πŸ“ƒ Case Study – Enhancing User Experience in EDI Portal

 Enhancing User Experience in EDI Portal

 EDI Portal is used by google for items fulfilment packaging. Electronic Data Interchange (EDI) is a technology that allows businesses to exchange electronic documents and data with their trading partners in a standardized and automated manner. EDI replaces traditional paper-based methods of exchanging business documents such as purchase orders, invoices, and shipping notices, and other details with electronic formats that can be transmitted between computer systems.

Project Duration: 8 Months

EDI-Case-Study

Project Objectives

The stakeholder aims to enhance the user experience by streamlining the flow and simplifying the user interface of the platform.

Target Audience

 The ISR and Logistics teams utilize this portal to obtain an overview of order details, including their status and packaging specifics.

Project Goals

  1. Simplify user flow: Improve user experience by simplifying the user flow on the platform, making it easier for users to navigate and find the information they need.
  2. Increase user engagement: Encourage users to engage more frequently with the platform by offering a seamless and intuitive experience that meets their needs.
  3. Improve user interface: Enhance the visual appeal and functionality of the user interface by creating a modern, intuitive and user-friendly design.
  4. Enhance platform usability: Improve the platform's usability by incorporating user feedback and testing to identify and address pain points and areas of improvement.

My Role : UI/UX Designer

My primary goal was to enhance the user experience and improve the user interface of the platform. I collaborated with various stakeholders, including developers, project managers, and business analysts, to understand their requirements and ensure that the platform meets the needs of all users. By applying my design skills and knowledge of user-centred design principles, I was able to create an intuitive and user-friendly interface that significantly improved the overall user experience of the ASN portal.

UX Design Process

Process We Followed

design-process

Stage 01

Discover

During the discovery phase, we gained deeper insights into the issue and its significance. To do so, We collected information about the current dashboard, such as design documents, user manuals, and any other documentation that describes its features and functionality. Also, we mapped out the current user flow, including the different screens and steps involved in completing common tasks. This helped to identify any areas of the dashboard that could be streamlined or improved.

  • 1. Stakeholder and User Interviews
  • 2.User Flow
  • 3. UIUX Audit

User Interview

We conducted stakeholder and user interviews to understand the working of the product right from who uses it to why do people need it. We identified the pain point and the goals by taking all the data into consideration and clustering it. The major requirement was for users who needs dashboard which is easy to navigate and a clutter free design.

 

Current User Flow

Studying current user flows is vital for optimising user experiences, enhancing satisfaction, meeting business goals, and ensuring that design decisions are well-informed and effective.

Current EDI Dashboard Design

Current ASN Dashboard Design

Current EDI Dashboard Design

Current ASN Dashboard Design

UI/UX Audit

We conducted UI/UX audit of the dashboard to be aware of any technological limitations or challenges that could impact the design, functionality, or user experience.

Current EDI Dashboard Design

UIUX-Audit-EDI

Current ASN Dashboard Design

UIUX-Audit-ASN-Dashboard

Stage 02

Define

We utilized the data discovered during the Discovery phase to figure out the problem we need to address. During this stage, we synthesize the research and user data to pinpoint the user's requirements, challenges, and objectives.

  • 1. User Persona
  • 2. Journey Map
  • 3. Empathy Map

User Persona

With the help of personas we understood the users needs, goals, behaviours, and preferences. The personas are fictional representations of exact replicas of real individuals based on research and data.

Journey Map

By using journey map, we got to know end-to-end experience of a user as they interact with a product. It provides a detailed depiction of the steps, touch-points, emotions, and pain points that users may encounter throughout their journey.

Journey-Map-Name-Of-Persona

Empathy Map

Empathy maps are essential in designing as they enable to create products and experiences that truly resonate with users, leading to increased user satisfaction.

Empathy-Map

Defining the problems

During this process, we reviewed and analyzed the research data to identify patterns and themes. This helped us to better understand the problem and its impact on user and the business.

Pain-Points-EDI

Stage 03

Ideate

We used brainstorming, sketching and other creative techniques to generate a wide range of potential solutions to the problem that identified in the define phase.

  • 1. Brainstorm Sessions
  • 2. Card Sorting
  • 4. User Flow

Brainstorm Sessions

With an extensive brainstorming session, we generated a many ideas and concepts relevant to the design challenge. This initial step laid the foundation for the design work ahead.

Brainstorm

Card Sorting

We carried out card sorting to streamline the organization and structure of the information and content to be integrated into the design.

Card-Sorting

User Flow

We created user flow as it helped us map out and understand the path users take when interacting with a digital product or website.

User-Flow

Stage 04

Prototype

We created several iterations and testing were conducted based on feedback to discover the most usable and sustainable interface structure.

  • 1.Wireframes
  • 2.Design System
  • 3.High Fidelity Design
  • 4.Interactive Prototype

Wireframes

Wireframes allowed us to map out the functionality of the pages, catch problems early, and save time on revisions later.

EDI Dashboard

ASN Dashboard

Design System

We created design system to ensures that the platform maintains a high standard of quality, consistency, efficiency, scalability, user satisfaction, accessibility, and cross-functional collaboration.

High Fidelity Design

Based on testing results we modified designs to create high fidelity design to improve the quality of the end product also streamline collaboration, user testing and accelerate project timelines.

EDI Dashboard

ASN Dashboard

Interactive Prototype

An interactive prototype is a working model of a product that simulates the user experience and allows users to interact with the product.

EDI Dashboard

ASN Dashboard

Stage 05

Testing

In the prototype stage, we crafted different designs, rigorously tested product functionality, and found potential design flaws. We actively collected feedback from both stakeholders and end-users, ensuring that the final product aligns perfectly with user needs and expectations.

  • 1. Usability Testing

Usability Testing

We conducted usability testing to collect feedback from the product’s initial users. After getting sufficient feedback from the product’s initial users we worked on their issues and launched the final product.

EDI Dashboard

Users want to know which subsidiary is selected. There is no option to change or see the subsidiary.

We need commitment overdue and upcoming shipments details on the same page same as it’s shown for detailed transactions

We need more status update category for 856 like not started, fully packed but not sent etc.

We need functionality were we can create the custom reports.

During usability testing, we also identified the need for nomenclature adjustments. It became apparent that some terms, particularly those related to dates and statuses, were causing confusion among users.

ASN Dashboard

Users were finding difficult to understand which item selected, and how many product needs to be added in the box or is it overstocked than expected quantity

We need boxes and pallets showcased in more clear way, we are finding it difficult to find it in current design.

Users were getting confused in actions name used as two times.

Stage 06

Result and Impact

After completing the design, we got its results and impact by actively seeking feedback from both users and stakeholders. While we received positive feedback, we remain committed to enhancing the user experience progressively, addressing it in a phased approach.

EDI Dashboard

Before

After

ASN Dashboard

Before

After

The modified design we created using design framework resulted into increase in productivity, enhanced user experience, improved user satisfaction, higher user engagement, iterative improvement.

It All Starts With A 'Hello'.