Web app | 2020

Confidential Case Study

Summary

It is a platform that offers its services in different countries, in charge of managing consumption status.

Dedicating myself to this renewal process in favor of agility, flexibility, simplicity will allow me to attribute to the platform the security that users need when using it.

Currently the company values that users can execute good flow due to the number of functions that can be had with the platform to manage consumption, however, it is important to maintain the essence with which customers for many years are familiar, since the list of options for data processing is quite wide.

I carried out a researching process to collect all the information of previous years and currently to study which, as, when about the need of the client and the process of how this platform works.

Problem definition

For years the same platform has been used with the same designs, which have been adding functionalities so that users can have a wide customization, but at the same time cover and create with a short planning for the sum of more functions, can generate different problems highlighting the following:

A very wide menu is sold and is lost with the height of the page, so you must use the scroll to see the list.
There is no consistency between breadcrumb and the menu.
It forces the user to some advice to be able to navigate since it can be lost before so many functions.
Visual recharge.
Customer satisfaction surveys are not handled.
The interface does not inspire security.
Interface design is outdated.

What can be improved?

To find satisfaction and demonstrate that through the improvements of the platform the company can transmit the trust that users need, it was recommended to take into account the following:

Better distribute the layout.
Use a more comfortable interface for a wide menu.
Standardize routes.
Work better on information architecture.
Listen to the client's concerns.
Renew the color palette.

How can it be achieved?

With the implementation of a modern, better organized, and dynamic skin, the platform will be able to achieve the following:

The comfort of the client.
Consistency in the pages would be achieved.
Improve navigation.
Allow less understood advice.
Prevent the user from errors.
Have access to documentation.
Friendlier flow.

Why is it necessary?

The trajectory of a platform is subject to good ratings and popularity during the generations that are increasingly demanding to hire a service that is functional; having a platform that allows you to streamline processes is the dream of many, therefore, an excellent user experience will make this platform last over time; that's the company's big goal.

Archetypes

Clarissa

Accountant

She is a young woman with some years of experience in her profession, she is very committed to her work, communicative, she is a great negotiator in her role, so she has a determined personality to be able to effectively execute her work.

In increasing activities to solve, she has the need to have tools to manage and record control over any contracted service, although she tries to solve it with some other tools in a dispersed way, but it frustrates her not to be able to reduce time.

Paul

Operations Manager

He likes to be the head of the team, he has the responsibility of being the receiver, spokesman and disseminator of the information of the highest positions of the company, he works within the deposit area; being demanding, determined is part of the attitude because of the responsibility of the state of the entire inventory.

Having at hand a tool that allows him to facilitate the numbers of income, expenses and manage them in accordance with the results at the administrative level, for him would be the most efficient way to generate reports in a short time.

John

IT Leader

He is bold, empathetic, analytical, he is at the head of a team that must relate to the rest of the company's staff; is in charge of data control and management of the technologies used in the company; staff work remotely.

John worries about not having a platform that allows him to manage the status, capacity and consumption of the equipment that is issued by the company for business purposes and having a tool that allows him to do all this, he will achieve a positive control for the management of his area.

MVP

Update the skin.
Update the login page.
See general report dashboard.
Standardize areas available for results pages.
Use modals.
Alerts.
Use page load indicator.

SKETCHING

The process is generated gradually as each page provides in a standard or personalized way, listening to the opinions of team members and customers, the proposals are generated in high definition.

WIREFRAMES

After having generated the appropriate flow, triggering another process of changes by conclusions of the functionality and that still continues to evolve; the interface is defined to make it more navigable for the user and to try as much as possible not to always resort to online help, however, help will always be provided.

PROTOTYPE

Taking into account the aforementioned parameters to generate the userflow and the MVP points, I was able to make a simple, direct and usable interface proposal for what it implies to inform in detail what the client wants to see and that at the same time the company feels satisfied with what it wants to sell with the image of its new platform.

Dashboard - Before