GreatSoft is a customer management relations (CRM) software for accounting practices and firms. They previously had a mobile application that was underutilized by clients and ultimately removed from the app store due to its outdated features.
Issues with the old design:
UX - The old designs are simple but yet somehow the clients were still confused how to use it. The issue stems from the navigation and the lack of a home screen.
UI - WE NEED COLOUR. The PM was excited to incorporate some color and fun into the designs without going too crazy as it was necessary to keep a professional tone.
More Features - We added planner. It tracks productivity, attendance and billable hours. This is a service already offered by Greatsoft that we added to the mobile version. The plan is to add more features later but keep it simple for V1.
Dark Mode - An absolute must. They asked and we delivered.
Our challenge was to simplify GreatSoft’s very complex software. Their software tailors to their client, so how may we create an application that would fit all its users needs. We began by focusing on core features.
The PM and I drew up some wireframes, using elements from the existing CRM, simplifying it as much as we could to suit mobile use. Using Figma I mocked up some wireframes based on the features we thought were essential, and I then made several iterations based on the PM’s comments and ideas. After multiple iterations we were finally satisfied with the designs and it was time to add color.
The biggest change to this screen was the task breakdown view. Instead of a pie chart, we swapped it out for cards so the user was then able to select each card to see a detailed view of their tasks. Notifications were added to top navigation.
CRM was relabeled as clients as their current client did not like the term CRM. A drop down for document selection and an upload document button was added.
The client data layout was rearranged.
Tab location is moved. and a back button was added for easier navigation.
This was my first real world project I was a part of. During this process I was busy with a UI course and regularly made changes to my designs based on what I was learning in the course. These included improvement of basics such as alignment, consistent typography, accessible colors, touch target area, and white space.
I learned what a time saver design systems are.
I have also looked into better ways to communicate my designs to the developer, as that was a personal challenge for me during this project.
I am very grateful that GreatSoft trusted me with this project, allowing me to gain valuable experience.
Have some spare time? Explore some of my other projects or check out my social media below :)
