user pain points but also strengthened engagement and loyalty — keeping users active within the Portaly ecosystem, especially after they began monetising through the analytics feature. As a result, user engagement and first-time monetisation creation increased by 22%.

Dedicated Monetisation Portals within Portaly

Start with a conversational chat that provides limited options matching Portaly’s existing tools, reducing cognitive load for users.

Step-by-Step Tasks Designed for Busy Creators

Allow users to complete monetisation tasks in small, guided steps — enabling progress anytime, even during short breaks.

Dedicated Monetisation Portals within Portaly

Start with a conversational chat that provides limited options matching Portaly’s existing tools, reducing cognitive load for users.

Step-by-Step Tasks Designed for Busy Creators

Allow users to complete monetisation tasks in small, guided steps — enabling progress anytime, even during short breaks.

Ideation With Brainstorming

Facilitated the team in turning countless potential ideas into small, implementable solutions

As the lead UX designer, I guided the team through an affinity diagram activity. Based on the insights we gathered, we defined a clear POV to align our direction and stay focused on solving the real problem.

I decided to apply the IDEO brainstorming method to expand our ideation process across ten different aspects. We generated a large number of ideas and conducted several rounds of voting, guided by evaluation metrics. This process helped us converge on a clear, core problem to solve.

Before We Start: Product & Competitor Analytics

Monetisation is our users’ key opportunity. Our mission is to empower them to create more value for their own audiences.

User Interview & Affinity Diagram

Reframe HMW - How might we help part-time creators identify, structure, and activate their existing assets into monetisable formats — while keeping motivation and clarity high?

Many part-time or non-full-time creators already possess valuable creative assets — content, skills, or audiences — but struggle to turn them into sustainable income because they lack clear motivation, structure, and monetisation planning.

We conducted eight user interviews, transcribed and analysed the results using an affinity diagram, which helped us gain clarity on how we could tangibly address users’ pain points and create real value.

Solution along the user journey & flow

An AI assistant that simplifies monetisation planning, breaks goals into tasks, and tracks progress

Breaking down the user journey to visualise key pain points and opportunities.

Design - Key Features

AI-powered monetise analysit, transform a vauge idea into actionable steps within the platform existed feature, reduce the uncertainty as friction while strenghthen user retension

Currently transforming the Prototype with Figma Make, will update the interactive prototype here soon!

User Interview & Affinity Diagram

Reframe HMW - How might we help part-time creators identify, structure, and activate their existing assets into monetisable formats — while keeping motivation and clarity high?

Ideation With Brainstorming

Facilitated the team in turning countless potential ideas into small, implementable solutions

Solution along the user journey & flow

An AI assistant that simplifies monetisation planning, breaks goals into tasks, and tracks progress

Breaking down the user journey to visualise key pain points and opportunities.

Design - Interactive Prototype

AI-powered monetise analysit, transform a vauge idea into actionable steps within the platform existed feature, reduce the uncertainty as friction while strenghthen user retension

Currently transforming the Prototype with Figma Make, will update the interactive prototype here soon!

Challenges & Takeaway

Team Collaboration & Facilitation

Working in a remote, cross-functional team where not everyone had prior UI/UX or product design experience required precise communication and strong facilitation. As the UX/Product Designer, I learned the importance of balancing guidance with respect for ownership. One key challenge arose after the user interviews. While I believed that transcripts, coding, and affinity diagramming were essential steps to extract key insights, our UX researcher wanted to move straight to summarising assumptions. Through multiple rounds of discussion, research, and sharing credible UX resources, I facilitated alignment within the team and successfully incorporated these structured research steps.

🌟 Takeaway: I strengthened my skills in design facilitation, structured communication, and leading teams with diverse experience levels toward evidence-based decisions.

Interactive Prototype with Figma Make

After the initial design phase, I revisited this project and rebuilt the interactive prototype using Figma Make to enhance the presentation and user testing experience. This process allowed me to explore Figma Make’s workflow for interaction logic and better simulate the user journey within Portaly.

🌟 Takeaway: Recreating the prototype deepened my understanding of Figma Make’s prototyping capabilities and improved my ability to communicate design intent through interactive deliverables.