Diya BhandariInteraction Designer · '26

2023 · Royal Cheese Studio

2023 · Royal Cheese Studio

·

·

Ankpal · UI Re-design

Ankpal · UI Re-design

made easy with user-centric solution for

made easy with user-centric solution for

Accounting

Accounting

Ankpal

Ankpal



Role

Role

Product Design Intern

Product Design Intern

Team

Team

2 designers

2 designers

Duration

Duration

4 months

4 months

Surfaces

Surfaces

Accounting Software

Accounting Software

Stack

Stack

User Interface Design

User Interface Design

A cloud-based accounting software, Ankpal helps you access your accounts anytime anywhere, with speed & safety. It offers you a robust platform to manage accounting operations and gives you end to end financial services with the help of 20+ CAs.

A cloud-based accounting software, Ankpal helps you access your accounts anytime anywhere, with speed & safety. It offers you a robust platform to manage accounting operations and gives you end to end financial services with the help of 20+ CAs.

Visual Identity

Visual Identity

Card Design

Card Design

Filter Dropdown

Filter Dropdown

Alert/confirmation popup

Alert/confirmation popup

Sort dropdown

Sort dropdown

‘Add in the form’ popup

‘Add in the form’ popup

Discount Card

Discount Card

Primary

Primary

#FE2A31

#FE2A31

Secondary

Secondary

Dark Gray

Dark Gray

#27282D

#27282D

#9493A3

#9493A3

Mid Gray

Mid Gray

#F9F8FD

#F9F8FD

White

White

#FFFFFF

#FFFFFF

Colors

Colors

Typeface

Typeface

Regular

Regular

Medium

Medium

Semi-bold

Semi-bold

Aa Bb Cc Dd Ee Ff Gg Hh Ii Jj Kk Ll Mm Nn Oo Pp Qq Rr Ss Tt Uu Vv Ww Xx Yy Zz

Aa Bb Cc Dd Ee Ff Gg Hh Ii Jj Kk Ll Mm Nn Oo Pp Qq Rr Ss Tt Uu Vv Ww Xx Yy Zz

0 1 2 3 4 5 6 7 8 9

0 1 2 3 4 5 6 7 8 9

Header 1:

Header 1:

Header 2:

Header 2:

Heading 3:

Heading 3:

Body 1:

Body 1:

Body 2:

Body 2:

Semi-bold 18

Semi-bold 18

Semi-bold 14

Semi-bold 14

Regular 14

Regular 14

Regular 14

Regular 14

Regular 12

Regular 12

Form Design

Form Design

If the same feature (creating forms) shows up differently across different screens, users will find consistency problem throughout the software

If the same feature (creating forms) shows up differently across different screens, users will find consistency problem throughout the software

The text fields contradict the principle of affordance

The look and sizes of the buttons are at variance

The arrangements of data in the form lacked order and legibility

The text fields contradict the principle of affordance

The look and sizes of the buttons are at variance

The arrangements of data in the form lacked order and legibility

The identification of the problems further led to creating the Information architecture to understand the structure and re-construct the software if needed. The IA remained the same with a few adjustments here and there. The little changes made a huge difference.

Our aim here was to make the software easy to navigate and provide clear hierarchy keeping in mind the use of 2 global navigation (top and left).

The identification of the problems further led to creating the Information architecture to understand the structure and re-construct the software if needed. The IA remained the same with a few adjustments here and there. The little changes made a huge difference.

Our aim here was to make the software easy to navigate and provide clear hierarchy keeping in mind the use of 2 global navigation (top and left).

Information Architecture:

Information Architecture:

Adding a global search and inter-connecting the features enhanced the user journey, making it shorter and quicker.

Adding a global search and inter-connecting the features enhanced the user journey, making it shorter and quicker.

Iteration 2

Iteration 2

Colors look dull and the global navigation can be better.

Colors look dull and the global navigation can be better.

