Visual: Software redesign
UI Redesign of optical management software addressing the needs of client users.
- Client: Temática Software
- Location: Spain
- Timeline: 8 months
- Team: Carles Díaz (UXR/D), A.C. (UXD), R.V. (CMO)
- Tools: Figma, Google Forms, Excel, Word, Miro, Powerpoint
Kickoff
Temática Software aims to redesign the UI of their VISUAL software to ensure compatibility with a wide range of devices and screen sizes. Additionally, they seek to fix existing design flaws and identify other pain points that users may experience.
Objectives
- Identify the differential value of the competition.
- Determine the main problems of customers in the use of the software.
- Recognize unmet customer needs while using the software.
✏️ Notes
The client had never done any research study regards the usability of the software and user needs so one of the big milestones was to highlight the value of the research.
Competitive Analysis
Once the main competitors were identified, I established a categorization of the services and functionalities they offered. At this point it was also important to observe the different integrations that the software offered with the main manufacturers and suppliers, one of the main reasons for the choice.
The competitive analysis revealed that Visual stands out for its extensive number of integrations with manufacturers and vendors. However, it has shortcomings in multi-device environments and its use is restricted to Windows computers, as it is not directly accessible from the browser.
The main functional limitation is the absence of an integrated accounting module, which complicates the preparation of accounts and invoices. In addition, the lack of integrations with other accounting software makes it difficult to efficiently manage the accounting of an optician’s office.
Main findings
Absence of an Accounting Module
No Browser Access
Old-fashioned Visual Design
Design Deficiencies
📮 Survey
Due to the lack of previous research I decided to elaborate a general survey that would indicate the most notable problems that customers had in the use of VISUAL.
Goals
- Evaluate the overall perception of the software by users.
- Determine which software modules have higher and lower usage.
- Detect the main problems and difficulties faced by customers in the different modules of the software.
- Identify specific customer needs in various areas of the software.
Details
- 106 Participants
- 10 Questions
- Date: 2 Feb 2022 – 11 Feb 2022
The average score of VISUAL Software 7,49/10
61% of respondents has any other experience with the competitors software
Main Survey Findings
✅ Although customer feedback is good, most of them do not know any other optical management software.
❓ The Customer, Sales and Examinations modules are rated very positively.
❗Customers say that they take little advantage of the software’s functionalities.
↩︎ VISUAL does not make it easy to correct errors when entering data into the software.
Typology of Findings
Identified 37 findings among the different modules of VISUAL software that can be categorized as follows:
🔙
Difficulty of Error Correction
27.03 %
↘️
Lack of Optimization
32.43 %
🆕
New Functionalities
24.32 %
📐
Design Deficiencies
16.22 %
Heuristic Evaluation
The heuristic evaluation not only allowed me to identify flaws in the UX design but also to understand the back-end performance by sharing the results with the technical team.
Main Survey Findings
Inconsistent buttons design.
Lack of control and correction of typing errors during data entry.
The design is not updated to current UX architecture standards.
Lack of help systems integrated in the program.
🎨 UI Redesign
Th UI redesign included a new heuristic evaluation to evaluate the possible mistakes in the use of the design system and implementation.
Taken Actions
With my teammate A.C. (UXD) and the support of R.V. (CMO), the CEO and CTO a new system design was created and we applied to the new user interface.
After a further heuristic evaluation of the new user interface, the final prototype was delivered.
Next Steps
The next step is usability testing with real customers to determine possible errors and introduce the necessary corrections. To perform these tests it was recommended the development of an interactive prototype with the ability to perform some actions of each module of the software.
Due to business strategy decisions it was decided to start developing only the customer module.
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