A system for analyzing profitability for customers and employees
2023 |
The system that calculates various profitability analyzes of the company's customers and employees according to employee attendance reports and general profit percentages.
Team Members
Product Designer (Me)
Product Manager
Backend Developer
Front End Developer
Tools I Used
Figma
Excel
Scope of Work
Research, User Interviews, Wire framing,
Prototyping, Usability testing, UI Design.
The Challenge
The goal was to create a system that simplifies time tracking by employee and by project, in a complex environment with multiple tasks, shifting workloads, and recurring reporting errors.
Managers needed accurate oversight, and employees needed a quick, clear way to log their hours—with reliable, real-time data.
"
There is a need for convenient platform for customer profitability analysis.
The Users
The system is designed for two main user types:
User research
Research shows that company managers who work for multiple clients analyze the client's profitability by using Excel sheets or outdated systems with poor user interface or costly brand new systems that are over-complicated and confusing with unnecessary tools.
%201.png){kind=small}
30 studies completed by different company owners
%201.png)
10 interviews with people involved in the field
Main problem:
Time reports were often inconsistent or inaccurate, leading to lack of visibility, project delays, and inefficient resource management.
Market Research
As part of the research phase, I analyzed several existing solutions for time tracking by project and employee. While many tools offered basic tracking features, most lacked real-time visibility, intuitive UX, or the ability to filter performance by specific parameters like employee, client, or project. These gaps made it difficult for teams to get actionable insights or optimize productivity. This led me to design a more focused and user-centered solution.
The Solution
I designed a user-friendly system that enables both employees and managers to track and analyze work hours in real time. The solution simplifies reporting for employees while providing managers with clear, filtered insights by project, team member, or client. With smart automation, error prevention, and intuitive UI, the system improves accuracy, saves time, and increases transparency across the organization.
Final Designs
Entering hours
1. You can upload an Excel file and the system will automatically load the hours
2. The possibility of deletion and editing will be given only after clicking on 3 points, to avoid overloading the table.
3. Adding a new activity line
Previous reports
Option to search for previous reports according to specific parameters,
In order to avoid overloading the screen, there is an option for an extended search by pressing the button.
Locating a customer
2. Option to add a new customer
1. A general profitability analysis bar of customers in Sanion by years
Customer card
1. Clicking on a certain lines will open the customer's details on the right side
2. Clicking on an employee's name will open an employee profile screen.
Employee details
The employee's details.
Edit option for admin only.
Employee details
On the screen there is an option to view profitability analyzes in a graph display according to employees or customers divided into two different tabs
.jpg)
Colors & Typography
This project taught me how crucial it is to align user needs with business constraints, and how small UX improvements can save hours of work.
THANKS FOR JOINING ME!
