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Leading Machining Manufacturer

UI/UX Design

I contributed to optimizing a machine repair scheduling flow through a focused, short-term design initiative.

The goal was to improve the existing process using Salesforce UI components while ensuring compliance with established operational regulations. My work involved analyzing the current journey and applying UX heuristics and design patterns to simplify and streamline the experience for field technicians.

By prioritizing user needs and aligning with existing business rules, we delivered a more intuitive, efficient scheduling flow that enhanced usability without disrupting regulatory or process requirements.

Challenges Identified

• The existing flow was cumbersome and unclear, leading to delays and user frustration.

• Technicians struggled with step complexity and unintuitive interface elements.

• Required adherence to strict business rules and compliance steps limited design flexibility.

• Limited timeline required a lean and focused design approach.

Approach

• Conducted a UX audit of the current scheduling flow using heuristic principles.

• Mapped the end-to-end technician journey to identify key pain points.

• Redesigned key touchpoints using Salesforce-native components to streamline navigation and task completion.

• Ensured all redesigns adhered to regulatory requirements.