Publicis Hawkeye / 2016
Magnolia came to us to redesign their proposal tool. It was outdated and needed to be rebuilt from scratch. The Design Package Proposal is a web application that would be used everyday by sales representatives. The requirement was that it had to contain all of the original content and functionality but with improved organization, be easily scannable and intuitive. The application is client facing so it also had to reflect the premium feel of the brand. This was the first of several applications that would be redesigned so it had to establish clear standards for the other applications to follow.
I started the design with the dashboard since it was the gateway to all of the application's functionality. I wanted to minimize the use of the menu and make it more tappable since the tablet was the main device. I also wanted to allow the user to choose between card view and list view. Based on user testings, some users preferred one over the other and we didn't want to alienate either group.
The left column was made for fast filtering and to be easily reachable with the left hand. The UX team determined all the necessary sort filters and search parameters. I also decided to stack the form labels to be more scannable with adequate spacing to accommodate finger taps. I also broke the form into shorter digestible parts that would auto expand or be collapsed.
You can view the pdf version of the online style guide here: