UI/UX- Platform Redesign
GST Billing SaaS Platform
Redesigned a business platform to simplify invoice and e-way bill creation workflows for Admin, Standard, CA, and Trial users. Streamlined complex user journeys through research-driven design, resulting in improved task efficiency and user satisfaction.
Scope
Industry Led Live Project
Industry
Fintech
Duration
3 months
Tools
Figma, Useberry, Slack
Setting the Stage
Lets Dig Into it
We conducted on-field research and interviews to gain deeper insights into user needs and enhance the platform's functionality to better serve SMEs and MSMEs.
Connecting Dots
My Approach
I'm reimagining how small business owners should feel when managing their finances: confident, empowered, and in control. reframe in this way
To build software that learns users' patterns - remembering preferences, suggesting shortcuts, and personalizing the interface to make every interaction feel tailored and efficient.
To transform invoice creation by designing flows that mirror users' existing business routines - replicating the natural sequence they follow when writing manual receipts or filling spreadsheets - making digital billing feel like a seamless continuation of their established daily habits rather than learning an entirely new process.
User Persona
Jagdish Patel
Auto Parts Retailer
5-15 employees
Age: 35-45
Location: Ahmedabad
Tech Proficiency: Moderate
Gender: Male
[Goal]
Access all features easily without hunting through menus
Generate meaningful business reports effortlessly
Generate accurate GST-compliant invoices quickly
[Frustrations]
Wastes time requesting features that already exist but are hidden
Struggles to format and share reports properly with accountant/partners
Can't figure out advanced filtering or customization options
Pain Points
Invoice Generation Confusion
Feature Discovery
Gap (Hidden Functionality)
Navigation Confusion
& Report Sharing Difficulties
Getting to know more
Setting the Vibe
Lets Execute the Thought
Creating Sales Invoice/ Sales Order
Learnings
User-Centric Design: Improved in understanding user needs through research and direct client interactions.
Problem-Solving: Developed creative solutions to simplify complex workflows for SMEs and MSMEs.
Collaboration: Gained experience working with a team to deliver cohesive and efficient designs.
End-to-End Process: Enhanced skills in both UX research and UI design.
Client Communication: Learned to effectively integrate client feedback into the design process.
Professionalism: Balanced project demands while adhering to NDA constraints.
