Revamping
the user interface of
a SaaS Product
CTO, Jointflows
As a Software as a Service (SaaS) company, Jointflows aims to help people streamline their project management process at the end of a sales cycle.
From organizing the internal sales process to making sure every related aspect is maintained before signing a new contract- Jointflows mitigates and streamlines the overall process to ensure a successful project closure.
Mathieu Lavedrine, the CTO of Jointflows wanted to revamp the user interface and make the product more accessible to the audience. We started by focusing on the three main goals so that redeveloped user interface (UI) should:
Allow all user interactions to organize and manage their documents
Take care of everything that takes place at the end of the sales cycle
Streamline the closing process to prevent wasted time, effort, and revenue
As recommended by Mathieu, we selected React.js to revamp the UI of Jointflows. We set up the Redux library (v17.0.1) to manage the states between the components of React and utilized Material UI to design the UI and functionalities of the app.
We also started redeveloping the app for both Windows and Mac by adhering to its workflow and by using the mentioned tools and technologies.
Programming Language and Technologies:
JavaScript
HTML
CSS
XML
Testing Framework:
JEST
React Testing
Library
Integrated Development Environment:
VS Code
By using the preferred technologies, our developer was able to fast-track the revamping process. This also included creating key pages to enhance the accessibility of the software.
Therefore, to reach the target goals, we had to ensure the following milestones were successfully implemented:
Our developer curated a home or landing page that provides an overview and analysis of ongoing, upcoming, and completed projects and their related tasks quarter-wise.
These pages provide visualization of data in tabular and graph formats. It helps the users to interact with their daily progress and manage priorities of projects and tasks through customized dashboards and tables.
This page facilitates how users can interact and manage their tasks and documents. From this module, users can create, read, update and archive the data, documents, templates, users, etc., as per their requirements.
Our developer also incorporated various features in Jointflows such as multi-factor authentication, quarter-wise dashboard customization, Gantt chart view, bar graph view and area graph view of ongoing, upcoming, and completed projects, dedicated support page with FAQs and live chatBot agent, access of projects and tasks to external assignees, management of user roles and their access, etc.
We were able to provide the client with the desired result with Jointflows. Along with a functional UI, we also incorporated various features to simplify the software for users. People using this SaaS product would now be able to easily accelerate their sales cycle and close deals faster which can help them to generate more revenue.
We also ensured the relaunching phase went smoothly. From creating sub-pages for the company homepage to tweaking the software as per feedback, our developer went above and beyond to make sure every client requirement was successfully implemented.
Skills:
JavaScrip
HTML
CSS
Node.js
XML
React.js
Redux
Material UI
Next.js
Despite having only 5 years of experience, Rashid has worked on multiple mobile app and UI development projects.
