Designing a construction ERP that users actually want to use

Designing a construction ERP that users actually want to use

Designing a construction ERP that users actually want to use

redesigning a construction ERP tool with improved flow and better user experience.

redesigning a construction ERP tool with improved flow and better user experience.

roles and responsibilities

roles and responsibilities

roles and responsibilities

My Role:

UX Designer

My Role:

UX Designer

My Role:

UX Designer

Duration:

8-10 months

Duration:

8-10 months

Duration:

8-10 months

Teams:

Research / UX / UI Teams

Teams:

Research / UX / UI Teams

Teams:

Research / UX / UI Teams

Project Management Tool

Project Management Tool

B2B

B2B

The beginning

The beginning

The beginning

This project involved redesigning a Construction Project Management Tool, an ERP software that supports end-to-end management of construction workflows. The engagement began with a clear objective: revamp the user experience and interface while keeping the existing backend infrastructure intact.


The scope was centered around improving usability, optimizing user flows, and modernizing the interface design to align with the needs of on-ground teams, project managers, and enterprise users.

Goals

Goals

Goals

The primary objective was to elevate the overall user experience by streamlining workflows and reducing cognitive load.

We aimed to:

  • Improve task completion efficiency by optimizing key user journeys.

  • Minimize manual inputs through thoughtful automation and smart defaults.

  • Redesign critical flows to align with real-world construction site processes.

The broader vision was to create a seamless and scalable tool that empowered users to focus on managing construction, not navigating software.

Research and findings

Research and findings

Research and findings

The research began with an in-depth understanding of the domain, the user groups, and current industry solutions.

We conducted a competitive benchmarking against leading Construction ERP tools. This helped identify gaps in user experience, missed opportunities, and patterns that resonated well in the industry.



We tested the existing platform by assigning users real-world tasks. The sessions were observed and timed, focusing on how efficiently and confidently users navigated through the interface.

Key findings included:

  • Information overload: Users were exposed to irrelevant data upfront.

  • Outdated interface: Visually cluttered and inconsistent design patterns.

  • Poor discoverability: Users had to dig through multiple layers to locate basic information.

  • Manual-heavy workflows: High dependency on repetitive data entry reduced efficiency.

These insights revealed clear opportunities to simplify and streamline the product experience.

our approach

our approach

our approach

Building on some initial directions provided by the research team, we started with using the existing toolkit in order to understand the processes and flows which helped in simplifying the journey.

Key Focus Areas

  • Information Architecture

: We simplified navigation by moving non-essential content to secondary levels, allowing users to focus on tasks with fewer distractions.

  • Interaction Mapping: We created clear, scalable wireframes to declutter the interface, focusing on clarity and structure to support future growth.

  • Cross-Functional Collaboration: After validating and approval of the wireframes, we handed them off to the UI team for final visual cleanup before development.


This project is under NDA.

While I can’t share much here, I’d love to discuss about my design process and approach.

Feel free to email me @

devmehtaa05@gmail.com

devmehtaa05@gmail.com

devmehtaa05@gmail.com

results

results

results

  • Simplified User Flows: Streamlined processes to help users complete tasks faster and with fewer steps.

  • Modern Design: Updated the interface with a fresh, intuitive look, keeping functionality at the core.

  • Reduced Manual Entry: Introduced automation and smart defaults to cut down on repetitive data input, speeding up workflows and reducing frustration.


learnings

learnings

learnings

This project has been one of the most extensive and complex I’ve worked on, it has offered a lot of valuable insights into the design process of SaaS products. I have gained a deeper understanding of the multiple factors that need to be considered, especially when designing for B2B users who rely on the software for day-to-day operations.


Check out my blogs for more interesting insights on designing SaaS products.