Research & Analysis
Before moving into high-fidelity design, I mapped the full dependency structure between enrolment types, modules, and user actions.
This helped define the universal logic that would let the same flow handle B2C, B2B, and Coach enrolments without breaking. The following are the main connections I found from studying the manual enrolment.
After the research and architecture stages, it became clear that to make the enrolment process consistent across all programs and client types, we needed to create a universal Form Builder.
Once I fully understood the business logic, I broke it down into modules and mapped the relationships between them. The following diagram shows how different form modules can influence or disable each other. With this foundation in place, I was able to design both the Form Builder and the enrollment form itself.
Form builder combinations
On the left of the demo you can see a piece of the admin UI with form settings.
On the right you can see how the Client side responds to every change. Every possible combination is accounted for.
“Building our automated enrollment flow was a turning point. We learned a lot from the process, and it opened up an entirely new source of revenue that simply wasn’t possible before.”
Key Lukin
Conclusion
The new automated enrollment flow eliminated bottlenecks in purchasing programs for small and mid-sized teams, making it faster and easier to get started. By balancing automation with flexibility, the solution unlocked new revenue streams, reduced manual overhead, and improved the overall customer experience. This project clearly demonstrated how thoughtful system design can directly drive growth and scalability.
Thank you for your attention.
Dmitri Tonitsoi