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UI/UX Responsive Design

ALMA

My Role

User Research

Interaction

Visual design

Prototyping

The Math Company needed an application which will be central hub of all functions that are required to fulfil end-to-end delivery lifecycle which is tracking projects/accounts from the initial proposal phase to the execution and the closure. Moreover, the application serves as a source for all planning, tracking, and reporting of key metrics for all portfolio and accounts. I was responsible for designing this project from scratch and worked alongside with developer and project managers.

Prototype

Problems

1. MathCo. has several teams using different third-party software, leading to scattered data and communication gaps, causing redundancy and inefficiency in processes.

2. To create accounts and projects users have to fill a ton of inputs and collaborate with different teams, this takes time even with contextual hints.

3. There is an old software for revenue management (RM) which had confusing user experience with many input fields and it fails to bridge the communication gap between teams. Our task is to rethink the whole process, make it convenient and useful for all users: those who are used to old interface and those who have never seen it.

4. Preparing a report for the partners involves gathering data visualisation and metrics from various sources, resulting in a highly time-consuming task.

Our Goal - The data is key within an analytical company and our objective is to develop a tool that is accessible to all employees, ensuring they can rely on and make the most of the data.

User Story

Each team had different requirement and problems that needed to be solved. The complex workflows of the multiple user types and their interactions with one another needed to be laid out in detail. In order to achieve that, I gathered as much as I could from the end users to understand the challenges they face and how they see the tool makes a difference in optimising pain areas.

“As a user, I want to create accounts and search resources for the company , so that i don't have to reach out to other teams via emails and keep data on excel every time”

John Carter

Delivery Ops Team

“As a user, I want to create projects and update them bi-weekly for the company, so that i don't have to update every data in excel manually and get confused with projects”

Sophie Moore

Delivery Team

“As a user, I want to update the revenue numbers for each account and view summary for each, so that everyone required gets to review the data”
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Matt Cannon

Customer Success Lead

“As a user, I want to search, allocate and request resources whenever required, so that i get the correct resources for every team on time.”
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Andy Smith

Delivery Manager

“As a user, I want to see all the invoices for each contract and know what action to be taken next for which client, so that i can see contracts whose invoices are not done.”

John Carter

Finance Team

“As a user, I want to overview of the company data and how is it doing in an particular time, so that i don't have to wait for meetings to see the data every time.”

Sophie Moore

Regional Head

Insight

After conducting user interview with different teams, talking about there requirement and pain points. I analysed the gathered data and categorised them into the following insights.

Communication

Large start up with over 1500 employees.
There is no centralised platform for sharing data from various third-party software with different teams.
Microsoft Teams and outlook are used as the major source for communication.
Consistently contacting various teams to refresh specific data and follow up on the progress.

WORK MANAGEMENT

Many tasks are performed by everyone and are need to updated on daily basis or monthly.
There is currently no tool available for creating and observing all accounts, projects, engagements.
No way to track the progress of the task.

DATA MANAGEMENT

Every data has to entered manually.
Data is spread across many third party software.
Microsoft excel and powerpoint are the major tools used.
Results are difficult to curate and make sense out of.
Inaccurate data resulting from human errors makes the data unreliable.

User Profile

The research highlighted the various ways in which different users would use this tool. To simply this i made an in-depth user profile for each persona with there goal and tasks.

Delivery Ops

Setting up new account in an portfolio
Viewing all the resources and allocating them
Fulfilling new resource request
Being able to view and edit employee details
Updating revenue numbers

Delivery Team

Setting up new projects in account
Viewing all the Account and project details
Fulfilling Bi-weekly project updates

CSL

Setting up new engagement in an account
Monthly updating the revenue for each account
Adding Opportunity data if required

PMO/SWAT Team

Setting up Employee Access
Resource Transfer

Delivery Manager

Search, transfer and requesting resources
Fulfilling resource request
Viewing employee details

Finance

Monthly updating booked revenue value
Viewing contract details
Inputing finance team checklist in all the new contracts

Regional Head

Approving the revenue monthly for an account
Viewing contract details
Reviewing all the new contracts and signing them off
Analyse result of delivery, revenue, utilisation and resource rate of the organisation.

IT TEAM

Viewing contract details
Inputing IT team checklist in all the new contracts

UI Style Guide

Information Architecture

Initially the structure of the application was really simple but as the requirement grew, so did the our solutions. I started creating the information architecture and low-fi concepts for primary use cases. After having a go ahead from the Product Manager, developers, and Stakeholders on the mockups, we began to make hi-fidelity prototypes.

Functionality

Setup

User can now easily create an account, engagement and project by going to setup and further deep diving into giving specific employee permission for each of them.

Project Details

The project deep dive page contains all the information regarding a project. This page consist of three key phases within a project lifecycle: pre-kickoff, execution, and post-delivery. Throughout each stage, users have the opportunity to input specific details for that phase and evaluate the course of action for individual tasks.

Search And Transfer Employees

Resource names are displayed in a list and can be sorted based on your search criteria. Additionally, the billing information for each employee within an account can be modified by the user from the edit button. Action icon allows user to allocate a particular resource. Where the user can transfer a resource into multiple levels - Portfolio, account, engagement, project, pool or enablement.

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Request And Allocate Employees

User can request one or multiple resources which are required for a particular portfolio, account or project. The request can also be fulfilled and resources can be allocated. Additionally, users can use a simulator to see how these allocations will affect the effective rate and utilisation of a particular account, and then allocate resources accordingly.

Update Revenue

Account revenue information can be refreshed on a monthly basis. Users have the ability to modify data for a specific Key Performance Indicator (KPI) in both the present and upcoming months. Historical data can also be accessed to observe month-to-month growth. To make this process efficient, repetitive data can be duplicated across all forthcoming months using the "copy all" feature. The total target and revenue data for the same can also be found at the bottom of the table.

Contracts

Users can review all contracts associated with a specific account and monitor their status in the contract repository. Every contract signed by our company undergoes a five-step process, which includes the following stages: draft, review, RH review, client review, and completion, before it becomes finalised. In the version control system, users have the ability to create, input details and upload contracts at various stages and assign them to different teams for the review process.

Portfolio View

All the leader can view this dashboard and use it for the following functionality :

Leaders can utilise it to oversee Mathco's financial aspects and manage elements within their portfolio.
The visual representation makes it easier for user to understand.
Dashboard aggregates data from various sources or components of a portfolio.
Users can real-time monitor the performance of the investments or projects over time.
Include risk assessment tools that help users evaluate the overall risk associated with the investments
Users often have the ability to customise the dashboard to display the specific data and metrics that are most relevant.
By offering a clear summary of portfolio performance and risk, these dashboards assist users in making well-informed decisions concerning Mathco's delivery, operations, and revenue.