Four apps around one ERP

Project information

Industry

Technology

Duration

24 months, fixed scope

Team

1 UX designer, 1 UI designer, 1 digital producer, 3 developers

My role

Design discovery, Wireframes, UI design, UI kit

Users

Finance managers, Accounts payable, Sales and account managers, Sales agents, Customer service and support, Service managers, E-commerce specialists, IT administrators, Field technicians, Auditors

Tools

Adobe XD, Confluence, Trello, Jira

Overview

Around its Pronto Xi ERP, Pronto sells a set of apps for finance, sales, service and e-commerce.

Over two years I designed four of them. Each one reads and writes the same ERP data, so the work was as much about consistency between the apps as about each app on its own.

Customer Central

Invoice management that automates accounts, payments and invoice processing. Finance teams and their customers work from the same record, which helps both sides keep cash flow under control.

• Personas and user journeys shaped an interface for each role.
• Customers manage their own accounts more easily, and engagement rose 40%.
• We iterated on continuous feedback to stay close to what users needed.

Sales app

A mobile sales CRM for sales and account managers on the road. They can write quotes and negotiate prices from anywhere, with the customer record in hand.

• Responsive on any device, so information is there in real time wherever the meeting is.
• A UI kit with clear visual cues kept even the long processes easy to follow.
• Productivity rose 35%, with deals closing faster.

Avenue

A B2B e-commerce platform for SMEs, handling more than $8 billion in transactions. With Avenue's team I redesigned the storefront so it works the same across channels, and so each customer can apply their own brand without breaking usability.

• Weekly workshops, enterprise UX principles and high-fidelity testing.
• UI kits built for complex B2B buying, quick to scale to new stores.
• First-time engagement up 57%, and a buying experience that matches the 93% of B2B buyers who prefer to order online.

Service Connect

A customer portal on top of Pronto Xi Service Management. Customers log and follow service calls in real time, and update their own details, preferences and invoices.

• Customers handle their own requests, so there's less waiting and less admin for the support team.
• Real-time updates and faster fixes raised customer satisfaction by 45%.
• Workshops, feedback loops and agile delivery kept stakeholders informed throughout.
• Research, prototypes and usability tests shaped each release.

• +40%engagement, Customer Central
• +35%productivity, Sales app
• +57%first-time engagement, Avenue
• +45%satisfaction, Service Connect