The MVP addressed the flow when a new user enters the product and choose a business template then check the auto-populated services.

Once the user flow was approved, a quick card-sorting session was done with the client and close friends to confirm the main components in the main navigation bar. Even though the client had a list of what they needed in the main navigation for the MVP, I still promoted them to think and confirm it during the card-sorting session. 

It was clear after the session that even though the users can access the jobs through their schedule page, they still need a place to view all their jobs including the past ones.

The competitive analysis was done a little differently from what is usually done.

I set up a session with the client to go through a few similar platforms, picking up what he likes/doesn’t like, and how we should do differently. It was very efficient to align the design goals quickly and really understand some of the pain points. There were several B2B platforms we went through: Jotform, ZenBooker, and Jobber.

Wireframes were created to validate the layouts and flow.

To save time, I performed fast testing sessions with clients and friends. Meanwhile, I did design audits prior to and after that. Some improvements were made based on the preferences and information gathered.

The client didn't have a design system to work with. They only created logos at that stage.

So I built a simple UI library just to make sure the prototype is consistent. I selected the theme color from the logo, and created a few shades of black and grey to maintian the simple and clear look.

Before deciding the final style, I did some exploration, too.

The decisions were made later by incorporating the feedbacks from the stakeholders.

The following shows the different CTAs with black or yellow theme. The yellow CTA was chosen for the lighter visual weight and it's themed color with the brand.

All the set goals were achieved through this design. 

For this project, that was the end. But if I had more time, there were a few things I would like to explore.

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Potential Areas to explore

• Dashboard for different businesses: Different businesses and different business owners might need different dashboards. It might be beneficial to research a few targeted businesses and know what metrics matter most to them on a daily basis. Potentially it could be a customizable dashboard with modular components.
• Onboarding or annotations: It could be still hard for first-time users to get a hang of it quickly. I want to explore how onboarding and tutorial tooltips impact how fast users understand the functionalities.
• The detailed informational architecture: There are detailed categories that should be validated, such as which categories are necessary for Jobs, which of them needed sorting, etc. I want to validate the more granular details.
• Validate other user flows: There are a lot of other user flows that are related to daily activities. For example, the flow of adding and then editing a job. I would like to further validate these flows with usability testing.

• Communication: The communication was clear and efficient. I spent time on knowing the user's and client's needs, such as setting up card-sorting sessions, and competitive analysis sessions. That not only led to design at meet everybody's needs but also prompted thinking even for the client. And I clearly communicated my timeline and milestones so that the timeline was ensured.
• Fast turnaround: I made sure the best possible things happen in time. The schedule is tight, so I creatively fastened the research process. Every deliverable was created fast and feedbacks were incorporated early and fast. It ensured the alignment and agility of the project.