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Case study

Rethinking digital invoicing & creating a design system

I worked on the redesign of the invoicing module for which I made interactive prototypes and the design of the Teamleader Marketplace. I also helped with the overall redesign of Teamleader.

Rethinking digital invoicing & creating a design system for Teamleader

About

Project for Teamleader where I worked as a Product Designer between Feb 2017 and Oct 2017. I worked on this project for about 2 months.

My responsibilities

  • UX & UI design

  • Prototype development

  • Assist user testing

  • Visual Design

Tools

  • Sketch

  • Abstract

  • React prototype

  • GitHub

Overview

Teamleader is a SaaS scale-up founded in 2012. They offer an all-in-one platform for CRM, sales, project management and invoicing, helping more than 11,000 SMEs work smarter.

Project

I started at Teamleader as the only designer, as the previous designer went for a different role in the company. I had the opportunity to work on different new features and start with setting up a design system.

This is an non-exhaustive overview of projects I did at Teamleader:

Teamleader Marketplace

I designed the Teamleader Marketplace from scratch, a central platform that allows users to browse through all available integrations with Teamleader.

Invoicing

Another significant project I had the chance to work on was the redesign of Teamleader's invoicing module. Back then, users reported a lot of problems with that module. My task was to redesign the module to make it more user friendly and accessible.

Calendar and time-tracking

Time-tracking is a crucial feature of Teamleader. The goal was to make it easy to track time and to provide insights.

Teamleader CRM visual

Design System

When I started working for Teamleader, the UI wasn't consistent at all, there was no single source of truth, it looked outdated and there were a lot of accessibility issues. The redesign of the invoicing module was an an opportunity for me to completely rework Teamleader's interface and start building a design system - what eventually became Teamleader Ahoy.

Coded prototype

I've made multiple realistic prototypes (based on screens I designed) in code that feel real to the user. I've started creating prototypes in code (from - React - components) because of the confusion some users had when conducting user tests with image-based prototypes. Users usually felt lost when doing these tests: "why can't I click here", "why can't I select a value", ... In my experience, building prototypes in code with a design system that is in sync with the codebase, is much more time efficient.

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Bulk actions on the invoice lines in the initial interactive prototype I made.

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Some invoice line micro interactions that I designed directly in code (React).

Process

You can read more about my process on Intuo's Conversation Redesign case study.

End result

Here is an overview of some screens I designed for Teamleader, divided per category.

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First iteration of the new invoicing overview design and the redesign of the Teamleader interface.

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Final iteration of the new invoicing overview design and new visual language.

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Style guide of Teamleader, the first step towards Teamleader's new design system.

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Create a new invoice.

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Detail view of an invoice.