UX and simplification of processes in the accounting application
A Tri-City company producing air quality maintenance devices is implementing an IoT solution on a large scale. The technologically prepared project is to fulfill important functions for product development and building relationships with customers. For this reason, it is a strategic undertaking of the organization and the board took up the topic of creating a service that will convince users to use IoT on a mass scale.
However, the biggest difficulty in the whole process turned out to be that someone else buys and assembles the device as part of a larger installation, someone else owns it, and completely different people use the effects of the devices. The search for real value for the user required the use of the design thinking methodology.
Design challenge
How to guide the user through document processing so that he or she completes the tasks correctly and quickly at the acceptance stage.
Process stages
1 / Desk research
Service safari (expert analysis) of the application.
2 / Application UX research
Observations and interviews with users at various levels of documentation flow.
3 / Process analysis
Analysis of the cost documentation circulation process, roles and legal restrictions.
4/ Report with recommendations
Presentation of a summary of analyzes and research.
5/ UX mockups
Interactive application mockup containing process simplifications and UX solutions.
6/ Tests and consultations
Applying corrections to the prototype.
6/ Production implementation
Collaboration with developers on the optimal use of the Bootstrap framework
Conclusions in the report
A Tri-City company producing air quality maintenance devices is implementing an IoT solution on a large scale. The technologically prepared project is to fulfill important functions for product development and building relationships with customers. For this reason, it is a strategic undertaking of the organization and the board took up the topic of creating a service that will convince users to use IoT on a mass scale.
However, the biggest difficulty in the whole process turned out to be that someone else buys and assembles the device as part of a larger installation, someone else owns it, and completely different people use the effects of the devices. The search for real value for the user required the use of the design thinking methodology.
Changes applied
Menu - separation of navigation from action buttons, easy-to-use search engine and filters.
List views showing statuses, changing information hierarchy, action buttons in the table.
Processing documents at various stages - clearing forms of redundant fields, placing key information and required fields to be completed always in the upper part of the view.
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Removal of redundant action buttons, changing the naming appropriate to the stage of the process.
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Placing action buttons always in the same place - on a floating menu at the bottom of the screen.
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Support for users processing documents several times a month by adding suggestions for tasks at each stage of the process.
Copyright and NDA:
Copyright © Agnieszka Menczykowska 2022
The presented projects are implemented or are being implemented, but their details must remain secret due to the NDA.