Restructure invoice system

This dashboard is used for billing and invoicing management, as well as for creating and sending invoices to customers, as well as managing the entire billing process and coordination between employees.

Problem

Currently, the dashboard has a rough and unfinished design that complicates user navigation and finding what they need. The layout is cluttered or confusing, leading to suboptimal user perception. Additionally, responsiveness and mobile access issues arise, limiting the number of users who can access the monitoring panel from their preferred devices. Overall, these factors contribute to decreased engagement and utilization of the dashboard.

Research and analysis

To initiate the redesign process, I conducted a series of interviews with my friends who actively use the current invoicing system. From these discussions, I identified several key pain points:

1. Filter issues

   They encountered difficulties using filters for invoices based on various criteria, leading to confusion and inefficiency in the process.

2. Cumbersome form

   The existing invoicing system featured a bulky form with an excessive number of fields, proving to be too burdensome for users.

3. Lack of clarity

   Friends also expressed dissatisfaction with the lack of clear visualization and control over invoicing tasks. The current system did not provide enough information to meet their needs and present a comprehensive view of the process.

Design and development

Building upon extensive research and meticulous analysis, I crafted wireframes and prototypes to bring the redesigned invoicing system to life. The overarching design principles centered around simplicity, user-friendliness, and customizable functionalities. The ensuing design seamlessly integrates the following key features, aiming to elevate user experience and streamline invoicing processes:

2. Filter System

: The objective was to significantly enhance user experience by simplifying the process of filtering invoices based on a wide range of criteria. This improvement aims to eliminate confusion and enhance the overall effectiveness of the invoicing process.

Therefore, the 'Create a New Invoice' section has been updated and presented in a step-by-step format. This revised structure breaks down the invoicing process into smaller and clearer steps, making it more user-friendly.

3. Invoicing

During the first stage of dashboard restructuring, changes were implemented in the 'Create a New Invoice' section, consolidating the entire invoice creation process onto a single page with corresponding forms.

However, following testing by my friends, it became evident that this dashboard variant is inconvenient to use and lacks sufficient readability. They identified specific issues such as navigation complexity, information structure ambiguity, and unsatisfactory organization of sections.

However, following testing by my friends, it became evident that this dashboard variant is inconvenient to use and lacks sufficient readability. They identified specific issues such as navigation complexity, information structure ambiguity, and unsatisfactory organization of sections.

Therefore, the 'Create a New Invoice' section has been updated and presented in a step-by-step format. This revised structure breaks down the invoicing process into smaller and clearer steps, making it more user-friendly.

Four steps were created in total, each providing a user-friendly interface:

1. First step - general information

2. Second step - payment method

3. Third step - list of services

4. Fourth step - summary information

Users can now easily follow these steps, rendering the entire invoicing process more structured and understandable.

The redesigned invoicing system was made mobile-compatible, making it easier for users to create and manage invoices on the go.

Results

The revamped invoicing system yielded a multitude of advantages for my friends, including:

1. Boosted efficiency

   The system not only saved time but also significantly enhanced efficiency, resulting in a 50% reduction in the time spent on creating and managing invoices.

2. Elevated user experience

   With a more intuitive and user-friendly design, the overhauled invoicing system minimized the likelihood of errors, contributing to an improved overall user experience.

3. Advanced visibility and control

   The dashboard granted users heightened visibility and control over their invoicing responsibilities. This translated into more prompt payments and a notable enhancement in overall cash flow management.

4. Enhanced mobile accessibility

   Thanks to the system's mobile compatibility, users could effortlessly access and manage invoices while on the move. This feature amplified flexibility and productivity for users managing their invoicing tasks remotely

Conclusion

The redesign of the invoicing system enabled my friends to simplify the invoicing process, improve the user experience, and provide users with more visibility and control over their invoicing tasks. The redesign resulted in increased efficiency, improved user experience, and improved cash flow for the businesses. As a product designer, I was able to successfully meet the needs of my friends and create a successful product redesign that met their requirements and improved their business processes.