Stonemason Company

BACKGROUND

Please describe your company and position.

I am the CEO of Quoroom

Describe what your company does in a single sentence.

Regulated fintech and legaltech platform helping VC/PE funds and investment clubs and private companies to manage their investment operations

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Stonemason Company to accomplish?

• UI/UX design
• Redesign
• Mobile app development
• UX Audit
• Hypothesis Creation

SOLUTION

How did you find Stonemason Company?

Referral

Why did you select Stonemason Company over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Stonemason Company were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Stonemason supported us across a broad range of product design initiatives for our investment management platform. The scope of work included reviewing existing user journeys, identifying UX pain points, and redesigning key parts of the platform to improve usability, clarity, and conversion across different user types, including deal managers, investors, and founders.

They worked on both strategic and executional design tasks: structuring product flows, improving information architecture, creating wireframes, designing high-fidelity screens, and preparing developer-ready assets. The team also helped us rethink how complex workflows should be presented in a more intuitive way, especially for onboarding, deal setup, investor interactions, and portfolio management features.

A major part of the engagement involved ongoing collaboration with our internal team to iterate on designs based on business priorities, product requirements, and user feedback. Their work was not limited to visuals only; they contributed to the overall product experience and helped translate complex operational processes into cleaner and more user-friendly interfaces.

Key deliverables included:

UX review of existing platform flows and interface structure
User flow redesigns for core product journeys
Wireframes and clickable prototypes
High-fidelity UI designs for web platform screens
Improved dashboard and data presentation concepts
Design system / reusable UI components for consistency
Developer handoff files and design specifications
Iterative updates based on feedback from our team

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The project led to clear improvements in the usability and overall quality of our platform. We achieved more structured and intuitive user flows, a cleaner interface, and a more consistent design language across the product. This made complex workflows easier for users to navigate and reduced friction in key areas such as onboarding, deal setup, investor interactions, and portfolio management.

From an internal perspective, the project also improved the efficiency of our product and development process. Having better-defined flows, reusable components, and developer-ready designs helped us speed up implementation and reduce ambiguity between product, design, and engineering teams.

The main measurable outcomes were:

improved clarity and usability of core product journeys
more consistent UI across different parts of the platform
faster design-to-development handoff
reduced need for design rework during implementation
stronger foundation for scaling the product with a reusable design system
better alignment between business requirements, user needs, and final product execution

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Stonemason managed the project very well and were highly proactive throughout the engagement. They were able to work independently, using our demo platform to explore the product in depth and understand the existing user flows without requiring constant guidance from our team. This was particularly valuable because it allowed them to identify improvement opportunities thoughtfully and contribute beyond surface-level design work.

They took time to deep dive into each flow and approached improvements with a strong understanding of both user experience and practical product needs. They were responsive to our requests, feedback, and evolving priorities, and remained supportive even when some tasks extended beyond the originally estimated scope.

They also provided valuable support to our development team during implementation, helping clarify design decisions and ensuring smoother execution. Overall, they were collaborative, committed, and dependable in how they managed the project and responded to our needs.

What was your primary form of communication with Stonemason Company?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What impressed us most about Stonemason was their absolute professionalism, responsiveness, and genuine attentiveness to our needs as a client. They were not just executing design tasks — they were deeply engaged in understanding our product, our users, and the outcomes we were trying to achieve.

They consistently demonstrated a strong commitment to delivering the best possible result, not just what was formally scoped. Their team was thoughtful, detail-oriented, and highly responsive throughout the collaboration, which made them feel like a true extension of our own team.

What made them stand out was the combination of high-quality design thinking, customer focus, and commitment to execution. They cared about getting things right and were willing to go deeper when needed to achieve the right outcome.

Are there any areas for improvement or something Stonemason Company could have done differently?

No major areas for improvement from Stonemason’s side. In hindsight, we could have been better prepared on our side with more detailed flow charts and use cases before starting the redesign. Given the complexity of the platform and the large number of flows and functionalities, that would likely have reduced communication time and made the process even more efficient for both teams.