• Reduce friction in onboarding and navigation.

• Improve collaboration across stakeholders.

• Enhance customization (dashboards, tables, templates).

• Integrate AI-driven workflows (takeoffs, billing, approvals).

• Maintain a scalable and consistent design system.

Platform Onboarding

Old Onboarding

Challenge was to not creating the confusion and stress for the user by him/ her in the long form But I need to have the minimal information that need the so much info that required so much form

How I Solved Onboarding Flow

Divided the whole Onboarding in 2 parts.

• Platform onboarding

• Company creation (separate)

Problem in the Current Onboarding Experience

The current onboarding experience lacks clarity and structure:

• No Stepper is used, which leaves users unsure about how many steps are involved or how long the process will take.

• Unnecessary information is shown upfront, such as detailed password rules and placeholder descriptions, which clutters the UI and overwhelms the user.

• Poor use of space due to repetitive or verbose field instructions reduces focus and usability.

These issues can cause confusion, frustration, and potential drop-offs during account creation.

My Solution to Improve Onboarding Experience

To address the issues in the current onboarding experience, I implemented the following improvements:

• Introduced a Stepper to clearly indicate the number of steps in the process, helping users understand where they are and what’s next.

• Simplified the UI by removing unnecessary placeholder descriptions and reducing visual noise.

• Displayed password requirements dynamically, only when users interact with the password field—keeping the form clean and focused.

• Enhanced form structure to guide users smoothly, reducing friction and improving overall user satisfaction.

This approach makes onboarding more intuitive, organized, and user-friendly.

Old Dashboard Problems

Changes Made & Why
1. Sidebar → Direct Project Display

• Old Design: Projects are nested under a sidebar menu (Dashboard → Projects).

• New Design: Projects are shown directly on the main screen.

• Why:

• Reduces Clicks: No more clicking through the hierarchy.

  • Faster Access: Users can see all projects immediately after logging in.

  • Better Visibility: The main goal—project management—is now front and center.

2. Dashboard Menu Shifted from Sidebar to Navbar

• Old Design: Sidebar hosts main navigation including Dashboard.

• New Design: Core navigation (Dashboard, Reports, etc.) is shifted to a top navbar.

• Why:

• Cleaner Layout: Frees up horizontal space and allows more content to be shown at once.

  • Improved Focus: Navbar menus are more accessible and easier to scan at a glance.

  • Mobile-Friendly: Better adaptability for responsive/mobile designs.

3. Profile Tab Relocated to Bottom Left

• Old Design: Profile was in settings menu and not have been part of the dashboard.

• New Design: A dedicated area in the bottom-left corner shows the user profile.

• Why:

• Better User Orientation: Gives users an easy place to look for profile/account settings.

  • Persistent Access: Keeps user-related actions always visible but non-intrusive.

  • Improved Hierarchy: Separates action-oriented items (top nav) from passive/profile info.

4. One-Page Data Overview

• Old Design: Requires multiple clicks to navigate through sections.

• New Design: Everything important is accessible on one screen.

• Why:

• Efficient Workflow: Ideal for power users who want to quickly overview and take action.

  • Reduced Cognitive Load: No need to remember where things are hidden in nested menus.

  • Better for Monitoring: Especially useful for roles that oversee multiple projects or teams.

Challenges in Table Design

Problems

• No option to drag and reorder rows

• Plus icon and checkbox were always visible and looked unprofessional

• No bulk addition or deletion functionality

• No way to pin frequently used feature buttons

• No quick access to frequent settings or actions

• Lack of customization for table toolset

• Empty states weren't helpful or informative

• Adding a new row wasn't clearly placed or discoverable

• Users were limited to only one data representation (table view), which restricted usability and flexibility.

Solution

• Added a drag icon that appears on hover, allowing users to reorder rows easily

• Made plus icon and checkbox appear only on hover for a cleaner, modern interface

• Introduced bulk add/delete options to handle multiple rows efficiently

• Added feature pinning via the Settings menu, enabling users to keep tools handy

• Integrated a Settings menu with pinning, letting users customize their quick-access toolbar

• Introduced a Settings panel where users can manage and pin features they need most

• Designed meaningful empty states with icons and tips to guide users when no data is present

• Made the add row control more intuitive by positioning it contextually within the row area

• Introduced multiple data views (Table, Kanban, Timeline, Calendar, Dashboard, etc.) to allow users to visualize and interact with data in the way that best suits their workflow.