Dynamic Company Profile Builder
Improved navigation to make it more intuitive and created dynamic and configurable capabilities.
Background
B-Trust is a B2B2C outreach platform that enables you to create digital processes that combine information collection (digital forms or scanned documents), signatures, and biometric identification.
Redesigning this feature answered a major pain point found in the platform. Previously, entities’ profile pages were hardcoded by developers and not customizable by the platform’s clients.
By requiring developers to code and modify pages, bottlenecks were created and client satisfaction decreased.
Mission
Move away from non-dynamic & non-configurable pages that require developers to easily, quickly, and dynamically configurable page designs that can be edited by the end-user.
Solution
Designing & implementing a dynamic layout builder – a one-page interface that covers all the processes of editing the dynamic company profile.
Role
I was responsible for the creation of user journeys, wireframes, prototypes, UI and micro interactions.
Time Frame
5 Weeks
In the Beginning
Understanding the user’s motivations and their problems with the existing platform helped me identify opportunities and create user-centered designs.
Two different users would be affected by this added feature
Admin
Manages the platform of the organization.
Builds and edits the layout of the pages of the dynamic profile.
Analyst
Sits in the Sales department, reviews and approves aggregated data on companies and individuals after onboarding them in their systems.
The Research
I started with focusing on the analyst user because they are the end users of this page on the platform. One of the main pain points experienced by these users was navigating by scrolling inside an “endless” entity profile page. I rethought the page layout and navigation in order to simplify this process, directly answering the needs of the analysts.
The old pages be seen here.
Wireframes
I posed 3 main goals to achieve:
1. Improving inner page navigation to enhance user performance.
2. Reducing the noise and allowing users to focus on the content they need.
3. Adding micro interactions on action items to provide gestures on user actions.
Early Prototyping
We tested the edited dynamic profile with analyst users and implemented their feedback in the final result
Final Result
*for the first stage
Company Profile Builder
Following the successful redesign for the analyst user, I moved on to the second part of the process that included the layout builder used by the admin to create the layouts of the entity profile you just saw.
Wireframes
I posed 2 main goals to achieve:
1.Giving the admin a safe and simple environment to build and edit data layout pages
2. Creating pages and layouts while considering existing fields already provided
Final Result
Design System
DRAG & DROP INTERACTION
