MilestonePay
A UX and UI transformation.
MilestonePay is a SAAS designed to help freelancers and small businesses manage their clients and the entire workflow from tender to payment.
My Role: UX, UI
Project Type: Website
Tools: Figma, Slack, Trello, Miro, FigJam +
The Brief
MilestonePay provided the following brief and objectives
“The purpose of this project is to build a tool to help our users (Freelancers and Small Business Owners) create a workflow for their customers to seamlessly automate their interactions, increase customer communication and satisfaction by reducing back of house operations (Invoicing, Document generation, Project management, etc.) and systemise their business in a quick and easy way.”
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To prototype a tool for businesses to build a workflow that guides their customers from the start of a project to the end lifecycle of a flow.
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Research and insights on which customer pain points are most suitable for automation.
Customer personas
UX solution flow. E.g. screen flow of platform for automation.
Interactive prototype
Journey map
Solution/concept definition
What is the idea
What problems it will solve
How it works
The Results
My team and I developed a multi-faceted solution to the provided brief and problem space, the final solution is available at www.milestonepay.com .
Navigation Panel: The first aspect of our solution was to redesign the limited side panel into a comprehensive yet intuitive navigational panel, allowing users to easily navigate the platform.
Progress Board: A KanBan-inspired task management tool was designed to assist freelancers and small businesses in managing multiple clients and tasks, allowing them to organise each task by what stage it is at and add further tasks.
Calendar Board: To allow users to manage multiple clients, tasks, and projects the team and I designed a Gantt-inspired chart that seamlessly switched from a KanBan and Tile view.
Project Board: The third view that works in conjunction with the Progress and Calendar view, the project board view, in which users can arrange their individual projects into sequenced segments and timelines, with each ‘milestone’ such as payments, contracts, and handovers signified by specific tiles.