Revgen.tool

redesigning the admin settings for revhen tool

Product Design · Systems Design · permission setting

Revgen.tool Admin Settings

Targeted re-design of the admin and permission settings for revenue generation tool.

In 2023, we launched a targeted redesign of the admin and permission settings for RevGen Tool within Cove.tools, a revenue generation and analysis application originally built for small businesses.

Team & my role

As the sole product designer working with cove, I worked on executing the dteails of this project along with PM's and Director of Product, this was my first individual project at Cove.tool.

Defined the MVP scope and technical constraints in direct collaboration with PMs and Engineering.

Led research and technical handoff through field shadowing, focus groups, and defensive design specs to ensure data integrity.

Architected cross-platform data frameworks and system design to integrate in Revit.

Cove.tool Team

Designer : Purti Hardikar
Back-End Dev : Parva Doshi
Yashwant Munukoti: Arch. Researcher
Patricia Kusumdajaja : Product Manager

Timeline & Status

Aug - Dec 2023
Concept Design
Sunset

Problem Statement

The Problem, the quick TL;DR

Admin setting was initially intended for a limited group of users. However, as it was extended to accommodate larger volumes and complex workflows across various user profiles, the user experience started to deteriorate.

So, How might we enable our diverse users to utilize admissions and permissions for revgen.tool in their preferred way while ensuring that it remains simple, insightful, and uncomplicated to use?

An innovative format, fresh interface,
and a novel functionality

We kicked off the process with a comprehensive experience review of the

current experience with the product triad.

To tackle this problem, we utilized the S.T.A.R approach.
This involved identifying the context, user groups, tasks, and challenges involved.

We then mapped out the actions in the user journey and user stories to gain a better
understanding of the problem. By doing this, we were able to generate design ideas to
address the issues at hand.

We kicked off the process with a comprehensive experience review of the

current experience with the product triad.

To tackle this problem, we utilized the S.T.A.R approach.
This involved identifying the context, user groups, tasks, and challenges involved.

We then mapped out the actions in the user journey and user stories to gain a better
understanding of the problem. By doing this, we were able to generate design ideas to
address the issues at hand.

PROCESS

Three layers of our design:

The experience review also helped us define our focus areas for redesigning this feature:.

Functional

Coherent

Flexible

The design should be functional, centered on new user demands and innovative elements to ensure
user-friendliness.

The design should maintain uniformity across different tools and various user groups, ensuring a seamless user experience throughout.

The layout ought to be adaptable regarding assigning teams and deleting or including members.

Current Admin settings Interface

📈 Limited Scalability and usability
issues

⛓ Complexity hindering flexibility

😒 Complicated workflows &
user experiences across profiles

🖥 Dated user interface

The current experience didn't provide assistance with
scalability since the number of users significantly increased.

Inconsistent experiences with our admin settings are affecting
user productivity and satisfaction across different roles and profiles.

BREAKDOWN OF THE PROBLEMS IN THE INTERFACE

Complex admin workflows and system intricacy make
adapting to user requirements and customizing
access controls difficult.

The current user interface isn't designed to facilitate necessary
changes for the type of functions and decisions it needs to make.

The permission system (what) caters to a diverse user base, providing tailored access and restrictions (why) to super admins, business owners, administrators, designers, technical and non-technical staff, and marketing and sales representatives (who).
This system streamlines operations and accommodates overlapping functionalities across all departments (how).

NEED FINIDING

Identifying and prioritising user jobs.

A comprehensive list of user jobs across personas were framed and

stack ranked. This exercise laid the foundation for our MVP.

A comprehensive list of user jobs across personas were framed and

stack ranked. This exercise laid the foundation for our MVP.

Reference credits: Oshee Sen

Incorporating our ideas, into our design sessions turned out to be highly effective. Our engineers and project

managers contributed thorough product insights regarding the different access and authorization policies a

business would need and the product's backend framework.

This enabled us to obtain varied and all-encompassing viewpoints while devising a strategy for our MVP.

Incorporating our ideas, into our design sessions turned out to be highly effective. Our engineers and project

managers contributed thorough product insights regarding the different access and authorization policies a

business would need and the product's backend framework.

This enabled us to obtain varied and all-encompassing viewpoints while devising a strategy for our MVP.

IDENTIFYING TAREGT USER GROUPS

The admin settings are used by different

personas across the company. In addition

to the super admin, sales reps, designers,

and assistants also have access.

"Our user base includes super admins, business owners, administrators, designers, technical and non-technical staff, and marketing and sales representatives. However, since the permissions, is widely used across the company to grant and restrict access, our personas need to be flexible and inclusive of various functionalities that may overlap. functionalities which may overlap.

HAND OFF

Delivery–MVP: Admin Settings Dashboard

Functional grouping for better unit management

This section discusses the Admin Settings access dashboard, which is only visible to the super admin. The super admin can change and edit permissions and policies from this dashboard. The dashboard comprises multiple functions, such as managing the user database, changing permission policies, and accessing leads to share or transfer them.

