Accessible Delivery Management Tool

Сomprehensive, accessible delivery management tool with intuitive project tracking, financial insights, and real-time risk monitoring, tailored for senior leaders to efficiently manage and oversee company-wide and personal project portfolios.

Role

Senior UX/UI Designer

Industry

FinTech

Duration

6 months

a cell phone on a bench
a cell phone on a bench
a cell phone on a bench

Stage 1. Usability Audit

In the Usability Audit phase, I gathered key insights to ensure the tool would meet user needs and be intuitive for senior directors and project managers.

Stakeholder Interviews: Conducted interviews with senior directors and project managers to understand their workflows, challenges, and expectations, helping to define the core goals and pain points.

Competitor Analysis: Analysed existing project management tools to identify strengths and gaps in the market, helping to inform the design direction.

Task Analysis: Mapped out typical user workflows to ensure the tool would effectively support tasks such as project tracking, risk analysis, and financial monitoring.

Accessibility Research: Reviewed WCAG 2.1 standards to ensure the tool met accessibility guidelines, focusing on colour contrast, typography, and navigation for users with disabilities.

Personas and Use Cases: Developed user personas and specific use cases to guide the design process and ensure alignment with real-world user goals and needs.


Stage 2. Design Strategy

In the Design Strategy phase, I translated insights from the usability audit into a clear and actionable plan to guide the tool’s development. The focus was on creating a user-centered design that aligned with both user needs and business goals.

Defining Core Objectives: Based on the research, I identified key objectives for the tool, including providing clear visibility into project health, enabling quick decision-making, supporting efficient workflows, and ensuring accessibility for all users.

User Flows and Information Architecture: I mapped out user flows to define how users would interact with the tool, such as viewing projects, filtering data, and tracking milestones. This informed the information architecture, ensuring a logical layout that minimised cognitive load.

Wireframes and Low-Fidelity Prototypes: I created wireframes to lay out the structure of key screens, focusing on navigation and core features. Low-fidelity prototypes allowed me to test user flows and gather initial feedback before refining the design.

Design Principles and Aesthetic Considerations: I defined design principles to ensure consistency, clarity, and accessibility. This included a focus on visual hierarchy, intuitive interactions, and meeting WCAG accessibility standards for colour contrast and readability.

Iterative Process: The design strategy was iterative, allowing for continuous refinement based on user feedback and stakeholder input. This ensured that the final product would meet user needs while aligning with business objectives.


Stage 3. Prototype Development

In the Prototype Development phase, I focused on bringing the design strategy to life by creating an interactive and functional prototype to test with users and stakeholders.

  • Wireframing: I began with low-fidelity wireframes to establish the basic layout, structure, and flow of key screens. This helped me ensure the interface prioritised essential features, such as project tracking, filtering options, and key data visualisations. Wireframing allowed for early-stage user testing to refine navigation and layout before moving to more detailed designs.

  • High-Fidelity Prototyping: Once the wireframes were validated, I developed an interactive, high-fidelity prototype, integrating detailed visual elements such as typography, color schemes, and icons. This version closely mirrored the final product, enabling users to interact with realistic features like portfolio health metrics, project milestones, and the release calendar. The high-fidelity prototype allowed for more refined user testing and feedback on the usability of the tool.

  • User Interface Design: In the final phase of prototype development, I focused on perfecting the UI design, ensuring the interface was visually appealing, intuitive, and accessible. I incorporated a user-centered approach, paying particular attention to WCAG accessibility standards to ensure the tool was usable for people with varying abilities. Key elements like color contrast, button placement, and visual hierarchy were carefully considered to enhance the overall user experience, making it both functional and aesthetically consistent.

Stage 1. Usability Audit

In the Usability Audit phase, I gathered key insights to ensure the tool would meet user needs and be intuitive for senior directors and project managers.

