Track | Schedule | Bill
Simplify the process of entering details for an invoice
Research, Facilitate Workshops, Wireframes, Prototype and Design.
Working together with Developers and Subject Matter Experts.
In a manufacturing unit, there are a lot of actions happening simultaneously. To keep track of it all is essential for the system to keep pace and for the leaders to plan for the future.
Computerising this system is essential in aiding those keeping tabs. As the unit expands, the system gets more complicated. Our clients reached out to design a scalable approach to make the process more efficient.
THE DESIGN PROCESS
We start by conducting research and understanding user behaviour. This is done with the help of tools. Then findings are synthesised to be worked on.
The team co-creates with the clients to understand the problem areas, define the problem statement, build customer profiles, and outline core benefits.
At this stage, we build on all ideas. Rough wireframes and storyboards are created. Quick prototypes are tested internally for validation.
One design that worked best, the team creates a more visually appealing product so it can be validated as well as refined.
Understanding the system of quoting for a job to getting paid for it in manufacturing industries is complicated. The process was made easy with help from the SMEs. The current screens were analysed. We made note of the heuristic characteristics and observed them being used. We came to the conclusion to keep the screens simple and easy to use for novice or first-time users as well as pro users.
The process was broken-down and we co-created it with the help of the SMEs in a workshop. The process helped their team also understand the various levels of the system.
By understanding the system, we were able to navigate through it and create better designs.
We landed on key principles we wanted to follow throughout the system to ensure uniformity in the end experience.
The elements in the system must be simple for the user to understand so he is more efficient.
The system should be made more intelligent To support the user in his daily activities to ease his work.
The system should be modular so the user can customise it to his needs. This way the process is personalised to each user.
The design must be consistent throughout the system. Spacing, elements, experience and more.
We took inspiration from an invoice template. Understanding information is essential always.
We created a list of all the fields to break them down and prioritise them. The SMEs consider them all essential, but compromises were done on all parts.
We found a total of seventy-five fields on the first screen the user would work on. This is an onslaught of information the user is burdened with. To overcome this, we designed a workaround taking inspiration from a traditional bill and making the process simpler.
The information was broken down and grouped to that it is found by users faster. Fields rarely used are hidden, and essential fields are only the ones he will see on landing.
Navigating between screens is made easy with the help of crumbs designed in millers style.
Users have the same filters on grids they use every- day. We designed it so that filters can be personalised and set to be a standard in grids. So that on landing, he views the exact data we need, saving him time.
Each component in the page has been designed separately. So that a user if he wants to create his own app, it will be convenient and still follow the design language.
Also, any changes to the design language when changed in the main design will reflect on all the pages and all the screens.
The clients have more than ten products under their names, and our designs are created so that they can adapt to any application with the same rules.
This will make the user familiar with all the platforms and comfortable using the software, increasing satisfaction in the experience.
This project is still under progress, but the learning has been enlightening. Designing complicated systems will always be the most satisfying projects for designers. The complications in such jobs are like no other.
Solving for these need to be simple and memorable for the users as these are used everyday and mistakes in these tasks can be costly.