DESIGN JOURNEY CASE STUDY | Design solution for an accountancy software
SHUBHAM SHREYA +91 750 755 1066 shubham.graphicdesign@gmail.com
1. Project Structure
• • • • • • •
Project inception Client vision Executive intent Marketing & branding goals Critical success factors Project brief Project management
2. Design process
OVERVIEW This document showcases the overall project structure and design process implemented in giving the required digital product solution to the client.
• • • • • • • • • • •
Heuristic evaluation Ethnographic research User profiles & persona Use cases & scenarios User journeys Task flows Data analysis Information Architecture Wireframe User Interface (UI) Design Evaluation & user testing
PROJECT STRUCTURE
•
Project inception
•
Client vision
•
Executive intent
•
Marketing & branding goals
•
Critical success factors
•
Project brief
•
Project management
PROJECT INCEPTION The first step in the project is stakeholder interviews. Meeting clients gave me the opportunity to gather their insight and capture requirements at an early stage and derive business & marketing goals. Critical success factors were identified and this paved the way for project management and helped outline design requirements.
CLIENT VISION • • • • • •
Stakeholder interviews Client meetings Gathering client insight Requirements capture Deriving business goals Deriving marketing goals
“We believe in our product - it is state of the art and has more features than our competitor’s products. Now that we want to expand our market base, and offer the application as a product, we want it to be more inviting for our external users and the product should be able to stand its ground among competition.”
EXECUTIVE INTENT • • • • • •
To increase efficiency of performing tasks One practice : One software Make the application more user oriented than module oriented Provide integrated and holistic view of functionalities Upload & access data faster & with ease Reduce training time for internal employees
MARKETING & BRANDING GOALS • • • •
Extension of branding with new User Interface (UI) Product perception : easy, user-centric software Enhanced User Experience (UX) Contemporary and intuitive User Interface (UI)
CRITICAL SUCCESS FACTORS
Improvement in task efficiency
Perception as ultimate software
Time-saving and easy solution
Quicker, easier data access & upload
PROJECT BRIEF Create a unique brand image and product perception among users as a one-stop solution to all their accountancy requirements - with the help of a revised Information Architecture, User Interface and User Experience.
PROJECT MANAGEMENT • • •
Project kickoff Timeline projection Scope identification
• • •
Project Plan - Swim lane diagram Dependency establishment Design strategy document
• •
Weekly status reports Client coordination
DESIGN PROCESS
• • • • • • • • • • •
Heuristic evaluation Ethnographic research User profiles & persona Use cases & scenarios User journeys Task flows Data analysis Information Architecture Wireframe User Interface (UI) Design Evaluation & user testing
•
These steps in the design process are not showcased in this document
DESIGN PROCESS
Heuristic evaluation
Ethnographic research
Evaluation & user testing
User profiles & persona
User Interface (UI) Design
Use cases & scenarios
Wireframe
User journeys
Information Architecture
Task flows
Data analysis
DESIGN STEP
Heuristic evaluation
DESIGN STEP
Ethnographic research & workshop (London)
DESIGN STEP
Ethnographic research & workshop (London & Gurgaon)
DESIGN STEP
User profiles
ACCOUNTANTS Language proficiency Domain expertise General education
English: Expert
BUSINESS OWNERS
English: Expert
ADMINISTRATORS
DESIGN IMPACT
English: Expert
• • •
Writing style and level Labelling and layout Alternation versions Documentation, training and help
Expert
Average to Expert
Expert
•
Qualifying degree
General degree to qualifying degree
Qualifying degree
•
Writing style and level Modality Wizards, tool tips Mnemonics, accelerators
General computer knowledge
Tech savvy
Tech savvy
Tech savvy
• • •
Age
25+ years
18+ years
30+ years
•
Font size, color, contrast
Functional, clarity in structure
• • •
UI structure, themes Tutorials, help Detail design, complexity
Expectations
Intuitive interface with clear functions
Easy to learn, helpful for the business
DESIGN STEP
Information Architecture (IA)
DESIGN STEP
Information Architecture (IA)
DESIGN STEP
Information Architecture (IA) CURRENT
• • • •
Confusing Complicated Poorly structured Poor discovery of function
DESIGN STEP
Information Architecture (IA) PROPOSED SOLUTION
• • •
Intuitive Easy to navigate Clarity of function
DESIGN STEP
High-Level Wireframes
DESIGN STEP
High-Level Wireframes
DESIGN STEP
High-Level Wireframes
DESIGN STEP
High-Level Wireframes
DESIGN STEP
User Interface Design: Setting design language • • • •
Brand extension by use of colours derived from logo San-serif font with multiple weights, for optimum readability Minimal icon style for clarity Flat UI to keep up with trends and general convention
DESIGN STEP
User Interface Design
DESIGN STEP
User Interface Design
DESIGN STEP
User Interface Design
DESIGN STEP
User Interface Design
Thank you SHUBHAM SHREYA +91 750 755 1066 shubham.graphicdesign@gmail.com https://www.behance.net/shubhamshreya https://www.linkedin.com/in/shubhamshreya/
USER INTERFACE | USER EXPERIENCE | BRAND | MARKETING