Client
eTask Pro
Industry
Information Technology (IT)
Company Size
50+ employees
Website
etaskpro.com
Location & Branches
Dubai, UAE, Calicut, Qatar, Bahrain, Oman, Saudi Arabia
eTaskPro is a UAE-based IT solutions provider specializing in enterprise hardware, networking, cybersecurity, and custom ERP software. With branches across the GCC and India, the company partners with top global tech brands to deliver high-performance, scalable, and secure solutions. Since its rebranding in 2020, eTaskPro has focused on empowering businesses through innovative, future-ready technology tailored to enhance operational efficiency and growth.
The design goal for the eTaskPro Financial Management module’s Outward Invoice feature was to create an intuitive and efficient invoicing system that seamlessly integrates with the broader ERP platform, enabling small to medium-sized businesses to manage financial transactions with ease. The focus was on designing a listing page to provide a clear overview of invoices and a form page to simplify invoice creation and editing, both optimized for user productivity and accessibility. The target audience comprised business owners, freelancers, and accountants in industries such as retail, logistics, and healthcare, who rely on eTaskPro for streamlined financial operations. These users required a solution that minimized complexity, supported mobile access, and aligned with the platform’s promise of customizable, user-friendly financial reporting. The design aimed to enhance workflow efficiency, ensure data clarity, and maintain a professional aesthetic consistent with eTaskPro’s brand.
User research was conducted to understand the needs of eTaskPro’s diverse user base, involving interviews with eight small business owners and freelancers, supplemented by surveys from existing eTaskPro clients. Insights revealed that users valued speed and simplicity in invoicing, often citing frustration with overly complex interfaces or slow workflows in other tools. They emphasized the need for a centralized invoice overview with robust filtering options and a form that reduced manual input through automation, such as auto-generated invoice numbers or pre-filled client data. Mobile accessibility was critical, as many users managed finances on the go, particularly in dynamic sectors like logistics. Accessibility concerns, including high-contrast visuals and keyboard navigation, were also raised. Competitive analysis of tools like Sage Intacct and QuickBooks underscored the importance of real-time feedback, clear visual hierarchy, and customizable reporting, which informed the design’s focus on usability and flexibility.
The design process adopted a user-centered methodology, starting with low-fidelity wireframes in Figma to define the structure of the Outward Invoice listing and form pages. The listing page was designed as a responsive table with search, filter, and sort functionalities, while the form page included sections for invoice details, client information, and dynamic line items. Initial wireframes were tested with four users, leading to adjustments like adding color-coded status badges for quick invoice tracking and a sticky footer for form actions. High-fidelity designs were developed using a design system tailored to eTaskPro, featuring a professional color palette of blues and greens for trust and clarity, the Inter font for legibility, and an 8px grid for consistent spacing. Reusable components, such as buttons, inputs, and badges, were created in Figma’s component library to ensure scalability. Interactive prototypes simulated flows like filtering invoices or creating a new invoice, validated through usability testing with three users to confirm intuitive navigation. Accessibility was addressed by meeting WCAG 2.1 AA standards for contrast and incorporating ARIA labels. Mobile optimization transformed the table into a card layout and simplified the form for smaller screens. For developer handoff, design tokens were exported as CSS variables, and interactions were annotated in Figma, ensuring seamless implementation.
The eTaskPro Outward Invoice feature delivered a streamlined and user-centric invoicing experience, empowering small to medium-sized businesses to manage financial transactions efficiently within the Financial Management module. The design addressed user needs for speed, clarity, and accessibility, with features like dynamic filters, automated form fields, and a mobile-friendly interface enhancing productivity. Usability testing confirmed the effectiveness of the clear table layout and intuitive form, while the cohesive design system reinforced eTaskPro’s professional brand. This project highlighted the power of iterative design and user feedback in crafting impactful SaaS solutions. Future enhancements could include AI-driven invoice forecasting or payment gateway integrations to further elevate functionality. This work demonstrates my ability to design intuitive, scalable, and aesthetically refined interfaces that balance user needs with technical precision, contributing to eTaskPro’s mission of delivering innovative ERP solutions.