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CABSOL is an accounting software that helps manage key financial tasks like payments, receipts, budgeting, reports, and document storage. The platform handles large amounts of data and complex processes, but the goal is to make financial work easier and more organized for different types of users.
To deliver a comprehensive redesign of the existing software to improve user experience, visual design, and overall functionality, aligning the product with current user needs and business goals. This includes user research, UX/UI redesign with modern visuals and accessibility, feature optimization, collaboration with stakeholders, iterative design improvements, and thorough handoff with documentation to support development.
I served as the Lead Product Designer on this project, overseeing a two-person design team comprising me and a design intern, whom I also mentored throughout the process.
Product challenges
CABSOL’s initial focus on serving public sector institutions shifted to include private sector clients due to strategic considerations such as development costs, partnership opportunities, and the need for early adoption. While this broadened market approach supported business growth, it introduced significant complexity. The differing requirements of public and private sector organizations, ranging from reporting standards to deployment and configuration, have placed considerable strain on the product. In addition, the ongoing incorporation of client-specific feature requests without a formal change management process has led to architectural instability and design inconsistencies, making it increasingly difficult to maintain, update, and scale the application effectively.
Internal challenges
We held multiple sessions over an extended period to clarify the product vision and align on key decisions. One of the early challenges in designing the application was the difficulty in reaching a clear consensus on how the product should function. I collaborated closely with stakeholders across management, the product team, and accounting, but decision-making was often fragmented, leading to frequent iterations and shifts in direction.
Risks
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| Phase | Description |
|---|---|
| Analysis of CABSOL | Evaluation of the current system to identify weaknesses, inefficiencies, and areas for improvement. This insight will guide the revamp strategy. |
| CABSOL Re-design | Enhancing the existing system by refining the architecture, redesigning the UI, improving core features, optimizing performance, and addressing user feedback. |
| Testing | Rigorous quality assurance, including functional, regression, performance, security, and user acceptance testing, to validate the system’s reliability and readiness. |
| Deployment | Rolling out the revamped version of CABSOL for use, following successful testing and final review. |
To begin the redesign of CABSOL, I conducted a thorough UX audit of the existing platform, systematically testing what aspects were effective and identifying areas that needed improvement. Since direct user interviews were not possible, I closely engaged with internal stakeholders to gather insights into the challenges they had encountered and the feedback they had received from users. I compiled these findings into a comprehensive research document to guide the redesign process. Additionally, I analyzed competitor products, such as Wave, which serves a similar function in foreign markets, to identify best practices and opportunities. Importantly, I studied the distinct design needs of both public and private sector users to ensure the new design would effectively serve the diverse requirements of both groups.
Find additional data on my UX findings and strategy here ‣