Product Manager, Ankpal

Product Manager, Ankpal

Client feedback

Client feedback

Light color palette with a touch of red for the highlight

Light color palette with a touch of red for the highlight

Clean and well-informed data table

Clean and well-informed data table

Added Global search along with the ‘quick links’

Added Global search along with the ‘quick links’

Divided the left nav

Divided the left nav

Removed profile option from left and combined it with the user log in

Removed profile option from left and combined it with the user log in

Added a dropdown for sub-categories

Added a dropdown for sub-categories

Iteration 3 (Final)

Iteration 3 (Final)

Looks great. We link the dark light contrast, makes the software look lively.

Looks great. We link the dark light contrast, makes the software look lively.

Product Manager, Ankpal

Product Manager, Ankpal

Client feedback

Client feedback

Contrasting color palette

Contrasting color palette

Clean and well-informed data table

Clean and well-informed data table

Added global search

Added global search

Replaced ‘quick links’ with an option to create any data from the global nav itself

Replaced ‘quick links’ with an option to create any data from the global nav itself

Removed profile option from left and combined it with the user log in

Removed profile option from left and combined it with the user log in

Form Design

Form Design

Create Form:

Create Form:

Every form opens as a right drawer creating an overlay in the background, eliminating the need to open it on another page.

Every form opens as a right drawer creating an overlay in the background, eliminating the need to open it on another page.

A lot of forms looked complex and difficult to read through.

We couldn’t alter the amount of information in the form. Hence, to simplify and make it legible enough, we maintained balance and visual harmony amongst all the text fields and data.

A lot of forms looked complex and difficult to read through.

We couldn’t alter the amount of information in the form. Hence, to simplify and make it legible enough, we maintained balance and visual harmony amongst all the text fields and data.

View Form:

View Form:

On selecting any entity from the software, the user finds the details that were once filled int he form. We eliminated the need to open another page for this as well opening in a right drawer

On selecting any entity from the software, the user finds the details that were once filled int he form. We eliminated the need to open another page for this as well opening in a right drawer

Every sections acts as an accordion in case the scroll becomes long due to excessive information.

Every sections acts as an accordion in case the scroll becomes long due to excessive information.

Components

Components

Global Search:

Global Search:

Search bar allows the user to look for anything in the software

Search bar allows the user to look for anything in the software

On click, it widens into 2 sections:

Search dropdown- to search categorically

Text field- allows the user to type what they are looking for and also get recently searched suggestions

On click, it widens into 2 sections:

Search dropdown- to search categorically

Text field- allows the user to type what they are looking for and also get recently searched suggestions

Create New:

Create New:

Replaced ‘quick links’ option from previous design with ‘Create New’ in the header.

Replaced ‘quick links’ option from previous design with ‘Create New’ in the header.

It allows the user to create any data set from anywhere in the software.

It allows the user to create any data set from anywhere in the software.

Profile:

Profile:

We combined the Profile details, companies and log in into a right drawer.

We combined the Profile details, companies and log in into a right drawer.

It lets the user edit their profile details

Add or choose the company which they’d like to view the accounts of

Shows alerts related to their profile

Allows the user to sign out

It lets the user edit their profile details

Add or choose the company which they’d like to view the accounts of

Shows alerts related to their profile

Allows the user to sign out

One factor into re-designing the application was it’s visual appeal, it was lacking behind in terms of the look and feel. We knew we had to keep up with trends but also not forget the fact that it’s a software and complicating it visually would be a disaster.

One factor into re-designing the application was it’s visual appeal, it was lacking behind in terms of the look and feel. We knew we had to keep up with trends but also not forget the fact that it’s a software and complicating it visually would be a disaster.

These initial iterations were made based on color combinations and re-defining the global navigation. Here take a look:

These initial iterations were made based on color combinations and re-defining the global navigation. Here take a look:

Details of the Re-design:

Details of the Re-design:

Iteration 1

Iteration 1

Light color palette

Light color palette

Clean and well-informed data table

Clean and well-informed data table

Added Global search

Added Global search

Removed profile option from left and combined it with the user log in

Removed profile option from left and combined it with the user log in

Kept the left nav same as before, only added breadcrumbs on the top

Kept the left nav same as before, only added breadcrumbs on the top

Use of white tones

Use of white tones

Removed ‘quick links’ to adjust so many options on top nav

Removed ‘quick links’ to adjust so many options on top nav

Looks a lot like the previous design because of the similar visual appeal, add more colors.

Looks a lot like the previous design because of the similar visual appeal, add more colors.

Product Manager, Ankpal

Product Manager, Ankpal

Client feedback

Client feedback

One factor into re-designing the application was it’s visual appeal, it was lacking behind in terms of the look and feel. We knew we had to keep up with trends but also not forget the fact that it’s a software and complicating it visually would be a disaster.

One factor into re-designing the application was it’s visual appeal, it was lacking behind in terms of the look and feel. We knew we had to keep up with trends but also not forget the fact that it’s a software and complicating it visually would be a disaster.

These initial iterations were made based on color combinations and re-defining the global navigation. Here take a look:

These initial iterations were made based on color combinations and re-defining the global navigation. Here take a look:

Layout and Color Iterations:

Layout and Color Iterations:

Navigation & Data Tables:

Navigation & Data Tables:

The entire 3-level menu is on the left navigation making the left drawer look extremely complex

There’s no global search, only quicks links that aren’t very helpful either

The entire 3-level menu is on the left navigation making the left drawer look extremely complex

There’s no global search, only quicks links that aren’t very helpful either

The visual appeal of the data table seemed dull.

It lacked micro-interactions and display of information in a clear manner

No filters, complicated search for every column, no option to sort

The visual appeal of the data table seemed dull.

It lacked micro-interactions and display of information in a clear manner

No filters, complicated search for every column, no option to sort

Amongst all the other things, scattered features, conflicting and confirmation screens throughout the software appeared to be the major problems in users’ journeys. With all the new ideas jumping in our heads, we knew we to slow down to incorporate the design process properly.

Amongst all the other things, scattered features, conflicting and confirmation screens throughout the software appeared to be the major problems in users’ journeys. With all the new ideas jumping in our heads, we knew we to slow down to incorporate the design process properly.

As a result of the above mentioned UX strategies employed throughout the design process, we noted down the major areas that required design thinking:

As a result of the above mentioned UX strategies employed throughout the design process, we noted down the major areas that required design thinking:

Let’s dive into the Re-design:

Let’s dive into the Re-design:

Heuristic Analysis

for Conformity and Improvement

Heuristic Analysis

for Conformity and Improvement

Usability Testing with Current Users

for Real-world Insights

Usability Testing with Current Users

for Real-world Insights

Analysis of Customer Service Logs

for User Pain Points

Analysis of Customer Service Logs

for User Pain Points

Stakeholder Interviews

for In-depth Understanding

Stakeholder Interviews

for In-depth Understanding

Sequential Competitive Analysis as a Strategic Choice:

Our deliberate decision to leave competitive analysis towards the project's culmination stemmed from the context of a redesign. With the software already in user, our primary focus was on refining existing functionalities rather than being overly influenced by external competitors.

Sequential Competitive Analysis as a Strategic Choice:

Our deliberate decision to leave competitive analysis towards the project's culmination stemmed from the context of a redesign. With the software already in user, our primary focus was on refining existing functionalities rather than being overly influenced by external competitors.

Holistic approach to UX Enchantment:

Holistic approach to UX Enchantment:

To comprehensively grasp the underlying issues and user behavior, we employed a variety of robust UX methodologies. Our strategic approach encompassed the following key methods:

To comprehensively grasp the underlying issues and user behavior, we employed a variety of robust UX methodologies. Our strategic approach encompassed the following key methods:

Problem Statement

Problem Statement

To enhance the usability and user experience of the software to improve user engagement and satisfaction while addressing navigation and interface issues.

To enhance the usability and user experience of the software to improve user engagement and satisfaction while addressing navigation and interface issues.

Overview:

Overview:

Ankpal sought to enhance its user engagement and experience, addressing challenges that hindered seamless navigation and effective utilization.

Ankpal sought to enhance its user engagement and experience, addressing challenges that hindered seamless navigation and effective utilization.

The existing interface was cluttered and confusing, leading to user frustration and reduced engagement.

The existing interface was cluttered and confusing, leading to user frustration and reduced engagement.

Additionally, user feedback indicated pain points and unmet needs within the platform, necessitating a redesign to align with industry standards and best practices.

Additionally, user feedback indicated pain points and unmet needs within the platform, necessitating a redesign to align with industry standards and best practices.

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