Stakeholder Interviews: Conducted interviews with senior directors and project managers to understand their workflows, challenges, and expectations, helping to define the core goals and pain points.

Competitor Analysis: Analysed existing project management tools to identify strengths and gaps in the market, helping to inform the design direction.

Task Analysis: Mapped out typical user workflows to ensure the tool would effectively support tasks such as project tracking, risk analysis, and financial monitoring.

Accessibility Research: Reviewed WCAG 2.1 standards to ensure the tool met accessibility guidelines, focusing on colour contrast, typography, and navigation for users with disabilities.

Personas and Use Cases: Developed user personas and specific use cases to guide the design process and ensure alignment with real-world user goals and needs.


Stage 2. Design Strategy

In the Design Strategy phase, I translated insights from the usability audit into a clear and actionable plan to guide the tool’s development. The focus was on creating a user-centered design that aligned with both user needs and business goals.

Defining Core Objectives: Based on the research, I identified key objectives for the tool, including providing clear visibility into project health, enabling quick decision-making, supporting efficient workflows, and ensuring accessibility for all users.

User Flows and Information Architecture: I mapped out user flows to define how users would interact with the tool, such as viewing projects, filtering data, and tracking milestones. This informed the information architecture, ensuring a logical layout that minimised cognitive load.

Wireframes and Low-Fidelity Prototypes: I created wireframes to lay out the structure of key screens, focusing on navigation and core features. Low-fidelity prototypes allowed me to test user flows and gather initial feedback before refining the design.

Design Principles and Aesthetic Considerations: I defined design principles to ensure consistency, clarity, and accessibility. This included a focus on visual hierarchy, intuitive interactions, and meeting WCAG accessibility standards for colour contrast and readability.

Iterative Process: The design strategy was iterative, allowing for continuous refinement based on user feedback and stakeholder input. This ensured that the final product would meet user needs while aligning with business objectives.


Stage 3. Prototype Development

In the Prototype Development phase, I focused on bringing the design strategy to life by creating an interactive and functional prototype to test with users and stakeholders.

  • Wireframing: I began with low-fidelity wireframes to establish the basic layout, structure, and flow of key screens. This helped me ensure the interface prioritised essential features, such as project tracking, filtering options, and key data visualisations. Wireframing allowed for early-stage user testing to refine navigation and layout before moving to more detailed designs.

  • High-Fidelity Prototyping: Once the wireframes were validated, I developed an interactive, high-fidelity prototype, integrating detailed visual elements such as typography, color schemes, and icons. This version closely mirrored the final product, enabling users to interact with realistic features like portfolio health metrics, project milestones, and the release calendar. The high-fidelity prototype allowed for more refined user testing and feedback on the usability of the tool.

  • User Interface Design: In the final phase of prototype development, I focused on perfecting the UI design, ensuring the interface was visually appealing, intuitive, and accessible. I incorporated a user-centered approach, paying particular attention to WCAG accessibility standards to ensure the tool was usable for people with varying abilities. Key elements like color contrast, button placement, and visual hierarchy were carefully considered to enhance the overall user experience, making it both functional and aesthetically consistent.

a cell phone on a bench
a cell phone on a bench
a cell phone on a bench
a cell phone on a ledge
a cell phone on a ledge
a cell phone on a ledge

Stage 4. User Feedback & Refinement

In the User Feedback and Refinement phase, I focused on gathering insights from real users and making necessary adjustments to improve the design.

User Testing: I conducted testing with senior directors and project managers to gather feedback on the prototype. Users interacted with key features, such as project tracking and risk analysis, and provided insights on usability and navigation.

Identifying Issues: Based on feedback, I identified usability challenges, such as difficulty with the filtering system and understanding risk severity indicators. I also learned that some users struggled with mobile navigation and switching between project views.

Refinement: I refined the design by simplifying the filtering system, improving the clarity of risk indicators, and enhancing mobile responsiveness. I iterated on the prototype based on continuous feedback to ensure the tool was intuitive and met user needs.

