Infor homepages: Project Summary
Homepages are dashboards customized for users, roles, and industries. It was one of the major design updates to Infor's overall UX strategy. Throughout my tenure at Hook & Loop, I helped enforce design standards, wrote guidelines, and did UI design for the dashboard widget (the primary component).
Infor's customer help portal, Infor Xtreme, needed way to display the most relevant information to customers via a collection of widgets on customizable Homepages.
How it improved the experience:
Infor Xtreme is a complex system that caters to many user types.
We scheduled two days of discovery research with actual users and discovered Xtreme was not tailored to individual users as well as it should be. We then analyzed the feedback and created a list of requirements and user stories.
Since our users all required different information to be displayed, we knew this was the perfect use of Homepages because we were able to dynamically tailor dashboards based on users' roles and industry, putting all relevant information front and center in neatly organized widgets.
I realized that to meet the various user needs, each widget had to have its own unique requirements and technical capabilities, so we made use of simple lists, data visualization, complex filtering, and search capabilities.
While Concierge will not replace Xtreme, customers now benefit from a fully customizable dashboard that serves the right information to the right person at the right time. At the project's end, I was formally recognized for my work with an Infor Excellence recommendation.
Making company-wide UX and UI updates to a diverse world of enterprise software solutions is no easy task. Our documentation was absolutely key to making these improvements as smooth as possible.
As part of my overall work on Homepages, I helped craft the UX guidelines for widgets, identifying all the basic components of a widget and organizing them in an easy-to-read format so that product teams could "follow the recipe" in creating their own custom Homepages. This guide is now part of the standard Ming.le SDK used by our developers all over the world.