Balance CX — UX optimization of the company's internal software
Enterprises
BalanceCx is a cloud-based analytics software specifically designed to check system performance during commissioning of buildings and structures, as well as to improve the ongoing operation of the facility.
Our team had to take an existing product with a wide audience of active users and gradually re-conceptualize it. The most important objective was to improve the present user experience without disrupting well-tried-and-tested interaction patterns that many users deemed ultimately convenient.
We took up a modular approach to product redesign. During the project workflow, we defined every other module to go into work and fully reworked it. This approach enabled us to introduce newly redesigned modules one by one. I.e., some modules remained unchanged while new ones were added gradually. This allowed the existing users to smoothly adopt new designs without a rough transition of the whole system.
Enhanced Facility: Easier Than Ever
Navigation architecture
The existing architecture was optimized, improved, and expanded for higher levels of user interaction quality.
Prioritization
Design
The purpose of the redesign
First, we created user scenarios: Mechanic and Manager. For each, we conducted in-detail research to discover what functionality would be helpful for them. Then, we elaborated a user flow and created a list of possible features. Based on that hypothesis, we then created wireframes. After we tested the wireframes and made sure that the user flow, as we see it, matches reality, we designed a clickable prototype.
Client side functional
The process of working on this project turned out to be quite an interesting challenge for us, as it involved a series of research, testing, and preparation of a new approach to the project of a huge platform with many sides and tasks
Control the design phase
Ability to control several projects
Eligible supplier approval
Project’s budget control
Manager-supplier communication
Electronic document signing
User Scenarios
The client provided us with User Interviews of their managers in the form of a text document - this served as the foundation for creating User Scenarios. We needed the scenarios in order to clearly understand the number of people, their main goals, tasks, and wishes. Thanks to the scenarios, we derived 5 main parties that will interact with the platform.
Client side functional
The process of working on this project turned out to be quite an interesting challenge for us, as it involved a series of research, testing, and preparation of a new approach to the project of a huge platform with many sides and tasks
Manage project stage timelines
Client-supplier communication
Purchasing table management
Tender creation for suppliers
Purchase order control
Manager's inspection request
Let’s talk about BOQ
BOQ is the fundamental system of the entire platform, which help managers form a list of needs for an object, draw up a specification, approve all this with a client, share it with suppliers so that they can offer their prices for a particular product. Therefore, it was important to pay a lot of attention to this section and work out all possible interactions.
tabular data
Formation and interaction with the project budget
Notifications as an important part of teamwork in a project
AR mobile app
A business process solution designed primarily for AR is easily adaptable for multi-channel online use. It was a great challenge to create a cross-platform design language that makes such a solution available for everyone. Imported 3D modeling allowed users to easily place furniture, control delivery and manage purchasing processes.
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