Introduction
When tasked with redesigning our company’s outdated management system, my goal was clear: create a streamlined, user-centric tool that empowers teams to work smarter, not harder. The previous system was plagued with usability issues, making even basic tasks like logging in a frustrating experience. With this redesign, I aimed to solve these pain points, improve productivity, and deliver a seamless experience that meets the diverse needs of our users—from sales to customer service to accounting.
By combining clean, intuitive design with robust functionality, this new business management tool has transformed the way our company operates. Here’s how.
Streamlined Login Experience
Before introducing our new management tool, even logging in was a challenge. The login screen was tucked away under a toolbar, making it difficult to access. With the redesign, users are greeted by a clean, simple login screen directly on the dashboard, setting the tone for a seamless experience.
Data Visualization for Smarter Decisions
Previously, our team relied on about 10 separate Excel spreadsheets exported from outdated systems to piece together data. Now, users can view relevant data directly in the tool based on their access level. Whether it’s inventory, sales figures, or top-selling products, the visualized data is easy to interpret, helping the company spot patterns and make informed business decisions.
Integrated Communication and Workflows
Switching between multiple tools, like our app and Outlook, was inefficient. This new concept integrates Outlook seamlessly into the app, funneling emails into an elegant, minimal interface. The result? A centralized workspace that keeps everything in one place.
Empowering Sales Teams
One of the most popular features among our sales team is the dashboard displaying inventory, hot-selling products, and other key metrics. This screen makes it effortless to access the information they need to succeed.
Enhanced Invoice Management for Accounting & Customer Service
Our accounting and customer service teams now have a dedicated screen to search and filter invoices. This feature streamlines their workflow and allows them to find the information they need quickly and efficiently.
Client Database with Intuitive Search
Customers are the backbone of any organization. Our redesigned client database makes finding a specific client quick and easy. Instead of sifting through endless rows in a table, users can search by name to see filtered, visually digestible results.
Internal Chat for Team Productivity
Email is effective for many tasks, but our internal chatroom takes team communication to the next level. With a small team, one chatroom suits us perfectly, enabling quick collaboration without email back-and-forth.
Unified Company Calendar
Important dates and events are now centralized in a shared calendar, ensuring everyone stays informed and no important deadlines are missed.
Reflection
Leading the design of this business management tool has been both fun and transformative. Over five years, I’ve gained valuable experience in design, development, and cross-functional collaboration. The final product not only solved existing pain points but also improved the efficiency and productivity of our team.
Adobe XD Live Prototype
