2022 - 2023

Proplan

Proplan

Proplan

A tool for planning and managing production and industrial operations

A tool for planning and managing production and industrial operations

UX Workshop

UX/UI Design

Prototyping

Assessment

Assessment

Assessment

The goal of the project is to transform this software, originally developed for Windows in the early 90s, into a web application. Over the past 30 years, numerous features have been added, progressively compromising its usability. As a result, we have decided to completely redesign the interface to address the many UX issues that have emerged. This process began with an analysis of user profiles and the as-is user flows.

Role

Duties

Focus

Scheduler

Scheduler

Schedule short-term production

Schedule short-term production

MPS, Scheduling

MPS, Scheduling

Planner

Planner

Schedule long-term production

Schedule long-term production

MPS, Planning, Production

MPS, Planning, Production

Data Manager

Data Manager

Manage databases and ERP

Manage databases and ERP

Data

Data

Administration

Administration

Monitor overall performance

Monitor overall performance

Report, Dashboard

Report, Dashboard

Role

Data Manager

Duties

Manage databases and ERP

Focus

Data

Role

Administration

Duties

Monitor overall performance

Focus

Report, Dashboard

Role

Scheduler

Duties

Schedule short-term production

Focus

MPS, Scheduling

Role

Planner

Duties

Schedule long-term production

Focus

MPS, Planning, Production

Customization

Customization

Customization

One of the most significant insights from the analysis is that the tool is used differently by users with varying roles, and each production environment presents unique use cases. For this reason, we aimed to enhance the application's versatility by adopting solutions such as a navigation system that facilitates access to sections related to specific tasks, improved customization of views, and the ability to create shortcuts tailored to individual workflows.

Progressive disclosure

Progressive disclosure

Progressive disclosure

Most operations in the software involve working with tables of elements that often have a hierarchical relationship with other items. In the current interface, the details of each element are always visible and accessible via a tab bar, as are the underlying hierarchical elements, though their relationship is not made explicit. To reduce cognitive load and clarify the relationship between table elements, we introduced a drawer that reveals details on demand and allows users to navigate from general to specific elements in a structured way.

Findability

Findability

Findability

The lists of elements managed by users are often very long, sometimes including tens of thousands of items.
To address this, we implemented multiple search and filtering systems operating at different levels: global, single list, and individual attribute. Additionally, we introduced an advanced filtering system that allows users to combine multiple criteria and reference attributes from related elements.

Roadmap

Roadmap

Given the complexity of developing the new web application, we prioritized features based on the value they provide, implementation costs, and previously analyzed market standards.
This approach enabled the creation of a roadmap to guide the project through a series of progressive releases.

Roadmap

Given the complexity of developing the new web application, we prioritized features based on the value they provide, implementation costs, and previously analyzed market standards.
This approach enabled the creation of a roadmap to guide the project through a series of progressive releases.

Impact

Table optimization

Contextual support

Navigation redesign

Notifications

Help center

Dashboard

Advanced reporting

Filtering

Effort

Impact

Table optimization

Contextual support

Navigation redesign

Notifications

Help center

Dashboard

Reporting

Filtering

Effort

Impact

Table optimization

Contextual support

Navigation redesign

Notifications

Help center

Dashboard

Reporting

Filtering

Effort

Scalability

Scalability

After validating the effectiveness of the proposed solutions with a navigable prototype, the main patterns were extended to all products in the suite, along with the new design system.
Subsequently, using the same principles, we designed the MVP of a new product aimed at monitoring activities.

Scalability

After validating the effectiveness of the proposed solutions with a navigable prototype, the main patterns were extended to all products in the suite, along with the new design system.
Subsequently, using the same principles, we designed the MVP of a new product aimed at monitoring activities.

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