Client
GoalEnvision
Role
Product Designer
Team
Cross-functional, including PM, UX designer,
stakeholders and developers
Development of a strategic planning platform
Skills
UI design | UX design | Platform design | Design System
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I had the privilege of creating digital experience for the GoalEnvision
Project Overview GoalEnvision is an innovative web platform designed to empower individuals and teams in setting, tracking, and achieving personal and professional goals. The platform is built around a data-driven, interactive framework that makes goal-setting more structured and actionable, promoting accountability, progress tracking, and personal growth. The mission of GoalEnvision is to transform abstract ambitions into clear, attainable goals through intuitive design and strategic functionality. Problem Statement Many existing goal-setting platforms lacked a structured process, often overwhelming users with too many options or failing to provide meaningful progress tracking. GoalEnvision aimed to fill this gap by creating a user-friendly platform that would simplify the goal-setting process while providing in-depth tracking and accountability features. Key challenges included: Balancing Complexity and Simplicity by providing advanced features without compromising on ease of use. Ensuring that users would remain engaged with the platform over time. Designing data visualization tools to help users see tangible progress on their goals.
Problem Statement
Traditional field service management involved extensive manual coordination, leading to inefficiencies, delays, and communication gaps between dispatchers and technicians. BuddyPro aimed to resolve these issues by providing a centralized platform where tasks could be managed end-to-end, from scheduling to completion. Key challenges included:
Ensuring Ease of Use for Field Technicians:
The platform needed to be intuitive for technicians with varying levels of digital literacy.
Optimizing Real-Time Communication: Enabling seamless communication and updates between field and office teams was essential to improve responsiveness.
Creating Customizable Reporting: Managers required a flexible reporting dashboard to monitor field metrics and performance indicators.
Goals
- Improve Task Discoverability Design an interface where users can easily browse and select relevant tasks based on time, location, and compensation.
- Simplify Navigation and Planning Provide both list and map views to support flexible task discovery and optimized routing.
- Enhance Task Clarity Make it easy to view key task details, including the type of service, distance, time slot, customer info, and description.
- Support Task Lifecycle Management Create interfaces for accepting/declining, starting, cancelling/rescheduling, and completing tasks, with reasons and notes.
- Facilitate Professional Documentation Enable Buddies to upload notes, photos, expenses, and mileage for accountability and support purposes.
Design Process. Research & Discovery:
I began with extensive user research, interviewing potential users and stakeholders to understand their pain points in current goal-setting methods and tools. I created personas and user journeys based on our findings, identifying key features that would address user needs, such as customizable goal templates, progress trackers, and collaborative goal-setting capabilities.
Ideation & Wireframing:
Based on the insights gathered, I collaborated with the team to sketch and wireframe potential solutions. We explored multiple layouts and flows to optimize usability and engagement. This phase included rapid prototyping in Figma to create low-fidelity wireframes, followed by user feedback sessions to refine our ideas.
High-Fidelity Prototypes & Visual Design:
After selecting the best concepts, I developed high-fidelity prototypes in Figma, focusing on clean, intuitive design and strong visual hierarchy. The design emphasized simplicity and ease of navigation, with clear calls to action, customizable goal settings, and visually engaging progress indicators.
Collaboration with Developers for Accessibility & Responsiveness:
Collaborating closely with developers, I ensured the platform was fully responsive for both mobile and desktop, meeting WCAG accessibility guidelines. Adjustments were made to improve color contrast, touch target sizes, and navigation to accommodate both the desktop dashboard and mobile needs of field technicians.
Testing & Iteration:
After completing the prototype, I led usability testing sessions with dispatchers and technicians to observe their interactions with the platform. Feedback helped identify areas for improvement, such as simplifying the task status update flow and refining notification alerts for critical tasks. Based on these insights, I iterated on the design to enhance clarity and reduce friction.
