Manage & optimize expenditure costs for a material specialist in US

Problem Statement
A streamlined process to manage and optimize capital expenditure requests application for an material specialist leader within the US
Domain
Material Industry
Client
Specialty alloys leader for critical applications within USA
My Role
User Experience & Visual Designer
Duration
2 days, 2023
What was the problem?
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The application’s interaction was outdated and confusing for users who were filling and applying for material procurement.
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The lack of logical grouping & categorization in sections of the form overwhelms the user.
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Using too many pop-up screens could be annoying.
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Inconsistency in the interactive elements like dropdowns & input fiels, may mislead the user to complete a task.
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Lack of guided workflow to complete the form.
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Lack of information hierarchy in the layout increases the visual load, making it difficult to comprehend the information.
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The absence of clear data division, increasing users’ cognitive load and user recall for information.
What were the expectations?
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Creating a new portal with revised Information Architecure for Captial Expenditure.
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Moving from historic, age old experince to modern customer centric experience.
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Improving user experience, usability, and database management.
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Implemented a database to file and log for material expenditure in a user-friendly, task-focused UI designed.
What did I do?
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Explored the application with a basic understanding.
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Enhancing data categorization and reducing the user recall while filing for capital expenditure requests.
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Improved usability for filing the expenditure requests.
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Established a basic design system for consistent application design language and enhanced information architecture and grouping.
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Implementing modern visual design to bring the application upto date, making it usable and user-friendly.
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Recommendations and How Might We was also given.
Based on the initial and high-level analysis,
I was able to brainstorm the pain points & the interaction issues observed, was able to come up with a few How Might We statements
How might we
reduce the information & visual clutter so that users can find, fill in the information quickly & complete the task efficiently?
How might we
automate processes and their inputs wherever possible?
How might we
simplify the process?
How might we
help the users to have smart prompts to some of the information while doing their tasks?
How might we
logically group the content and the place in order?
How might we
leverage current design trends to create an aesthetically pleasing, intuitive, contextual, and smart interface?
Output
Proposed ideation screen

Output: Proposed ideation
Logical grouping & categorization of the information
This makes it easy for the user to take in the information, reducing the cognitive & visual load. Showing a relevant content will avoid the clutter and cognitive load.
Consistent interactions & visual elements across the application
A design language consistent across the portal which to 'search' & 'locate' the report.
Personalized content based on the user privileges & access
Leverage current design trends to create an aesthetically pleasing, intuitive, contextual, and smart interface.