Acumatica
The Cloud ERP
About the Project
Acumatica Enterprise Resource Planning Platform.Complex interfaces, ERP, research, UX/UI, mobile application.
My Role
I researched, designed, prototyped, and significantly enhanced the ERP platform for web and mobile. I created and presented solutions that hit the sweet spot where business goals and user goals intertwine.
Product
Summer 2018
💪Acumatica won SIIA Codie Awards: 🏆”Best Cloud ERP Solution”.
Nucleus Research considered Acumatica ERP – leader in Usability in 2018.
Product Team
I worked in R&D office under CTO / Owner (Mikhail Shchelkonogov) and helped with ERP platform design improvements – making it consistent, lightweight, nicely looking, fresh and cool. I generated ideas and solutions for this complex ERP product and also designed Acumatica mobile apps – job flows and screens (iOS, Android). I prototyped new features and overhauled the visuals for cross-functional teams. I articulated design decisions to my teammates – product managers, engineers and partners.
Acumatica ERP provides the full suite of integrated business management applications, including Financials, Distribution, Manufacturing, Project Accounting, eCommerce, Field Service, and CRM. There is only one true Cloud ERP platform designed for mid-sized customers – Acumatica.
Activities Module (CRM Team)
As a UX designer I constantly present to a different audience such as product managers, engineers and cross-functional partners. Depending on the audience I have to figure out how much context I need to give and how technical (detailed) I need to be.
Please check this Presentation in order to learn module or check Clickable Prototype (don’t forget to click ‘Shift’).
I worked on such platform epics as: Global Search, Long Running Processes, Navigation Frameset, Closing Financial Period, Pivots, File Maintenance and others. Check this “Period Status Change” presentation which helped Financial Team to come up with the final solution for this epic.
I designed 215+ .SVG mini-icons for ERP and then
we successfully shifted from legacy .gif sprite icons
About 70% clients uses Microsoft Windows with no Retina display – so pixel-perfect customly created Icons were crucial for enterprise product. It was an epic task and everyone was absolutely happy with the .svg icon font.
BEFORE (.gif sprites, material icons)
AFTER (.svg font)
I’m afraid that’s all I can show you here due to company policy
Acumatica mentioned in the AWS CTO’s keynote @ annual AWS Summit
ERP demo
Acumatica ERP Platform – Demo
login: admin
password: 123
instance: “Company2”
upd. this instance no longer has any data
EDU Diagram Templates
Education Team
I greatly helped Alexandra Prishivalko and her team a lot. She enjoyed working with me.
LucidCharts templates
I made templates, usage rules and also played QA role for the Education and Documentation departments.💫
I designed and built educational resources web-site for enterprise: https://openuni.acumatica.com (Brand new wp site with high security SSO corporate login – 2 clicks to log in) and https://help.acumatica.com (I redesigned help blocks and created new help-structure – split huge User Guide into smaller role-oriented chunks. I improved typography and visual elements for the help resources.)
I designed and built educational resources web-site for enterprise: https://openuni.acumatica.com (Brand new wp site with high security SSO corporate login) and https://help.acumatica.com (I redesigned elements and created new help-structure – split huge User Guide into smaller role-oriented chunks)
Mobile Team
About 30% of my time @ Acumatica I designed mobile apps screens and flows. I collaborated with PM Dennis Dementiev and mobile team (Alexey Zhuravlev, Rustam Kendzhaev, Pavel Sorokin). For details on designed workflows, tasks and solutions – please Hover on this LIST
I could present mobile cases and improvements in user flows and jobs via zoom call.
Below – just static screens. It was my first experience of designing for mobile platforms 🙂
Culture
About 10% of my time I dedicated to the tasks related to the company, office space and events. I greatly helped Yana Alferova (our lovely HRD) to maintain nice culture with the help of design.
In Summary
Designing was only one part of my work and the other part was being able to articulate my design decisions and help both designers and non-designers understand my work so they’re all involved in the process.
In summary, my job was 65% design, which includes reviewing current designs, strategizing how to scope my projects, and working on visuals, smaller interactions, content & copywriting, and reflecting on the experience. 20% is communication (meetups, discussions, meetings). Either presenting or discussing project priorities and strategies with my teammates. The last 15% is using data to inform my designs and decisions.
The value I created at Acumatica is continues to this day and increasing the company revenue
HAVE A NICE DAY
