Redesigning the Xero installation starting from researching what users required from an accounting integration to where they dropped off from the existing installation flow.
Bringing customer outside of the core TradeGecko application was a conscious decision to make users feel like that they were in a stage of adding to the platform.
Features from Ledgers, Sync Timing, Payment Methods and Tracking Categories were redesigned.
TradeGecko Design System
Iterations on an atom level components to improve hierarchical views within larger molecules such as lists and table lists.
Atom - Checkbox
Toggle - Used to enable/disable content or toggle features within a form page.
Bulk Actions - Used to trigger multiple checkboxes using primary.
Primary (default) - Used in lists, tables, etc.
Secondary List - Used to separate from primary if secondary level is needed.
Documentation undertaken on Confluence to share information with wider product team.
Built in technical and design rules. For example if more information is required, the checkbox must use tooltip (separate atom), not a hint or sidebar helper.
TRADEGECKO IN-APP HELP
TradeGecko Pricing Modal
TRADEGECKO PURCHASE ORDERS
Separating Received Items
As part of the development of the Purchase Order workflow, it was deemed necessary to separate the existing page into two. For customers who were scaling up on the TradeGecko platform and were procuring hundreds or thousands of line items, using the current workflow is unmanageable.
TRADEGECKO BESN PO
Receive with Batches
Some users required items to have batch number to protect themselves from recalls and faulty batches. We introduced this functionality at the received stage.
We tested multiple iterations through customers interviews and balanced which execution would be best for customers, technical and user experience consistency.