Sofia: UI/UX design, Design System

Challenge

Our designers team delved into understanding our clients' needs and made an intriguing observation: each client had unique preferences for managing their data. However, amidst this diversity, a common thread ran through their dashboard ideas. Recognizing this pattern, we decided to create a universal template that could seamlessly accommodate the individual needs of each client. This initiative not only streamlined our company's processes but also ensured efficiency across all projects.

Exploring the Problem

As we started our research, our team identified two primary challenges that required resolution:

Making the template suitable for different clients:
We needed to create a structure that could work well for a variety of businesses.

Keeping it customizable:
At the same time, we had to ensure that clients could tweak the template to suit their individual needs.

Interview

In our quest to refine our data management solution, we reviewed the input from our loyal customers. Using their feedback as a guide, we conducted interviews with new clients, keen to grasp their specific requirements.

Here are the key statements we noticed:

Accessible Information:

Customers prioritize a dashboard that's easy to navigate and visually appealing, catering to users of all levels while reflecting their brand identity.

Customizable Features:

They seek a template with customizable fields and automated workflows to streamline data management tasks, adapting to their evolving business needs.

Compliance and Security:

Dashboards must adhere to GDPR and HIPAA regulations, ensuring stringent data security while embodying a modern, user-friendly design.

Information Architecture

In preparation for our design endeavor, we embarked on a thorough analysis of our past projects and engaged in insightful interviews with clients. Having meticulously crafted a variant of the information architecture, we had obtained invaluable insights essential for initiating the design process effectively.

Foundations: system and tokens

As we laid the foundations for our project, our first step was to create a comprehensive design system with a token-based approach to ensure consistency and scalability. It featured responsive grids, a curated color palette with primary, secondary, and semantic colors, and reusable UI components and modular elements. Design tokens managed colors, typography, spacing, and border radii, providing a single source of truth for styling. This streamlined development, ensured visual consistency, and enabled quick customization for various user needs.

Widgets

With our design system established, we began compiling a list of essential widgets. We carefully considered user needs and industry standards to ensure that each widget would enhance functionality and user experience. Our goal was to create a straightforward yet versatile collection that would streamline data management tasks and provide valuable insights for users across different business scenarios.

Dashboard

By putting the system design and widgets together, we came up with several main variations of the page, but during the review process we focused on this:

Customizable Profile View

We created a flexible template tailored to most clients, speeding up dashboard creation while ensuring consistency. Our theme includes 45 pages and has been downloaded over 227 times, proving its popularity and reliability.

/profile

Typography Showcase

The Typography page showcases a variety of type styles available for the theme, offering users a comprehensive overview of text options for their CRM interface.

/core

Layout Control

The Grid page provides users with insight into the grid system, including grid options and sample code snippets, enabling seamless customization and layout control for their CRM interface.

/core

Streamlined Notifications

The Notifications page presents layout options, notification types, and examples for streamlined notification management

/ui elements

Card Gallery

The Cards page in Sofia CRM features a variety of card designs, providing users with diverse options for displaying information effectively and aesthetically.

/ui elements

Table Style Showcase

The Tables page features a range of table variations, empowering users to select the most suitable format for presenting data efficiently and comprehensively

/ui elements

Visual Data Insights

The Charts page highlights a variety of chart types, giving users powerful visualization tools to analyze and interpret data effectively

/ui elements

Invoice Layout

The Invoice page displays a professional and customizable invoice layout, offering users a clear example of how invoices can be presented for their business needs.

/ui elements

Image Gallery

The Gallery page offers users a visually appealing showcase of images, providing an organized and immersive experience for browsing and viewing multimedia content.

/ui elements