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PROBLEM

How do we improve a 20-year-old lease management application

and get complete buy-in from our client base that is very comfortable with how they complete tasks?

Conducting research

Since the application is strictly B2B, we interviewed multiple clients from different businesses. I found user interviews to be the most valuable source of information to start the design process. During the interview, we were able to gather pain points and understand some of our client’s biggest frustrations with the application. Amongst a list of requests, I found a particular trend. Many users found that the load times were very slow when loading records upon records of data and that navigating to certain modules was not an intuitive experience.

EXISTING WORKFLOWS

This is an example of two flows and the steps it took for our clients to complete a task.

Our goal was to reduced these steps as much as possible to ensure our clients a better experience.

QUANTITATIVE DATA

After we gathered the feedback from clients and mapped out the task flows, we still needed to understand what the priority should be when it comes to redesigning certain pages. So we took a look into Pendo. Pendo is an analytical tool used to understand what users are doing through their product journey. I was able to infer that list pages were top 3 in # of Visitors, # of accounts, and # of clicks. In addition, understanding that it would be a recurring page used in most sections of the application would become our number one priority.

SOLUTION

The solution is designed for clients to have a seamless experience interacting with large records of data. An experience where they are able to easily search, filter, save queries, create custom queries, switch queries, and faster load times were essential in creating intuitive experience clients would enjoy. From here we created a rough wireframe of how the client would interact with the new list page redesign.

After multiple iterations on this design and discussion with project managers and developers, I went on to create a high fidelity prototypes.

The implementation of the list page redesign has a great response thus far. We’ve had over 70% of our user clients fully integrated with the new experience.

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