Client
ProjectInfo
Overview
The Problem: The Client was struggling with managing their IT operations and field staff in an automated manner as most of their processes were majorly manual which often resulted in several operational bottlenecks. They were looking to build a cloud based web application with an admin dashboard that will enable them to effectively manage their technicians, streamline their field operations, enhance customer satisfaction, and stay competitive in a rapidly evolving industry. What was the challenge? IT Field management teams often struggle with scattered data, inefficient communication, and real-time task coordination, particularly in industries with distributed workforces. ProjectInfo aimed to address these challenges by providing a streamlined, user-friendly SaaS application designed to optimize field operations, improve reporting accuracy, and enhance resource management. Who was it for? ProjectInfo was created specifically for IT field managers, technicians, and operational teams in sectors such as IT service management, construction, maintenance, and logistics, where efficient task coordination is critical for success. What were the goals? The primary objective was to create an intuitive platform that: - Consisted of an Admin portal, Mobile App for Field Technicians, as well as a Customer portal for Customers requesting IT support services. - Simplified ticket and task assignment and tracking. - Enabled real-time communication between field and office teams. - Supported offline functionality for areas with limited connectivity. - Provided comprehensive reporting tools to enhance decision-making. My Role: As Lead Product Designer, I worked end to end on all design deliverables; from user research, designs documentation (user stories/user flows/information architecture), wireframes to high fidelity interactive prototypes, helping create and manage a comprehensive components library ensuring consistency in UI interfaces across web/mobile screens, ensuring effective design - dev collaboration with a dedicated product team to design and develop a robust web application that worked seamlessly across both web and mobile interfaces, as well as crafting the mobile app designs and prototype for field technicians which would also be integrated into the product.
Client
ProjectInfo
Industry
IT Service Management
Service
Product Design
B2B/B2C SaaS
Figma
Content
Interactive Prototyping
Duration
6 Weeks
The Challenge
IT Field management teams often struggle with scattered data, inefficient communication, and real-time task coordination, particularly in industries with distributed workforces. ProjectInfo aimed to address these challenges by providing a streamlined, user-friendly SaaS application designed to optimize field operations, improve reporting accuracy, and enhance resource management.
The Solution
Design Solution - The final product featured: - Ticket Management: A centralized dashboard for creating, assigning, and tracking tickets. - Real-Time Communication: Built-in messaging and notification features to keep teams connected. - Offline Mode: Seamless offline access with automatic synchronization once connectivity is restored. - Automated Ticket Assignment: Automated ticket assignment to field technicians based on location and relevant skills and experience mapping - Customizable Reports: Easy-to-generate reports tailored to organizational needs.
The Result
Results Achieved - - Efficiency Gains: Field teams reported a 30% reduction in task completion time due to improved coordination. - Adoption Rates: Over 90% of users reported satisfaction with the platform’s ease of use and functionality. - Operational Savings: The automated reporting features reduced administrative overhead by 25%. Reflection and Takeaways - The development of ProjectInfo underscored the importance of balancing technical constraints with user-centric design. Key lessons included: - Prioritizing core functionalities before exploring advanced features. - Involving end-users throughout the design process to ensure alignment with their needs. - Continuously iterating based on real-world feedback to maintain relevance and usability.









