Two-sided cross platform customer and tradies system
Sector
Trades
Challenge
Very limited budget, resources and time to build complex system
My Role
Product / UX UI Design, Research and Analysis, System Design, App Design, Web Design, Information Architect and User Testing
Project Time
Approximately one and half years
TasksTech
TRADIES JOB MANAGEMENT SYSTEM MVP PROJECT
From our user/client story, we found out that tradies keep their job-related notes in their mobile’s calendar and they have to find the notes manually which make it difficult for them to keep track of their jobs.
Therefore, this pain creates a potential demand for a two-sided platform system that helps tradies easily access, record and keep track of their booked jobs, and helps customers to keep track of their jobs.
Complex system with three developers and one UX UI Designer.
From our client, who is also our target user (tradie), we found the fact that tradies keep their job-related notes in their mobile’s calendar or somewhere in their mobile. And they have to find the notes manually which make it difficult for them to keep track of their jobs.
This MVP app/web has very limited budget, time and resources as its constraints.
From my personal experience, tradies job and inventory management system are one of the most complex systems that often involve multiple site visits and multiple materials to complete a complex job/project, and complex quotation process before the deal is accepted by both customer and tradie.
On the other hand, the technical challenges that I face while working in this project are some interaction designs in my prototypes are not able to be reflected by Figma software. Some examples are as following:
I am the sole UX UI Designer and led the entire product and system design from September 2020. Then at the later stage (November 2020), a Business Development Consultant assists me with design and testing.
Soon after Android prototypes were completed by me and approved by client, we began the development. At the same time, I started building Desktop prototype.
In January 2021 the desktop prototype was completed then passed to development team to begin the development of MVP through the collaborating with a Business Analyst (who is also doubled as a Front-End Developer), a Front-End Developer, a Back-End Developer and a Project Leader.
Our client approached us with the main primary objectives – helps tradies easily keep track of their jobs, while in the future, we’d like to expand the scope to the online marketplace platform where tradies and customers meet online in TasksTech and agree on the job through quotation processes that happen in the platform.
Team collaboration with Lean and Agile UX approach
We opted for Lean UX- rapid sketching, prototyping,
user feedback and design mockups whiledelivering requirements iteratively and incrementally.
Build and deploy it cross platform
We have first triedout Quasar for tutorial project then team decided to build our MVP using
Quasar framework- Android, Windows desktop, iOS, Mac platforms.
Continuous connected and collaborate
Virtual online meetings and Slack team-collaboration with key stakeholders throughout the design and development of MVP.
We also collaborate through github Kanban-style.
We had an initial meeting with client, interviewing client and user, defining our MVP goals. Our MVP will be cross-platform, development by using Quasar with first deliverable in Android then Windows desktop web platform, and deliverables will be broken down into two main stages:
In this phase, we have also performed the following:
We’re able to identify four main user personas from these activities, they are:
Figma Material Baseline Design Kit (Community) Kits are used with some customisations to fit TasksTech - not only considering that UI Quasar framework is based on Material Baseline Design, but due to time constraints and limited resources in design department.
As for the colour theme, I use https://material.io UI Colour Palette to generate the colour themes.
Prior to that, some colour theme sets were presented to key stakeholders to choose from. Using the chosen colour theme, TasksTech colour theme is generated with minor customisation.
On the other hand, visual research (colour, typography, graphic styling, web and device design) and style guide references are taken into consideration to adjust and customise Material Design Kits to fit TasksTech's style and requirements.
As the simplest form of prototyping, I started the prototyping process with paper prototyping. It is the quick way for me to generate the digital ideas by sketching on the paper, visually and evaluate them with my team and with our target users.It allows me to see the system flow and system map easily from high level to low level.
The team decided to start with Android and desktop platforms at initial stage then iOS and Mac platforms at later stage:
I started the Android app design process with sketching the prototypes in paper,
then presented it to the client for approval before building the wireframes in Figma.
Upon the completion, I immediately conducted usability user testing then getting approval from the client.
Once approved, I made some minor changes based on user testing's results since the client is happy with my wireframes and user testing was going
really well with positive feedback from users.
With the positive results from key stakeholders, I then moved to the next stage, which is building Lo-Fi prototypes
and testing the prototypes.
Finally, Hi-Fi prototypes were built based on Lo-Fi prototypes - initially,
the team decided to build the Hi-Fi prototype straight into Quasar in order to speed up the process, however,
considering that Mobile Hi-Fi prototypes are needed to build the Desktop prototypes, I built the Mobile Hi-Fi prototypes in Figma.
What are those factors that have been taken into considerations and thus shape the current prototypes?
Tradie's Dashboard
Navigation Drawer
Following Material Design's guidelines - avoid using a navigation drawer with other primary navigation components, such as a bottom navigation bar - I removed the "Create New Job" in the navigation drawer as it already exists in the dashboard screen as FAB.
View Job Diary
"Notification On" removed from drop-down, and "Pin" icon is used instead. In addition to instant-change to yellow colour if it's activated or in an active state.
Create Job Diary
Create New Job
Job Details
"Submit Signature" customised button is used to make it stand out from the rest of texts.
Desktop - Job Details
Breadcrumb to inform users of their location in relation to the entire sites hierarchy and easy navigation to higher-level pages.
Create New Inventory
Below the confirmation text, there is a Create A New Inventory button. This is an option, only when the inventory is a new item that hasn't been added to the system database yet, but required to complete this job.
Remove Inventory
I also designed the system to allow users to remove any inventory of a job from the list.
Flexibility to remove the inventory item from the job assets list is crucial for this system, due to either the inventory item is no longer required in the job or the user could accidentally add the incorrect inventory item into the list, therefore correction to the mistake is made by removing it from the list.
Ideally, at each wireframing and prototyping stage completion, user usability testings are conducted in order to refine and
improve the system, as well as correcting any mistake/issue that is discovered during this process.
By incorporating user's feedback and data that we gathered from each user testing, it would help us to design and develop the system
that is closer to what our target users are looking for and solve their problems as well as pain points.
However, due to time constraints, we decided to run user testing at completion of wireframing and internal user testing at completion of Lo-Fi prototyping.
Once Hi-Fi prototypes are built by the development team, we will run the user testing before launching the MVP to the market.
Material Design Kits and https://material.io/ provide me very helpful resources in designing UI UX.
Having said that, the resources haven’t covered much in Desktop space, but mostly Android and iOS.
By applying Material Design in this project, I’ve learnt Android’s UI UX in depth and details, especially from Crane and Owl material studies that provided by https://material.io/.
They provide great UX UI Design references and guidelines designing ranging from Product architecture, Layout, Color, Typography, Iconography, Shape, Components to Motion.
While in the system design process, I learned that to capture data that form job creation details – customer details and inventory details, I need to design a system that forces our user to enter those details by guiding the user step by step until the user reaches the job creation page.