UX/UI case study
UX/UI case study
/
/
2024
2024
SaaS Platform
SaaS Platform
- Mayank Kaushik
- Mayank Kaushik
|
|
Product Designer
Product Designer
This case study showcases my end-to-end design process, from research to final execution and key learnings.
This case study showcases my end-to-end design process, from research to final execution and key learnings.
About
About
Work Order
Work Order
Problem
Problem
Manufacturers lack real-time tracking, causing inefficiency, delays, poor visibility, and quality issues—hurting productivity and customer satisfaction.
Goal
Goal
Design a flexible, trackable workflow module to manage production, optimize tasks, and give stakeholders real-time visibility.
Context
Context
Revind relied on manual tools causing delays and poor visibility. The new module digitizes workflows, links sales and inventory, and provides real-time insights.
Process
Process
How I designed it
How I designed it
Note: After final design we do one final stakeholder interview and iterate if there is implementable feedback.
Research
Research
Overview
Overview
Research audience
Research audience
Factory Owners
Production Workers
Production Managers
Sales and Sourcing Teams.
Factory Owners
Production Workers
Production Managers
Sales and Sourcing Teams.
Research Method
Research Method
Factory visits and in person Interviews: To understand workflows, tech access, and challenges faced.
Online research: To explore past solutions and existing alternatives.
Factory visits and in person Interviews: To understand workflows, tech access, and challenges faced.
Online research: To explore past solutions and existing alternatives.
Outcomes
Outcomes
Factories operated at high speed, using ERPs or Excel for some tasks, but lacked real-time tracking, planning, and resource management—causing business losses and limiting growth.
Factories operated at high speed, using ERPs or Excel for some tasks, but lacked real-time tracking, planning, and resource management—causing business losses and limiting growth.
Persona 1
Persona 1
User Task
User Task
Supervisors create work orders with product details, quantities, timelines, and resources, then allocate materials, define processes, and assign teams—ensuring clarity and smooth production.
Supervisors create work orders with product details, quantities, timelines, and resources, then allocate materials, define processes, and assign teams—ensuring clarity and smooth production.
Rajesh Rathore
Rajesh Rathore
45 yo
45 yo
From Karnataka
From Karnataka
Production Supervisor
Production Supervisor
Bachelor’s Degree
Bachelor’s Degree
“A work order should guide clearly, but Excel or traditional ERP makes it difficult and frustrating.”
“A work order should guide clearly, but Excel or traditional ERP makes it difficult and frustrating.”
Goal
Plan work orders
Track product specifications
Manage quantities
Proper resource management
Track task status
Plan work orders
Track product specifications
Manage quantities
Proper resource management
Track task status
Pain Point
Process operating guidelines are hard to communicate
Task progress in not clearly tracked
Resource are not allocated properly
Unclear ownership for tasks
Process logs are scattered in various sheets
Process operating guidelines are hard to communicate
Task progress in not clearly tracked
Resource are not allocated properly
Unclear ownership for tasks
Process logs are scattered in various sheets
Description
Rajesh, 45, is a Production Supervisor managing shop-floor activities. He ensures teams meet targets, monitors processes, supports operators, and resolves issues in real time. He relies on reports for planning, but discrepancies can slow production.
Rajesh, 45, is a Production Supervisor managing shop-floor activities. He ensures teams meet targets, monitors processes, supports operators, and resolves issues in real time. He relies on reports for planning, but discrepancies can slow production.
Persona 1
Persona 1
User journey map
User journey map
User
User
Rajesh Rathore
Rajesh Rathore
Production Supervisor
Production Supervisor
His/Her expected Journey
His/Her expected Journey
Persona 2
Persona 2
User Task
User Task
A shop floor manager starts by reviewing work orders, checking specifications, and assigning tasks. They monitor progress, resolve issues, coordinate processes, and ensure production targets are met.
A shop floor manager starts by reviewing work orders, checking specifications, and assigning tasks. They monitor progress, resolve issues, coordinate processes, and ensure production targets are met.
Amit Kumar
Amit Kumar
28 yo
28 yo
From Karnataka
From Karnataka
Production worker
Production worker
Industrial Training
Industrial Training
“I try to fulfill the daily tasks assigned to me.”
“I try to fulfill the daily tasks assigned to me.”
Goal
Complete assigned tasks
Maintain product quality
Follow process operating guidelines
Track process data
Complete assigned tasks
Maintain product quality
Follow process operating guidelines
Track process data
Pain Point
Guidelines for a process are not clear
Machines are not always available
Documentation is hard
Approvals take lot of time
Blockers take a long time to resolve leading to delays
Guidelines for a process are not clear
Machines are not always available
Documentation is hard
Approvals take lot of time
Blockers take a long time to resolve leading to delays
Description
Amit, 28, is a Production Worker operating machines and ensuring product quality. He meets daily targets while maintaining safety. Equipment issues or delays can slow him, but he adapts and supports his team.
