A no-code B2B platform for building apps and workflow automation on top of ERPs & Saas

Role: Product Thinking, UX/UI Design, Dashboard Design

Year:

2023

Overview

CRM and ERP tools are crucial for managing business data, with about 90% of organizations using CRM and the ERP market expected to exceed $49.5 billion soon; integrating these platforms optimizes critical business processes.

CRMs aid in managing customer relationships across sales, support, marketing, and customer success teams, facilitating access to client information, note-taking, file uploads, reporting, and actions like email sending. ERPs handle day-to-day tasks, especially in finance, encompassing accounting, procurement, risk management, and supply chain management activities.

The audience

Target Audience: IT professionals, developers, and businesses looking to streamline data and system integration processes without extensive coding knowledge.

Re-design and design Engini platform

Redesign Reasons for Engini Platform:

The problem:

Complexity and Confusion:

  • The platform's complexity led to user confusion and frustration.

  • Unclear design elements made navigation difficult.

  1. Inconsistent Typography:

    • Different fonts and sizes were used inconsistently throughout the software, affecting readability and visual coherence.

  2. Irrelevant Information:

    • The platform contained numerous irrelevant elements and information, distracting users from their tasks and workflow.

  3. Lack of Logical Flow:

    • Users could create workflows in various directions without a clear rationale, leading to inefficiencies and confusion in task execution.

  4. Need for Clear Navigation:

    • Simplifying menus and options was necessary for creating a more intuitive and user-friendly navigation experience.

  5. Improving Visual Cohesion:

    • Updating visual elements such as color schemes, icons, and layouts was essential for a more cohesive and aesthetically pleasing interface.

The solution:

Simplify Navigation:

  • Restructured menus and options for streamlined access to key features, reducing complexity and improving user understanding.

  1. Standardize Typography:

    • Implemented consistent font styles and sizes across the platform for improved readability and visual coherence.

  2. Remove Irrelevant Information:

    • Conducted a thorough review and removed unnecessary elements and information to declutter the interface and focus on relevant user tasks.

  3. Implement Workflow Logic:

    • Introduced logic checks to ensure users create workflows in logical directions, promoting efficiency and task clarity.

  4. Visual Overhaul:

    • Updated color schemes, icons, and layouts to create a visually appealing and cohesive interface, enhancing user engagement and satisfaction.

  5. User-Centric Design:

    • Conducted user testing and feedback sessions to iteratively improve the design based on user preferences and pain points, ensuring a user-centric approach throughout the redesign process.

Research

Competitive landscape:

In our research, we identified competitors such as Zapier, Microsoft Power Automate, and Workato in the workflow automation market, highlighting the need for a comprehensive no-code solution with robust integration capabilities to address common pain points faced by users while differentiating our platform from existing offerings.

Opportunities Identified:

  • Demand for simplified workflow automation solutions to improve productivity and efficiency.

  • Growing interest in no-code/low-code platforms among non-technical users.

  • Need for seamless integration capabilities across different software and systems.

Challenges Faced:

  • Complex data and system integration processes requiring extensive coding expertise.

  • Time-consuming manual workflows for data management and system integration tasks.

  • Lack of flexibility in adapting to changing business requirements due to rigid coding-based solutions.

Solution

Introducing a No-Code Workflow Automation Platform: The solution is a no-code workflow automation platform designed to empower IT professionals, developers, and businesses to streamline data and system integration processes without extensive coding knowledge. Key features include:

  • Pre-built connectors for seamless integration with popular software and systems.

  • Automated data mapping and transformation capabilities.

  • Real-time monitoring and analytics dashboard for insights into workflow performance.

  • Collaboration tools for teams to work together on workflow design and implementation.

UI Design

Upon clicking the Add Workflow button on the home screen, a floating window appears, presenting users with two choices:

  1. Use Template:

  2. Create Custom Workflow:

Hover mode

The menu opens sideways allowing easy navigation. This is what the menu will look like when user is on the home screen.

Icons


Home Screen Dashboard:

The Engini home screen presents a comprehensive dashboard showcasing key metrics such as Monthly Workflow runs, Active Workflow Connection count, and Monthly activity count. It offers intuitive drill-down options for exploring Workflow fundamentals including Triggers, Actions, and everything in between, providing users with a seamless and insightful user interface experience.

Triggers and Action cards

Triggers and action cards are fundamental concepts in workflow automation:

  • Triggers are events or conditions that start automated processes, such as receiving an email or a scheduled time.

  • Action cards are the tasks or actions performed automatically in response to triggers, like sending emails, updating databases, or triggering notifications.

For example, in an e-commerce system:

  • Trigger: New order placement.

  • Action Cards: Sending confirmation emails, updating inventory, notifying the warehouse, generating invoices, and sending follow-up emails.

Benefits include increased efficiency, consistency, scalability, and visibility into process execution. Popular automation platforms like Zapier and Integromat use these concepts to simplify automation for users without extensive coding knowledge.

WorkFlows

This is how all of the features we listed appear on the main screen:

History screen

The History Screen in Engini's platform provides users with a comprehensive view of their workflow history, allowing them to track and manage past runs effectively.

Add field

Final thoughts

The no-code workflow automation platform has revolutionized how IT professionals, developers, and businesses approach data and system integration tasks. By eliminating the need for extensive coding, teams can focus on innovation and strategic initiatives, ultimately improving productivity and time-to-market for projects. The intuitive user interface and robust features make it accessible to a wide range of users, democratizing automation capabilities across organizations. As businesses continue to digitalize and automate processes, platforms like ours play a crucial role in driving efficiency and competitiveness in today's dynamic market landscape.