An effortless contract modification experience through clear and predictable features with a minimal and consistent UI design.
projo is a complex management software that enables customers to manage most of their office-related tasks, from Office management to HR management as well as project management.
In this project, I needed to improve the usability of the contracts editor.
I defined our the design strategy with our CEO and executed the whole design process in close consultancy with our product manager and customer success team.
In this complex system, contracts are the single source of truth and their clarity and correctness define every other aspect of office management.
Our interface suffers from some fundamental design problems that have a direct impact on users’ ability to get their job done.
Our users are creative architects and artists and demand better aesthetics and visual consistency.
The editor buttons are placed at the bottom of the page. This makes it hard to find them, specially if the table is a long one.
These detected mistakes, although rare, are still extremely alarming for our users' experience.
Some functions have different looks in different views. for instance, the time-based billing in one view is a text and in another view an icon. This leads to confusion in recognition.
the contract editor has multiple functions that if all activated lead to an interface with a cluttered interface and overwhelming number of buttons at once.
Some buttons should not be there and some call to action buttons that are unnecessary. These elements lead to confusion and even errors.
Some text sizes or weights are not big enough to assure user accessibility. In addition, some icons are also not visible and informative enough.
The contract editor on the one hand has to assure security to protect its sensible data against any unintended or accidental modification. On the other hand, it has to deal also with the complexity of offering numerous modification features to the users.
Contracts contain sensitive data and their accuracy is decisive for the office management success. As a result, only permitted users to have the access to contract editor and modification rights.
I interviewed five users from five different customers and roles.
This wide range of user types is because contract editor is used by users with different roles such as CEO, accountants, and also project managers.
This combination of required security and numerous features makes the editor a complex system. We need to find a balance between contracts data protection and a user friendly editing process which enables the users to have an effortless contract modification experience.
Here are the design concepts which their evolution and merge lead to the final optimized solution.
Converged both designs to obtain the optimal solution
During the prototype test, we received very positive feedback about the clarity and efficiency of the new design.
The partial implementation of the new design in the first phase has also obtained overwhelming satisfaction from the users.
Implementation of the rest of the design based on our users' feedback.