<aside> 💡 About the company: Tranzact is an ERP software solution for Indian manufacturers and traders. The current platform they have is not very user-friendly, and since the platform has many features and functions, having a seamless user experience becomes a very significant aspect of user retention.

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About the project

Since the platform was already live and has many features, we decided to implement new updates on a module basis so that old users who are accustomed to the system do not feel a sudden change and are left confused, and all users can see newer updates and have enough time to process and learn the newer systems one module at a time.

The Problem

Challenge Faced:

• The problem that occurs on the current platform is that many users are dropping off during the onboarding process, and the users who have completed onboarding are having difficulties finding their desired features on the platform.

🛑  Drop off during onboarding 🛑  Lack of trust in the platform 🛑  Information was not at all clear and the dashboard UI was very confusing. 🛑  Lack of essential features

Understanding the target audience

Tranzact's target audience is most likely Small and Medium-sized Enterprises (SMEs).

Here's why:

Focus on ease of use and affordability: Tranzact emphasizes its user-friendly design and cost-effectiveness, both of which are crucial for SMEs with limited budgets and technical expertise.

Features address common SME needs: The software offers functionalities like real-time inventory control, automated reordering, and wastage control, which are all significant challenges faced by SMEs.

Marketing materials target SMEs: Their blog posts and website content specifically mention benefits for small business owners and managers in larger organizations overseeing SME operations

Design Process