Expense Management Web Tool
Employer
My Role
Year
Goal
Denteva is an existing web platform that allows dentists and their assistants to make purchases for their offices. The purpose of the project was to rebuild the entire application and improve the user experience, remove complexity, add an approval feature, and make the purchasing experience smarter and easier.
Challenge
Design for consumers, specifically dental assistants and office managers, rather than professional buyers hence, it was crucial for the UI to be very simple. Define a new IA preserving the foundation of the previous investigation made by the client.
Expert Review & User Interviews
After reviewing a 30-page Product Description document, I conducted an Expert Review exercise to identify usability problems in the user interface. Additionally, I conducted several interviews with current users to learn more about their goals and main pain points.
Informational Architecture
Expert Review exercise and interviews with user became a great foundation for creating a new IA.
Designing in Hi-Fi | Product Search
Based on the HE exercise and info that was received on interviews I have proposed the new look and feel & UX of the platform. I proposed a new enhances search experience which also allowed to have a cart on the same page.
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User Testing Stage
Before delivering design assets to the development team, we conducted User Testing for all the main flows. I led video calls with existing users to go over the flows and capture feedback.
Designing in Hi-Fi | Orders View
I made it easier for the user to preview all the orders within the app and added more functionality for the Detailed View of the order.
Designing in Hi-Fi | Order Approval
Now instead of printing and signing, requests could be reviewed and approved via the platform.
Designing in Hi-Fi | Billing within the Platform
With the new layout of the “Invoice” page, now it’s easier to focus on each section since they live on separate tabs.
Designing in Hi-Fi | Staff Management Tool
One of the challenges here was to come up with a solution how to add a user to multiple locations and assign a different roles.
Iconography & Branding
When Visual Design was established, I started to work on the Branding guidelines along with another designer.
Summary
Here are the following items that were delivered for the client:
- Ability of the vendor to upload CSV and XML files with the products directly to the web app. This allows them to represent their products faster within the system.
- Added a Dashboard view which allows users to analyze an ongoing process at a glance.
- Added user friendly payment system (billing and invoicing features).
- User invites within the app, etc.
Also, the first part of the project that I have been working on helped the Client to raise money to continue product development.
I finished the project in early 2018 and it has already been released to the market. Since then, the product has undergone a slight rebranding, changing its name from Denteva to Method. However, the core features that I designed are still intact.
You can review their product here here.