Replacing a legacy invoicing and inventory database with OOUX
An outdated invoicing and inventory system
THE CHALLENGE
This organization had an outdate database system that was difficult to maintain and was not fitting their changing business needs. This system is an integral tool that powers the day-to-day operations of their company. The effort needed to replace the legacy system was unknown, and we knew reverse-engineering it would not meet their new goals.
How I helped
Starting with a two week long ORCA Sprint, I facilitated multi-day remote workshops with the development team, design team, and business stakeholders. We documented a high level overview of their system, identifying foundational pieces as well as other areas that needed more research to validate. The workshop created alignment across the organization and highlighted opportunities for more cross-department connections.
Facilitated an ORCA sprint
Documented requirements to inform multi phase development
I created and managed an object map that was used to document the systems structure and inform the front-end designs. Initially this was used to drive scope and estimation to phase implementation work.
I led continuous requirement gathering sessions with stakeholders and users to refine the development teams backlog. This included documenting workflows and requirements.
Navigation development
I created multiple concepts for primary and contextual navigation and set the standards for navigation requirements of the new system. These helped communicate the larger structure and flow of content to the development team.
Wireframe design
I developed and maintained various fidelity mockups that served as the vision for layout and content implementation for the development team. These allowed us to quickly gather feedback from stakeholders and users before spending time on implementation.
Usability testing prototypes
I created various sets of interactive prototypes to communicate interactions and iterate on concepts. These were used during usability sessions with users and stakeholders.
Example of an interactive prototype created to gather feedback