About the project

Acumatica Enterprise Resource Planning Platform.

Complex interfaces, ERP, research, UX/UI, Mobile apps, consulting.

My Role

I researched, designed, prototyped and greatly helped R&D team to improve ERP Platform for web and mobile.

I created and presented solutions that hit the sweet spot where business goals intertwined with user goals.

Product

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 designed misc. solutions for ERP product and designed Acumatica mobile apps (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.

Weekly UX Meetups

We discussed product issues, epics, tasks, ways to improve ERP platform. We had design critiques where designers got together, presented their work and gave feedback to each other. Usually on a design critique I share the business on user problems, goals connected to the problem space and my proposed solution. I’ll go through any user flows, stylistic choices, interactions between screens and any qualitative or quantitative data used to reach decisions. Interviewing and diary studies played important role in my daily life. The more feedbacks and data I had – the better.



Activities Module (CRM)

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’).

Dashboards. Trendcards





Pivots in ERP

Easy-to-use Pivots builder module with intuitive drag’n’drop filters/params by which Pivot is built. In the process I provided rules for “use of color gray” and overall lightening stylistic choices for Grid (Tables in ERP).

Simple Use-Flow (hover to read)


I worked on such epics as: Global Search, Long Running Processes, Navigation Frameset, Closing Financial Period, File Maintenance and many others. Check this “Period Status Change” presentation which helped Financial Team to come up with the final solution for their epic.

Long Running Processes

Global Search Improvements




I designed 215+ .SVG mini-icons for ERP and then
we successfully shifted from .gif sprites

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 I succeeded – 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

ERP demo

Acumatica ERP Platform – Demo

login: admin
password: 123
instance: “Company2”

upd. this instance has no data anymore, unfortunately

EDU Diagram Templates

Documentation Team

I greatly helped Alexandra Prishivalko and her team. She was pleased to work with me.

LucidCharts templates

I made templates, usage rules and further played QA role for the Education and Documentation depts.💫

I designed and built education 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)

I designed and built education 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 20-30% of my time @ Acumatica I designed mobile applications. I collaborated with project manager Dennis Dementiev and mobile team (Alexey Zhuravlev, Rustam Kendzhaev, Pavel Sorokin). For details on designed workflows, tasks and solutions – please Hover on this LIST

View this: Mobile Showcase pdf and Sign In User Flow pdf.

IOS


ANDROID


Summer 2018

💪Acumatica won two SIIA Codie Awards:
🏆”Best Cloud ERP” and 🏆”Best Manufacturing Solution” and I played my role here.

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 just a 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 included in the process.

In summary my job was 65% designing which includes auditing current designs, strategising how to scope out my projects and working on visuals, minor interactions, content & copywriting, reflecting on experience. 20% is communication (meetups, discussions, meetings). I either presented or had discussions with my teammates on project priorities and strategies. The last 15% of it is using data to inform my designs and decisions. This include conducting usability tests with my user researcher or understanding current conversion rates and metrics to have better understanding of the problem space.

HAVE A NICE DAY


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