Business Portal

Built a Business Opportunities Platform for Agencies to Create, Track, Analyse and Update all business opportunities across the organization.

Challenges

Undestanding their current tools usage, individual agencies requirements, creating and mapping user journeys, user flows to create a common understanding, and simplfying overall information and funtionality to suit all agencies.

Business Context

To create and develop single unified platform for all agencies of OMG to create, track, analyse and update business opportunities which create end-to-end solutions that transforms the consumer experience to deliver better business outcomes for clients.

Solution

Considering all agencies and user personas with its heavily data-centric. We incorporated personalization, data-visualization and progressive disclosure approach to segregate and present the data in a more logical and visually pleasing way. And we added neumorphic design approach to enhance and revise the overall look and feel.

UX Approach

Understanding User affordances & expections

  • 1

    Requirement Analysis – quickly understand expections and how well we can simplify

    Understanding Business Goals

    Competitor Analysis

  • 2

    Understanding Personas - usage and affordances

    Information Design - Information Pirotisation, categerization, flow etc.

    Creating Design system - complete style guide.

    Wireframes, Mocks, Prototypes

  • 3

    Validating Technical Feasibility

    Validating Usability and Design standards

  • 4

    Presenting and Reviews with Product owners/Business

    Pega UI Development

    User Testing and UX Expert Review

Some Hightlights

  • #1 Highlight - Pirority and Regular actions as single click action points, Overall Information customized to suit individual user personas.

    Upon speaking with the stakeholders, Individual users based on their roles would perform certain key actions on daily basis. Keeping this into consideration, we designed the homepage which updates dynamically based on user actions in such a way users could easily access all the required work items and also view their corresponding status to make their day to day activities a smooth sailing experience.

  • #2 Highlight - Status Indicators

    Considring earlier tools exprience and to reduce individual learning curve we have re-designed status indicator approach which suits their earlier exprience while providing key information on the front. Individual detailed information would be shown on click of status indicator so that user can comprehend the data with ease and not get overwhelmed with too much information.

  • #3 Highlight - Data Visualisation

    Snapshot of all business opportunities along with their current stage and financial details. Additional filters to customize the view as desired. Providing customizable dashboard to showcase key information on the fly.

Final Mocks

Mocks with dummy data to protect confidential information