ERP UX Modernization
CHART OF ACCOUNTS REDESIGN

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.


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.
