Building a Seamless Upload Field Mapping Module for Titan

Introduction

In the fast-paced world of enterprise resource planning (ERP) software, streamlining data management processes is crucial for businesses seeking efficiency and accuracy. Titan, a leading ERP solution, recognized the need for a new Upload Field Mapping Module to enhance data importing capabilities for their clients. As the Design Manager overseeing this project, my primary goal was to create a user-centric and intuitive solution that met the unique requirements of Titan’s diverse user base. Through extensive user research and interviews, our team gained valuable insights that guided us in building a module that exceeded expectations and streamlined data management for Titan users.

Understanding the Challenge

The existing data import process in Titan posed challenges for users due to its complexity and lack of customization options. Users often faced difficulties mapping their data fields to the appropriate fields in the system, resulting in errors and data inconsistencies. This led to frustration, increased manual data entry, and reduced efficiency for Titan’s clients.

To address this challenge, we embarked on a journey to build a new Upload Field Mapping Module that would empower users to import their data seamlessly, aligning with their unique needs and data formats. The success of this module relied on comprehensive user research and a deep understanding of Titan’s user base and their specific requirements.

User Research: Uncovering User Needs

Our first step was to conduct extensive user research to gain insights into the pain points, preferences, and needs of Titan’s users. Through surveys, interviews, and usability tests, we connected with a diverse group of users, ranging from small businesses to large enterprises across various industries.

One common theme that emerged from the research was the need for flexibility in data mapping. Users emphasized the importance of mapping data fields in a way that made sense to their unique workflows. Additionally, many users expressed a desire for real-time validation during the mapping process to ensure accuracy and reduce errors.

Designing the Upload Field Mapping Module

Armed with valuable user insights, our team began the design phase with a clear vision of what the new Upload Field Mapping Module should achieve. The module’s key objectives were:

  1. Flexibility: Provide users with the ability to map their data fields in a way that aligns with their specific data formats and requirements.
  2. Real-time Validation: Offer real-time validation during the mapping process to identify and resolve data mapping errors on-the-fly.
  3. Intuitive Interface: Create an intuitive and user-friendly interface that simplifies the data mapping process, reducing the need for manual intervention.
  4. Customization: Allow users to save and reuse field mapping templates for future data imports, saving time and effort.

Iterative Design Process

To ensure the success of the Upload Field Mapping Module, our team adopted an iterative design process. We created low-fidelity wireframes and prototypes to gather feedback from stakeholders and users early in the development cycle. This allowed us to validate our design decisions and incorporate user feedback into subsequent iterations.

Throughout the design process, we conducted usability tests to validate the module’s usability and user-friendliness. Usability testing involved observing users as they interacted with the prototypes and collecting feedback on their experience. This iterative approach allowed us to refine the design continuously and address any usability issues before finalizing the module.

Collaboration with Development Team

As the Design Manager, I fostered a collaborative environment between the design and development teams. Frequent communication and regular meetings allowed for seamless integration of design decisions with the development process. Our close collaboration ensured that the final product aligned with the initial design vision and met the technical requirements of the development team.

Final Product: A Seamless Data Importing Experience

After several design iterations and collaborative efforts, we successfully delivered the new Upload Field Mapping Module for Titan’s ERP solution. The final product achieved all of our key objectives:

  1. Flexibility: The module allowed users to map data fields in a way that suited their unique data formats and workflows.
  2. Real-time Validation: Users received real-time feedback during the mapping process, identifying and resolving data mapping errors instantly.
  3. Intuitive Interface: The module’s user-friendly interface simplified the data mapping process, reducing the need for manual intervention and training.
  4. Customization: Users could save and reuse field mapping templates for future data imports, saving time and effort.

User Feedback and Success Metrics

Following the module’s release, we conducted a post-launch user survey to gather feedback from Titan’s clients. The response was overwhelmingly positive, with users praising the module’s user-friendly interface and flexibility in data mapping. Additionally, support tickets related to data import errors reduced significantly after the module’s implementation, indicating improved data accuracy and efficiency for Titan’s clients.

Furthermore, key success metrics revealed a notable increase in the adoption rate of the Upload Field Mapping Module. Clients who previously avoided data imports due to the complexity of the process now embraced the module as an essential tool in their data management workflow.

Conclusion

The successful development of the Upload Field Mapping Module for Titan’s ERP solution exemplifies the value of user-centric design and collaboration in building transformative software solutions. Through extensive user research, iterative design, and close collaboration with the development team, we delivered a module that streamlined data importing, enhanced user experience, and exceeded client expectations.

Description

  • LINQ

I showcase my role as the Design Manager overseeing the development of a new Upload Field Mapping Module for LINQ's ERP system. The goal was to create a user-centric solution that streamlined data importing and aligned with the unique needs of Titan's diverse user base. Extensive user research, interviews, and usability tests were conducted to gather insights and validate design decisions. The iterative design process and collaborative approach with the development team ensured a seamless integration of design and functionality. The final product received overwhelmingly positive feedback from users, resulting in increased adoption and improved data accuracy for Titan's clients.