top of page

ERP UX Modernization

CHART OF ACCOUNTS REDESIGN

pexels-pixabay-356043.jpg

the PROBLEM

DEFINED

Stakeholders recognize that a significant rebranding effort coupled with primary page redesign efforts are needed to help make their platform more intuitive and user friendly. Not evaluated since their start, stakeholders have noticed a dated and overly complex user experience.

the GOAL

DEFINED

Provide a more relevant, intuitive and seamless solution that offers users exceptional functionality that both builds upon and enhances their current platform experience.

the DESIGN PROCESS

SUMMARIZED

Conducting competitor research, leveraging AI tools, journey mapping, producing high-fidelity mockups, accounting for accessibility, iterating on designs and validation.

pexels-picjumbocom-196645.jpg
pexels-startup-stock-photos-212286.jpg

the FINDINGS

RESEARCH SUMMARY

I discovered that many target users desire a more simplistic layout while maintaining advanced functionality. Elevating key data points and offering a more straightforward navigation was essential. Although the platform excels in its overall purpose, users would appreciate a smoother process to accomplish their desired task. Users and SME's confirmed the stakeholders' key areas of focus, acknowledging that other pages and operations are secondary and relatively unimportant to the overall focus features.

the FULL DESIGN 

Figma & PDF Versions

Below you can view the full design via Figma Link or PDF.

Screenshot 2025-08-19 at 2.36.11 PM.png
bottom of page