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Reimagining the dashboard of an innovative employee management tool: TabLog Case Study

Let us walk you through the process of how we conducted a UX audit and made design improvements to an innovative employee management tool.

THE CLIENT

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TabLog is a guest and employee digital solution that supports hybrid workflows and enables collaboration between employees who are working in any environment, be it at home, at the office, or anywhere else.  

They already had their app developed, which could be accessed using a mobile device or a tablet. This app displays each individual’s work schedule in a calendar format and tracks the daily progress of the employees / users. 

PROJECT GOALS

Pine was asked to review the UX design of the app and provide feedback, whilst also working on design improvements for the dashboard of the application. More specifically, we were tasked with the specific goals listed below: 

  • A comprehensive analysis based on our expert usability insights and actionable recommendations on what to improve and how (high-level design), based on the level of severity with illustrative examples
  • Definition of UX Strategy
  • Dashboard screens and flow design 
  • Creation of functional specifications & dev. support

PROJECT TEAM

Lead UX Designer

The UX designer had the leading role in the project acting as a project manager as well. They were responsible for conducting the UX audit and facilitating the initial workshop, that guided the redesign process, whilst maintaining constant touchpoints with the client to approve the designs.

UI Designer 

Responsible for the creation and delivery of all the UI assets, the picture-perfect designs, and any other visuals that were required. 

STEP-BY-STEP 

UX Audit

Our lead UX designer reviewed every screen for visual design cues and according to UX standards, performed a Heuristics evaluation and checked for compliance with common design principles and best practices. As an output of the UX Audit, we formed the final report based on the conducted analysis with recommendations to improve user experience and the overall product usability.

Kick-off Workshop

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The design phase was initiated with a mini kick-off workshop that defined the scope of the project and aligned all stakeholders’ interests. The outcomes of the workshop were documented on post-its at first, (seen in the image above) and reviewed by our Lead UX Designers later in detail before initiating research and wireframing. This helped set clear goals and expectations for the rest of the design process, and really narrowed down the deliverables into tangible assets. The focus of the design phase was the dashboard, and all the important information was gathered through this workshop.

Wireframes

After the initial discussions, it was time to jump into wireframing. Our lead UX Designer worked on this to design and perfect the wireframes of the dashboard screen, translating all the information gathered from the previous step into tangible designs. Below you can see the wireframes that were produced for the dashboard.

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UI Design

This is usually the phase when the client goes “wow!”. It is when all the colors, fonts, and visual elements come into play and give life to the ordinary and unexciting 2D wireframes. Although UX can, in many cases, require more effort – it is only when the UI kicks in that most clients start to understand exactly how nicely everything works. Below you can see the polished designs. 

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CONCLUSION

This project was not without its challenges. Coming into an existing product to make changes is by no means easy, as there is already an architecture and logic in place, and introducing changes can be limited by contextual factors. For example, making changes on the dashboard screen only without affecting the experience of other parts of the app requires us to be creative within very well defined limits, and think about all the edge cases along with the impact of our design on the rest of the screens. Our work was up to standards and received great feedback from our client – standing as evidence of a solid and agile team working on it.

See the latest news from TabLog here

Costis L.

As a co-founder of Pine and a curious and passionate design-thinker, I always use my current knowledge to create new things. For instance, I learnt that tomato is actually a fruit, so I risked it all and used it in a fruit salad. It worked.

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