Design Journey - A case study

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

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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