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Boosting UI efficiency: the transformation of a table component

The aim of this project was to create an onboarding experience for new users of a complex legacy ERP system. The main business objective was to cut training costs, as a dedicated team was spending significant hours instructing clients on how to manage their daily tasks within the ERP product. We introduced a Time to First Value (TTFV) KPI to determine if the onboarding journey enables new users to reach their first meaningful outcome or complete a key task within the system more quickly.
Redesign of table component by AUX

Data-driven success

An ERP system without a proper onboarding feature can lead to significant operational inefficiencies, higher support costs, and lower user satisfaction. Stakeholders need to prioritize onboarding to ensure smooth adoption and maximize the ROI of the ERP implementation.

Our main objective was to improve user experience by making measurable gains in Time to First Value (TTFV). Consequently, we saw an impressive increase of nearly 56% in users who reported that the onboarding journey significantly simplified their work and speed up their proficiency with the new system. This led to significant decrease in support tickets.

The table component - a significant blocker for designers

In a large organization dealing with a myriad of internal applications, the table component evolved into a crucial bottleneck.

The challenge lay in the component's complexity, making it challenging for designers to use effectively. Designers often had to detach it from the design system to customize it for unique cases, exacerbating the problem.

Furthermore, the absence of clear guidelines on correct usage added to the complexity of this pivotal component.
A screenshot of the ERP system's landing page, where no onboarding is being presented to new users.

Understanding what we are dealing with

Our approach began by collecting and studying all tables used across the organization. Understanding the scope and requirements allowed us to formulate a comprehensive plan, ready for execution.

The solution - automated, role-based user onboarding experience

To accommodate the diverse needs of ERP users, we designed separate paths tailored to the unique requirements of the primary job roles that use the system. The goal was to guide first-time users through the basic structures and main functionalities of the interface. Emphasizing simplicity and friendliness, we ensured that anyone testing the system could easily understand its essential aspects without needing extensive assistance.
A Welcome to the onboarding journey modal highlighted in front of the Client page of a legacy ERP system, which is visible on the background.
Introduction screens of the role-based onboarding experience.
Table component cell type variations - UICreating data cell types - UI
Hover states of table rows - AUXUI of a complex table

Atom by atom, molecule by molecule

Starting from the ground up, we created new components, developing them from atoms to molecules, to organisms. Speed was a priority, and we tailored the components with the designer's efficiency in mind. We used the newest features in Figma, a global UI design tool, to create a flexible table. It's powerful and can do whatever the organization needs, all while being user-friendly. Finally, we gathered all the best practices for using tables and documented them alongside the component to ensure consistency in how the table is utilized across various projects.
A screenshot where the onboarding docked modal has been highlighted by the onboarding journey, where a popup explains the Task list, in legacy ERP system.A screenshot where the onboarding docked modal has been highlighted by the onboarding journey, where a popup explains the UI elements containing it, in legacy ERP system.A screenshot of a legacy ERP's Client page with a docked modal placed at the bottom right corner showing that the first onboarding task hasn't been started yet.A screenshot of the first onboarding step displayed as a popup in a legacy ERP system.A screenshot of an onboarding step displayed as a popup in a legacy ERP system.A screenshot of a legacy ERP's Client page with a docked modal placed at the bottom right corner showing that the first onboarding task has been completed and the next one is unlocked now.A screenshot of a legacy ERP's Client page with a docked modal placed at the bottom right corner showing that all the onboarding tasks have been successfully completed.A screenshot showing the Help Center link positioned vertically to the right edge of the screen, with a onboarding popup helping the user understand what to do.
Screenshots of the gamification onboarding experience. Introducing step by step process.

Heading

OUTCOME

98% more productive

Usability tests with multiple designers revealed a remarkable improvement. With the new components, designers were building tables almost twice as fast as before, signifying a substantial 98% boost in productivity. This transformative leap allows the company to accomplish more in less time, streamlining their daily activities and enhancing overall efficiency.
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