UFM Case Study
Client & Project Overview
UFM is a platform built to provide innovation digital solutions for its clients (business / institutions). The goal was to create a system that enhances operational workflows, improves efficiency, offers insight via dashboards and automations, and integrates multiple services into one platform.
Challenges / Needs
- Disparate tools: UFM’s clients were using multiple systems for operations, monitoring, and reporting, leading to inefficiencies.
- Need for unified dashboards to give real-time visibility into key metrics.
- Manual workflows that were time-consuming and error-prone.
- Need for better user experience: ease of use for non-technical users.
- Integrations: pulling data from different sources/tools, possibly automating tasks.
- Scalability: system should handle growth, more data, more users, more modules.
Goals & Objectives
- Build a centralized platform to manage and monitor operations / services.
- Provide dashboards & data visualizations for decision makers.
- Automate frequent and repetitive tasks to reduce manual effort.
- Ensure the system is intuitive, responsive, with good UX so adoption is high.
- Integrate with existing tools or data sources.
- Build modular architecture so future features can be added smoothly.
Role & Scope
- Requirement gathering & stakeholder interviews to understand specific workflows and metrics.
- System architecture & backend implementation: data ingestion, processing, storage.
- Front-end/dashboard design: visualizations, charts, reports.
- Automation / workflow engine: task triggers, status updates.
- Integration with data sources / third-party tools.
- Testing: functionality, performance, UX across devices.
- Deployment, onboarding, maintenance.
Solution & Key Features
- Unified Dashboard: KPI tracking, visual summary of important metrics.
- Workflow Automation: Automate approval flows, notifications, status updates, periodic tasks.
- Reporting & Analytics: Charting, trend analysis, exportable reports.
- Integration Layer: Connect with external data sources or APIs.
- User Management & Roles: Different levels of access for admins, users, viewers.
- Responsive Design: Web interface that works well on desktop / tablet / mobile.
Challenges & How We Overcame Them
- Dealing with many data sources in different formats: built normalization & standardization pipelines.
- Ensuring performance with heavy dashboards / data loads: optimized queries, caching, efficient rendering of charts.
- Managing user roles & permissions carefully to maintain data security.
- Getting user buy-in: training sessions, demo feedback, iterating UI based on feedback.
Design & UX Approach
- Clean, minimal design with visual clarity: charts, color-coding, alerts.
- Prioritize usability so non-technical users can find what they need.
- Mobile responsiveness & fast load times.
- Clear feedback (errors, confirmations, status) throughout workflows.
Results & Impact
- Improved visibility: decision-makers now see key metrics in real time.
- Time saved: reduction in time spent on manual reporting/workflows by X%.
- Increased user engagement / adoption across teams.
- Fewer errors / delays in tasks / processes.
- Scalability: platform handling more modules / users without major issues.
Key Learnings & Future Enhancements
- It’s important to build for scale from Day One (data size, user load).
- Early and frequent stakeholder feedback helps refine what dashboards or metrics are most useful.
- Balance between feature richness and usability: more doesn’t always mean better.
- Future enhancements might include mobile apps, more advanced analytics (forecasting, predictive), more third-party integrations, alerts / notifications improvements.
Visuals / Assets Ideas
- Dashboard screenshots : home / dashboard, key charts/ trends.
- Workflow diagrams : how data flows, how automations trigger.
- Before vs after metrics graphs: time saved, error reduction etc.
- Responsive views: show mobile vs desktop dashboards.