Commit RD
Overview
My first job in the Tech world was as a helpdesk technician for a "lawyer office management software" it was great software with many capabilities. but as time went on, besides a few updates to specific features, the software didn't change much, making it increasingly obsolete.
So as part of my UX studies, I thought to Reinvent and bring it to this day and age.
One of the biggest problems is that it has many users that are not so "Techy" and changes might demotivate them from using it, so
the goal of this project that I took upon myself, is to simplify, make it reachable and give a newer, cleaner look.
The Pain Points
Too many buttons and screens.
Too many menus.
Orientation difficulties.
The Solution
Declutter the screen.
Redesign the workspace yet keep it familiar for older users.
Step 1: Reverse engineer the Information architecture
I've used the screenshots from the company site, which were very detailed. it helped me understand better the structure and the hierarchy of menus and CTAs buttons.
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Step 2: The Design
Because I've instructed many customers on this software, I Knew that I need to make them right at home, but after renovation.
so I kept the semantics the same for all features.
And add what was demanded by many users over many years.
A dashboard
My first approach was to make web-based software.
The Dashboard gives the user an overview of all its current active cases
and all of its due and past payments.
the Callender provides a fast recap of future appointments
Navigation Bar
All-purpose search field
Instead of clicking on the אלפון or on the תיקים button.
once double-clicked the detailed screen feature all relevant buttons, which the user can navigate and will be displayed on the info display at the bottom of the screen.
The Documents
The Appointments Table
Charges
Accountancy
On the accountancy screen, it has three tabs
Financial Status
Invoices
pro_Invoice
At any given time the user can press the big "+" add button and add either a new customer or open a new case.
Thank You For Reading