QAD Mobile Inbox
How might we enable our customers to more easily review their tasks and notifications when away from the office?
Roles & Responsibilities
UX Designer, user research, prototyping, testing
Duration
Oct 2020 - Aug 2021
The Problem
The web based ERP already had an Inbox with both Tasks and Notifications, but this experience needed to now be designed for the new Mobile App experience. Customers would need to be able to perform the same functions but in a mobile format, such as: Approving requests, denying requests, adding comments, viewing notifications, and navigating from the notification to the relevant record.
The Solution
The QAD Mobile Inbox feature was designed as a streamlined mobile form factor that allows customers to carry out all of the same Inbox functions as the Web application but on the mobile app.
Understanding the User
Requirements were gathered by reviewing existing use cases with Product Managers, as well as identifying current pain points that could be improved upon. Certain roles were identified as the expected primary users of the mobile app.
Defining the Problem
To begin the design process, we identified critical Roles and which tasks they would need for the mobile app by use of Red Routes. We identified the most common Inbox Approvals needed and the frequency of the tasks.
Working with our product teams, we developed storyboards relating to the use cases that would be most commonly needed for the mobile app and the inbox.
Prototype Designs
After clicking on Inbox icon, user is brought to their Inbox and can choose Tasks or Notifications.
Testing
While using the Mobile Inbox, it was possible for users to click on a notification and be brought directly to that record. For this particular interaction, we had to determine what was the expected back button behavior: Would the back button take you back to the Inbox, or to grid that the record came from? I created an internal A/B survey to get feedback from others at QAD.
Back button goes to grid.
Back button goes to Inbox.
Through the internal survey we were able to determine that most users expect the back button to take you back to the grid.