Contact us

Accelerating UX Delivery
for a Financial Wellness Platform

Helping BrightDime design and deliver a new task management feature—on time, on brand, and without slowing down internal teams.
See Our Impact

BrightDime is a financial wellness platform that helps employees take control of their finances and reduce stress. Through a combination of financial coaching, education, and personalized digital tools, BrightDime supports users with budgeting, reducing debt, tracking cash flow, and planning for the long term—all in one secure place.

As the platform evolved, BrightDime needed to launch a new task management feature to support goal-based financial activities. However, due to limited internal design resources, BrightDime needed a partner who could work quickly, adapt to their workflow, and deliver high-quality UI designs without increasing overhead.

The Solution

Dualboot embedded a small, agile team of two to five contributors to lead the design of the new task management feature. We began by aligning directly with BrightDime’s product executive to clarify goals, priorities, and success criteria, cutting out unnecessary layers and speeding up the decision-making process.

Instead of applying a rigid design methodology, our team adapted to BrightDime’s workflow, which included fast alignment, quick iteration cycles, asynchronous reviews, and minimal disruption. From day one, we emphasized clarity and autonomy.

The engagement focused on designing three seamless user experiences.

  • Task Summary View A centralized dashboard showing all current action items.
  • The Task Detail Viewis a guided space for tracking task progress and accessing supporting content.
  • The Task History Viewis a reflection area showing completed tasks and progress over time.
  • Each screen was delivered as a fully interactive Figma prototypeIt was structured for a developer-ready handoff and aligned with BrightDime’s internal design system.
“Dualboot adapted to how we work and delivered exactly what we needed—high-quality designs, done fast, and without adding overhead to our team.”
Caleb Rowe
Product & Operations Leader

The Impact

Dualboot’s flexible, high-velocity approach enabled BrightDime to stay on schedule, preserve internal resources, and launch a critical feature on time.
  • Production-ready designs were delivered in under three weeks Enabling development to begin on time.
  • Achieved 100% alignment with BrightDime’s UI standards Eliminating the need for design revisions.
  • Freed up internal design and product resources Allowing the team to focus on other initiatives.
  • Integrated seamlessly into BrightDime’s workflow Minimizing friction and maximizing speed.

Our work together wasn’t just design execution—it was thoughtful, strategic collaboration that enabled BrightDime to deliver more value to users faster.