Stakeholder Review: After final refinements, I presented the updated prototype to stakeholders, aligning it with business goals and technical requirements. Minor adjustments were made based on their feedback, finalising the design for development.

Stage 5. Implementation & Launch Support

In the Implementation and Launch Support phase, I worked closely with the development team to ensure the design was accurately translated into the final product and provided ongoing support during the tool’s launch.

Collaboration with Development: I partnered with developers to ensure seamless integration of the design elements into the tool, providing assets, guidance, and clarifications as needed. This collaboration ensured that the user interface remained consistent with the prototype and met both functional and accessibility standards.

Launch Preparation: To support the tool’s launch, I also designed a promotion landing page to help introduce and explain the features of the tool to users. The page was visually rich with graphics and illustrations that showcased key functionalities, such as project tracking, milestone monitoring, and risk management. This landing page aimed to engage potential users and explain the benefits of the tool in an easily digestible format, driving adoption and interest.

Post-Launch Support: After the tool’s launch, I provided ongoing support, addressing any feedback or issues that arose. I worked with stakeholders to ensure that the tool continued to meet user needs and made necessary updates based on user feedback and usage data.

a cell phone leaning on a ledge
a cell phone leaning on a ledge
a cell phone leaning on a ledge
a black cellphone with a white letter on it
a black cellphone with a white letter on it
a black cellphone with a white letter on it
a cell phone on a table
a cell phone on a table
a cell phone on a table

Outcomes

Successful Adoption: The tool was successfully adopted by senior directors and project managers across the company, improving project visibility and decision-making. Feedback from users indicated that they found the tool intuitive, with key features like portfolio health metrics and risk severity indicators providing valuable insights at a glance.

Increased Efficiency: The tool streamlined workflows, making it easier for users to track milestones, manage risks, and monitor project progress. Users reported a significant reduction in the time spent compiling project data and generating reports, leading to more efficient project management.

Improved Portfolio Management: The portfolio financial insights and risk status trends allowed users to better prioritize projects and allocate resources, improving overall portfolio health. Senior directors appreciated the tool’s ability to offer a high-level view of project performance while also drilling down into specific details when necessary.

Positive User Feedback: Overall, users praised the tool’s clean, accessible design and the way it supported both detailed project tracking and high-level strategic decision-making. The promotion landing page played a key role in driving user adoption by clearly explaining the tool’s features and benefits.

Continuous Improvement: Post-launch, the tool continued to evolve based on user feedback. Ongoing updates and improvements ensured that the tool remained relevant and aligned with the company’s changing needs.

Outcomes

Successful Adoption: The tool was successfully adopted by senior directors and project managers across the company, improving project visibility and decision-making. Feedback from users indicated that they found the tool intuitive, with key features like portfolio health metrics and risk severity indicators providing valuable insights at a glance.

Increased Efficiency: The tool streamlined workflows, making it easier for users to track milestones, manage risks, and monitor project progress. Users reported a significant reduction in the time spent compiling project data and generating reports, leading to more efficient project management.

Improved Portfolio Management: The portfolio financial insights and risk status trends allowed users to better prioritize projects and allocate resources, improving overall portfolio health. Senior directors appreciated the tool’s ability to offer a high-level view of project performance while also drilling down into specific details when necessary.

Positive User Feedback: Overall, users praised the tool’s clean, accessible design and the way it supported both detailed project tracking and high-level strategic decision-making. The promotion landing page played a key role in driving user adoption by clearly explaining the tool’s features and benefits.

Continuous Improvement: Post-launch, the tool continued to evolve based on user feedback. Ongoing updates and improvements ensured that the tool remained relevant and aligned with the company’s changing needs.

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Copyright 2025 by Aleksandrs Resetnikovs

Copyright 2025 by Aleksandrs Resetnikovs

Copyright 2025 by Aleksandrs Resetnikovs