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Ottimate

Ottimate

3,000+ customers | $4B+ invoices automated annualy | 300+ employees

3,000+ customers | $4B+ invoices automated annualy | 300+ employees

Background

Rapidly growing AP automation SaaS serving hospitality, retail, and healthcare that has entered a brand maturity phase where past execution has resulted in inconsistent messaging and a website unable to scale with new product and integration expansion.

Background

Rapidly growing AP automation SaaS serving hospitality, retail, and healthcare that has entered a brand maturity phase where past execution has resulted in inconsistent messaging and a website unable to scale with new product and integration expansion.

My Role

I was brought in to stabilize Ottimate’s brand during a complete marketing rebuild, creating a temporary design system and then contributing to the development and rollout of the refreshed brand across web, content, and campaign assets.

My Role

I was brought in to stabilize Ottimate’s brand during a complete marketing rebuild, creating a temporary design system and then contributing to the development and rollout of the refreshed brand across web, content, and campaign assets.

Before

Before

Approach

  1. Refine the existing "Otti" logomark, brand colors, typography, and core components.

  2. Build a modular web system with consistent language, visuals, and reusable landing page templates.

  3. Create a unified content library with templates covering webinars, blogs, ads, video, sales, and decks.

Approach

  1. Refine the existing "Otti" logomark, brand colors, typography, and core components.

  2. Build a modular web system with consistent language, visuals, and reusable landing page templates.

  3. Create a unified content library with templates covering webinars, blogs, ads, video, sales, and decks.

Research and Discovery

  • Stakeholder interviews (Mktg/Sales/Leadership/Partners).

  • Customer/persona synthesis; case studies + reviews.

  • Competitive audit on Brex, Ramp, and Tipalti

  • Full site/asset audit: spacing, hierarchy, color, metaphor fixes.

Research and Discovery

  • Stakeholder interviews (Mktg/Sales/Leadership/Partners).

  • Customer/persona synthesis; case studies + reviews.

  • Competitive audit on Brex, Ramp, and Tipalti

  • Full site/asset audit: spacing, hierarchy, color, metaphor fixes.

Competitive Benchmarking

Competitive Benchmarking

Brand System

  • Defined a reusable spacing system and core UI component library

  • Established icon, illustration, and motion usage guidelines

  • Refined logo usage, expanded the color palette, and set a type system

  • Centralized all brand assets and rules in Lingo for cross-team adoption

Brand System

  • Defined a reusable spacing system and core UI component library

  • Established icon, illustration, and motion usage guidelines

  • Refined logo usage, expanded the color palette, and set a type system

  • Centralized all brand assets and rules in Lingo for cross-team adoption

Building Brand System

Building Brand System

Activation

  • New sitemap; landing/feature/content/industry templates.

  • Structured libraries (webinars, blogs, stories, downloads).

  • Conference/print kits; social/ads/slides; initial product surfaces.

Activation

  • New sitemap; landing/feature/content/industry templates.

  • Structured libraries (webinars, blogs, stories, downloads).

  • Conference/print kits; social/ads/slides; initial product surfaces.

Result

  • Consistent brand across channels; faster page/campaign launch.

  • Foundation for motion, product storytelling, and ongoing reinvention.

  • Leadership feedback: “fastest large-scale brand turnaround.”

Result

  • Consistent brand across channels; faster page/campaign launch.

  • Foundation for motion, product storytelling, and ongoing reinvention.

  • Leadership feedback: “fastest large-scale brand turnaround.”

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