Fulfilment - Portal

Web-Based Admin Interface for Streamlined Record Management

ROLE

UX Designer

EXPERTISE

UX/UI Design

YEAR

2024

Project description

The goal of this project is to develop a web-based admin interface that streamlines record management, enabling users to easily create, update, delete, and map records. The system aims to support real-time updates, facilitate multi-user collaboration, and enhance accuracy and workflow efficiency.

Timeline

From explorations to final designs in 15 weeks while working with multiple projects at the same time

Background

Currently, managing progress and records is done manually through Excel sheets, which makes updating, deleting, or mapping records a slow and cumbersome process. When multiple team members work at the same time, conflicts arise, leading to data loss, errors, and delays that can disrupt the workflow. This outdated method creates frustration and slows down progress.

To make things more efficient and easier for everyone, we’re developing a web-based admin interface that will simplify record management, improve collaboration, and reduce the risk of mistakes, ultimately helping the team stay on track and work more smoothly together.

Process

This category details the step-by-step approach taken during the project, including research, planning, design, development, testing, and optimization phases.

Research & Planning

We began by assessing the current manual process using Excel sheets to identify pain points, inefficiencies, and user challenges. This phase included gathering feedback from users to understand their needs and expectations for a more streamlined system.

Based on the insights from the research, we defined the project scope, set clear objectives, and mapped out the features needed for the new web-based admin interface. The goal was to ensure the system would allow easy creation, updating, deletion, and mapping of records while supporting real-time collaboration.

Design & Prototyping

The design phase focused on creating an intuitive user interface that would make the record management process simple and efficient. We prioritized ease of use and accessibility, ensuring that users could navigate the platform without unnecessary complexity.

Implementation

We used agile development methods to build the web-based admin interface from scratch, focusing on user needs and technical feasibility. Features were prioritized based on direct user feedback, ensuring the platform was intuitive and effective. Real-time updates and multi-user collaboration were integrated to make record management easier and more efficient for everyone involved.

Testing & Optimization

We thoroughly tested the platform across various devices and browsers to ensure it worked smoothly for all users. During beta testing, we listened closely to user feedback and made continuous improvements, refining the platform based on real-world use and making sure it was both user-friendly and efficient.

Solution

The resulting platform offers a seamless user experience, enabling individuals and businesses to efficiently manage their records and monitoring tasks. Key features includ

Intelligent Sorting/Filter

AI algorithms analyze user preferences, priorities, and data to optimize record management according to specific needs and criteria.

Salesforce Integration

Seamlessly integrates with Salesforce to track customer address histories and enhance data management.

Personalization

Customizable settings allow users to tailor scheduling preferences and priorities to their unique needs.

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Track Subject Details/Activities: Monitor and manage all relevant information and activities related to subjects, including updates, interactions, and progress, in one centralized platform.
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Update the AI script to enhance search efficiency by optimizing algorithms for faster and more accurate results, reducing search time, and improving overall performance.
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Track Subject Details/Activities: Monitor and manage all relevant information and activities related to subjects, including updates, interactions, and progress, in one centralized platform.
Highlight 4
Update the AI script to enhance search efficiency by optimizing algorithms for faster and more accurate results, reducing search time, and improving overall performance.
Highlight 1
Track Subject Details/Activities: Monitor and manage all relevant information and activities related to subjects, including updates, interactions, and progress, in one centralized platform.
Highlight 2
Update the AI script to enhance search efficiency by optimizing algorithms for faster and more accurate results, reducing search time, and improving overall performance.
Highlight 3
Track Subject Details/Activities: Monitor and manage all relevant information and activities related to subjects, including updates, interactions, and progress, in one centralized platform.
Highlight 4
Update the AI script to enhance search efficiency by optimizing algorithms for faster and more accurate results, reducing search time, and improving overall performance.
Highlight 1
Track Subject Details/Activities: Monitor and manage all relevant information and activities related to subjects, including updates, interactions, and progress, in one centralized platform.
Highlight 2
Update the AI script to enhance search efficiency by optimizing algorithms for faster and more accurate results, reducing search time, and improving overall performance.
Highlight 3
Track Subject Details/Activities: Monitor and manage all relevant information and activities related to subjects, including updates, interactions, and progress, in one centralized platform.
Highlight 4
Update the AI script to enhance search efficiency by optimizing algorithms for faster and more accurate results, reducing search time, and improving overall performance.
Highlight 1
Track Subject Details/Activities: Monitor and manage all relevant information and activities related to subjects, including updates, interactions, and progress, in one centralized platform.
Highlight 2
Update the AI script to enhance search efficiency by optimizing algorithms for faster and more accurate results, reducing search time, and improving overall performance.
Highlight 3
Track Subject Details/Activities: Monitor and manage all relevant information and activities related to subjects, including updates, interactions, and progress, in one centralized platform.
Highlight 4
Update the AI script to enhance search efficiency by optimizing algorithms for faster and more accurate results, reducing search time, and improving overall performance.

Track Subjects Details / activities
Track Subject Details/Activities: Monitor and manage all relevant information and activities related to subjects, including updates, interactions, and progress, in one centralized platform.
Update the AI script to improve search efficiency.
Update the AI script to enhance search efficiency by optimizing algorithms for faster and more accurate results, reducing search time, and improving overall performance.
Track Subjects Details / activities
Track Subject Details/Activities: Monitor and manage all relevant information and activities related to subjects, including updates, interactions, and progress, in one centralized platform.
Update the AI script to improve search efficiency.
Update the AI script to enhance search efficiency by optimizing algorithms for faster and more accurate results, reducing search time, and improving overall performance.
Track Subjects Details / activities
Track Subject Details/Activities: Monitor and manage all relevant information and activities related to subjects, including updates, interactions, and progress, in one centralized platform.
Update the AI script to improve search efficiency.
Update the AI script to enhance search efficiency by optimizing algorithms for faster and more accurate results, reducing search time, and improving overall performance.
Track Subjects Details / activities
Track Subject Details/Activities: Monitor and manage all relevant information and activities related to subjects, including updates, interactions, and progress, in one centralized platform.
Update the AI script to improve search efficiency.
Update the AI script to enhance search efficiency by optimizing algorithms for faster and more accurate results, reducing search time, and improving overall performance.