Locofast : Dashboard design
A product designed for internal use by Locofast's sales and finance teams. It's a one-stop dashboard for everyday tasks increasing efficiency.
Role : Lead designer
Responsibilities : Product design, usability testing, UX research, visual design.
Stakeholders : Sales team, Finance team, & the Co-founders
Designed for:
The challenge
The sales and finance departments were documenting everything manually and juggling with maintaining the records of the ongoing, current and past orders.
Constraints
Bringing the previous orders on the system.
Catching up with the sales and finance team on a busy day to perform the usability testing.
Project timeline
4 weeks to design the High-fidelity protoypes
1 week to test the product and note the iterations
1 week to reflect those changes
Site map
Designed on the basis of...
A detailed word document provided by the product manager
Brainstorming sessions with the stakeholders, design and product team
Mid-fidelity prototypes
Customer Ledger
Reflects all the running ledgers from all different sources.
Finance-facing details on the dashboard of each customer.
ACTION!!
What's under 'Take Action'?
Upon selecting action, a respective pop-up would appear for the seamless updates/changes.
The seamless search option
Blank state upon clicking the search icon.
Search by Locofast's unique order-ID.
Search by the amount.
Payment requests
Request the pending payments
Download the invoice or any other supportive document
Access to the previous payments
Modify the status of the payments
Access to the cleared or canceled orders in the history tab
Invoices
Create, upload or download the invoices
Part-payment option for Multiple orders placed
Modify details in case of cancellations/modifications
Sort by invoice date, payment due date, and due amount
What's next?
Unfortunately, I left the organization right after finishing the mid-fidelity prototypes. But this is what happened until I was there.
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Review: The designs were run through the design manager and other stakeholders for feedback and comments on conducting iterations.
Usability testing: The designs were tested by bringing the sales and finance team managers onboard.
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Results: Based on the feedback received from the sales and finance teams, and discussion amongst the stakeholders, product managers, and the design manager, an efficiency of at least 30% was projected upon implementation of the dashboard.