Optimized Business Collaboration
Optimized Business Collaboration
Streamlining Workflows with Quick Actions, Project Hierarchy & Advanced Filtering
Streamlining Workflows with Quick Actions, Project Hierarchy & Advanced Filtering
Intro
Intro
As a Product Designer, I had the opportunity to work with Qollabi, a Business Relationship Management (BRM) software that enables organizations to collaborate on mutual success plans using the Objective & Key Results (OKR) framework.
As a Product Designer, I had the opportunity to work with Qollabi, a Business Relationship Management (BRM) software that enables organizations to collaborate on mutual success plans using the Objective & Key Results (OKR) framework.
Intro
As a Product Designer, I had the opportunity to work with Qollabi, a Business Relationship Management (BRM) software that enables organizations to collaborate on mutual success plans using the Objective & Key Results (OKR) framework.
Problem
Problem
Qollabi’s platform was designed to help businesses structure and track their partnership goals, but users faced challenges in managing their workflows efficiently:
Lack of Quick Actions
Users had to navigate multiple steps for common tasks, slowing down productivity.
Repetitive actions created unnecessary friction in the workflow.
Unstructured Projects Hierarchy
The platform lacked a clear and intuitive structure for organizing projects.
Users struggled to prioritize and navigate between different levels of projects and tasks.
Limited Column Filtering Options
Users needed better data filtering to quickly find relevant information.
The current filtering system was rigid, making it difficult to customize views based on different needs.
Qollabi’s platform was designed to help businesses structure and track their partnership goals, but users faced challenges in managing their workflows efficiently:
Lack of Quick Actions
Users had to navigate multiple steps for common tasks, slowing down productivity.
Repetitive actions created unnecessary friction in the workflow.
Unstructured Projects Hierarchy
The platform lacked a clear and intuitive structure for organizing projects.
Users struggled to prioritize and navigate between different levels of projects and tasks.
Limited Column Filtering Options
Users needed better data filtering to quickly find relevant information.
The current filtering system was rigid, making it difficult to customize views based on different needs.
Problem
Qollabi’s platform was designed to help businesses structure and track their partnership goals, but users faced challenges in managing their workflows efficiently:
Lack of Quick Actions
Users had to navigate multiple steps for common tasks, slowing down productivity.
Repetitive actions created unnecessary friction in the workflow.
Unstructured Projects Hierarchy
The platform lacked a clear and intuitive structure for organizing projects.
Users struggled to prioritize and navigate between different levels of projects and tasks.
Limited Column Filtering Options
Users needed better data filtering to quickly find relevant information.
The current filtering system was rigid, making it difficult to customize views based on different needs.
Process
Process
To address these challenges, we followed a structured user-centered design approach:
Use Cases Alignment & Stakeholder Interviews
Worked closely with stakeholders to align design improvements with business goals.
Aligned the designs with use cases that were developed based on the user needs and feedback
Workflow Analysis & Information Architecture
Mapped out current user workflows to identify inefficiencies.
Created hierarchical structures to visualize how projects and tasks should be organized.
Wireframing & Prototyping
Designed low-fidelity wireframes to explore different interaction models for Quick Actions, Project Hierarchy, and Column Filtering.
Developed interactive prototypes to validate concepts before implementation.
Usability Testing & Iteration
Gathered feedback and iterated on the UI/UX to enhance clarity and efficiency.
Collaboration & Implementation
Worked closely with the development team to ensure smooth implementation.
Provided design documentation for consistency.
To address these challenges, we followed a structured user-centered design approach:
Use Cases Alignment & Stakeholder Interviews
Worked closely with stakeholders to align design improvements with business goals.
Aligned the designs with use cases that were developed based on the user needs and feedback
Workflow Analysis & Information Architecture
Mapped out current user workflows to identify inefficiencies.
Created hierarchical structures to visualize how projects and tasks should be organized.
Wireframing & Prototyping
Designed low-fidelity wireframes to explore different interaction models for Quick Actions, Project Hierarchy, and Column Filtering.
Developed interactive prototypes to validate concepts before implementation.
Usability Testing & Iteration
Gathered feedback and iterated on the UI/UX to enhance clarity and efficiency.
Collaboration & Implementation
Worked closely with the development team to ensure smooth implementation.
Provided design documentation for consistency.
Process
To address these challenges, we followed a structured user-centered design approach:
Use Cases Alignment & Stakeholder Interviews
Worked closely with stakeholders to align design improvements with business goals.
Aligned the designs with use cases that were developed based on the user needs and feedback
Workflow Analysis & Information Architecture
Mapped out current user workflows to identify inefficiencies.
Created hierarchical structures to visualize how projects and tasks should be organized.
Wireframing & Prototyping
Designed low-fidelity wireframes to explore different interaction models for Quick Actions, Project Hierarchy, and Column Filtering.
Developed interactive prototypes to validate concepts before implementation.
Usability Testing & Iteration
Gathered feedback and iterated on the UI/UX to enhance clarity and efficiency.
Collaboration & Implementation
Worked closely with the development team to ensure smooth implementation.
Provided design documentation for consistency.
Solution
Solution
We delivered three key improvements to optimize the platform’s usability:
1. Quick Actions
One-click actions for fast access to the common tasks
Customizable Quick Actions, allowing users to define their frequently used tasks.
2. Projects Hierarchy
Clear multi-level project structure, improving navigation and prioritization.
Visual indicators to differentiate between project levels
3. Column Filtering Options
Advanced filtering controls, enabling users to sort and customize their data views.
Improved UI for filtering, making it more intuitive and accessible.
We delivered three key improvements to optimize the platform’s usability:
1. Quick Actions
One-click actions for fast access to the common tasks
Customizable Quick Actions, allowing users to define their frequently used tasks.
2. Projects Hierarchy
Clear multi-level project structure, improving navigation and prioritization.
Visual indicators to differentiate between project levels
3. Column Filtering Options
Advanced filtering controls, enabling users to sort and customize their data views.
Improved UI for filtering, making it more intuitive and accessible.
Solution
We delivered three key improvements to optimize the platform’s usability:
1. Quick Actions
One-click actions for fast access to the common tasks
Customizable Quick Actions, allowing users to define their frequently used tasks.
2. Projects Hierarchy
Clear multi-level project structure, improving navigation and prioritization.
Visual indicators to differentiate between project levels
3. Column Filtering Options
Advanced filtering controls, enabling users to sort and customize their data views.
Improved UI for filtering, making it more intuitive and accessible.
More Works More Works
More Works More Works
©2025
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©2025
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©2025
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©2025
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