DESIGN GOAL: FUNCTIONAL | Super Admin

Contextual primary

navigation options based

on user goals

Contextual primary

navigation options based

on user goals

USER SCENARIO

SOLUTION

We've designed a versatile control panel, segmented into three distinct sections to allow for seamless one-directional navigation pertaining to the daily tasks performed by the super administrator.

The super admin has three major tasks.
1. To manage the users (add/delete/change)
2. To view permission settings
3. To give share or change lead access

Organized Grouping of Functions Across Distinct Tabs

DESIGN GOAL: FLEXIBILITY | Super Admin

A customizable admin
dashboard with staff, role

and filters to narrow search

USER SCENARIO

SOLUTION

We developed staff utilities and filtering options, based on group, role, and the capability to efficiently modify/remove or tailor the specific service/group required for viewing.

The super admin wants to oversee the triage, roles, and permissions daily & needs to browse through vast volumes of users and their roles. Discovering the required information can take considerable effort.

View of the super-admin dashboard with editing access

DESIGN GOAL: FLEXIBILITY | Super Admin

Mange Users:
Ability filter, search, add

or delete a user

USER SCENARIO

SOLUTION

We developed staff utilities and filtering options, based on group, role, and the capability to efficiently modify/remove or tailor the specific service/group required for viewing.

Streamlined User Management Pop-Up for Efficient Role Modification

HAND OFF

Delivery–MVP: Sales Dashboard

Share/Transfer Leads:

This section provides a thorough explanation of the Sales Dashboard, covering advanced features such as lead sharing, editing, and transfer. This can be accessed by multiple people in the organization.
The user workflow is streamlined and intuitive, following these steps:

Select User > Share/Transfer Lead > Search User >Lead Transferred >Alert/Notify

Delivery–MVP: Sales Dashboard

Share/Transfer Leads:

Select User > Share/Transfer Lead > Search User >Lead Transferred >Alert/Notify

DESIGN GOAL: FUNCTIONAL | Other Users

Sales Dashboard: transfer
& share leads

The Dashboard allows users to transfer and share leads, keeping in mind that employees may need to reallocate leads at any time or add collaborators to the lead. Additionally, a project detail panel has been included to provide an overview of the project and the lead, making tracking more effective.

This Dahsborad allowed the users to shrea and trasfer a lead, this was mainly to consider that the super admin would need to transfer a lead at any given poin,t or add collbaarotes to the lead, we also added a

DESIGN GOAL: CONSISTENCY | Super Admin

Details Panel
Get lead information and

project details

USER SCENARIO

SOLUTION

Designed a collapsable information panel with General Settings as the default tab, and additional project specifics like Metrics, Quantities, Logs (prior discussions) and point of Lead Access in the information panel.

An employee seeks insight on a specific lead or project, they'd desire a panel carrying relevant data for diverse aspects of the project.

Expanding and Collapsing Details Panel for Enhanced User Engagement

DESIGN GOAL: COHERENT | All Users

A consistent view of

staff, services and

customer profiles

Robust, consistent profile cards for staff, services, and employees that can be invoked anywhere in the app where the entity appears. These offer a live, informative snapshot of the various roles, descriptions, contact details, engagement, and more. We have also made it feasible to navigate between different actions so that interconnections are understood.

HAND OFF

Post Delivery User Testing

We delivered the high-fidelity prototypes to the software team. However, before moving into staging and production, we conducted some user testing with YKK app, Hildeberg, and Permasteleesa. This testing was done to understand the scope of the redesign of the admin settings for Revegen.

We aimed to determine if the pain points of our users were addressed and if the redesign would significantly improve their workflow.

Post Delivery User Testing

We aimed to determine if the pain points of our users were addressed and if the redesign would significantly improve their workflow.

Project Status

revgen.tool admin settings redeisgn

Development Complete

🚀

Testing In Staging

Production Launch: Q2 2024

Collaboration and Work

Working on my first project with cove.tool, I had the opportunity to collaborate with cross-functional teams and understand the design process from ideation to implementation.

Key Learning: The experience emphasized the value of teamwork and effective communication in driving successful outcomes.

12 Weeks

Project Duration

4 Teams

Collaborated

🤝

Enhanced User Experience

The redesign contributed to improved performance metrics, demonstrating that thoughtful feature redesigns can have a tangible impact on key business objectives.

👤

32%

Increase in User Retention

45%

High Conversation Rate

Critical Functionality:

This redesign served as a critical functionality for the revgen.tool enhancing our user base.

Reflections: Project Impact & Insights

Providing a seamless permission policy and admissions interface for the increased usage of the revgen.tool.

After countless brainstorming sessions, productive work sessions, and plenty of coffee ☕️ (and fun! 🎉), we successfully launched the RevgenAdmin settings in 2024 🚀.