Redefining collaboration.

Partners Group.

The Challenge

Before PG Alpha, board directors from portfolio companies and Partners Group executives struggled with fragmented communication, inconsistent data access, and inefficient decision-making.

With high-stakes governance responsibilities, PG needed a secure, sophisticated platform with real-time information to enhance collaboration while ensuring strict role-based access.

My role

As Project Lead specializing in Experience Strategy and Design, I guided the project from strategy to implementation, ensuring a seamless, user-centric experience that met security and governance requirements.

Team & Scope

Disciplines:
Experience Strategy & Design, Product Design, Product Management, Engineering.

Team Size:
30+ members across New York, Buenos Aires, Noida, and Gurugram.

Key Deliverables:
Discovery report, wireframes, MVP development, multi-user CMS, mobile & web apps.

Client headquarters:
Switzerland

Solution: PG Alpha

We built PG Alpha, a proprietary platform tailored to Partners Group’s governance needs.

Multi-User Roles

  • Board Members – Secure mobile dashboard with financial insights and strategic reports.

  • Portfolio Administrators – Manage company-specific data and user roles.

  • Super Administrators – Oversee platform governance, compliance, and security.

Core Experience Principles

  • Sophisticatedly Simple – A clean, intuitive interface for efficiency.

  • Engagement, Not Obligation – Designed for meaningful collaboration.

  • Guidance-Driven – Clear workflows and instant feedback to support decision-making.

  • Transparent Collaboration – Role-based visibility into governance activities.

Final Deliverables

  • Mobile & Web Apps: Secure access across iOS, Android, and desktop.

  • Component Library: A scalable design system for future enhancements.

  • Governance & Compliance Strategy: Ensuring long-term adoption and security.

Outcome & Impact

PG Alpha has been adopted by 250+ portfolio companies, directly impacting $150 billion in assets under management.