Amit, 28, is a Production Worker operating machines and ensuring product quality. He meets daily targets while maintaining safety. Equipment issues or delays can slow him, but he adapts and supports his team.
Persona 2
Persona 2
User journey map
User journey map
User
User
Amit Kumar
Amit Kumar
Production worker
Production worker
His/Her expected Journey
His/Her expected Journey
Pain points
Pain points
Poor coordination and planning
Poor coordination and planning
Lack of information on what is the schedule for machines being used.
Not sure which sales orders product are already in production?
Which sales orders can be clubbed together to boost efficiency?
Which workers are free and skilled enough to preform a task?
Lack of information on what is the schedule for machines being used.
Not sure which sales orders product are already in production?
Which sales orders can be clubbed together to boost efficiency?
Which workers are free and skilled enough to preform a task?
Gaps in Task execution and tracking
Gaps in Task execution and tracking
Lack clarity on what task are planned for today/this week/this month
No proper tracking and status updates on tasks allocated to workers
Process data sheet sometimes get misplaced, hence leading to data loss.
Hard to manage and enter data in traditional ERPs
Lack clarity on what task are planned for today/this week/this month
No proper tracking and status updates on tasks allocated to workers
Process data sheet sometimes get misplaced, hence leading to data loss.
Hard to manage and enter data in traditional ERPs
Information retrial is tough
Information retrial is tough
Unorganized data can lead to delay in approvals and hence delay in delivery of products.
Reporting progress for workers become tough.
Cannot apply any form of analytical tool to generate factory, workers or managers report.
Unorganized data can lead to delay in approvals and hence delay in delivery of products.
Reporting progress for workers become tough.
Cannot apply any form of analytical tool to generate factory, workers or managers report.
Ideate
Ideate
User flows and diagram 1
User flows and diagram 1
Steps to create a work order using Revind.
Steps to create a work order using Revind.
User flows and diagram 2
User flows and diagram 2
Steps for executing a work order.
Steps for executing a work order.
Test
Test
Usability testing
Usability testing
Users
Users
Production head
MIS person
In house team
Production head
MIS person
In house team
Discussion Objective
Discussion Objective
Production Head: Evaluate ease of work order creation and overall usability.
Data Entry Operator: Assess efficiency of updating work orders.
Internal Team (2): Test creation, execution, and tracking tasks for ease of use.
Production Head: Evaluate ease of work order creation and overall usability.
Data Entry Operator: Assess efficiency of updating work orders.
Internal Team (2): Test creation, execution, and tracking tasks for ease of use.
Testing environment
Testing environment
For internal team members, we conducted guided usability testing, allowing them to seek assistance as needed.
For the other two users, we used unguided testing, where they recorded their sessions while completing the tasks.
For internal team members, we conducted guided usability testing, allowing them to seek assistance as needed.
For the other two users, we used unguided testing, where they recorded their sessions while completing the tasks.
Prototype
Prototype
Digital wireframes
Digital wireframes
Work order creation page
Work order creation page
Digital wireframes
Digital wireframes
Process execution page
Process execution page
Final Designs
Final Designs
Visual style guide
Visual style guide
Poppins
Poppins
Aa
Aa
Bb
Bb
Rr
Rr
Cc
Cc
Ss
Ss
Dd
Dd
Tt
Tt
Ee
Ee
Uu
Uu
Ff
Ff
Vv
Vv
Gg
Gg
Ww
Ww
Hh
Hh
Xx
Xx
Ii
Ii
Yy
Yy
Jj
Jj
Zz
Zz
Kk
Kk
Ll
Ll
Mm
Mm
Nn
Nn
Oo
Oo
Pp
Pp
1234567890!@#$%^&*()_+-=.,/?
1234567890!@#$%^&*()_+-=.,/?
#202423
Black
#E6AF43
Yellow
#DEDFDF
Grey
#FFFFFF
White
Work order list view
Work order list view
Work order creation
Work order creation
Work order creation
Work order creation
Work order execution page
Work order execution page
Work order creation
Work order creation
Outcomes
Outcomes
Secured 10 new enterprise customers.
Secured 10 new enterprise customers.
Increased app engagement by 45%.
Increased app engagement by 45%.
Reduced work order (WO) creation time from 1–2 days to 60–80 minutes.
Reduced work order (WO) creation time from 1–2 days to 60–80 minutes.
Reduced WO execution time by an average of 2 days.
Reduced WO execution time by an average of 2 days.
Nearly all Revind customers experienced a significant increase in sales.
Nearly all Revind customers experienced a significant increase in sales.
Lets connect
Lets connect
mayankuxdes@gmail.com
mayankuxdes@gmail.com
www.mayankux.com
www.mayankux.com