02
Rivhit System
A business software management solution
UI Design
| UX Design
01
Background
A profitable system provides financial solutions for businesses of any size and at any stage.
For more than two decades, Rivchit has been delivering thorough and expert financial solutions tailored for businesses across Israel. Serving enterprises of all scales and at every developmental phase, Rivchit caters to their diverse financial needs.
The software offers management of all customers, production of annual reports, documents and all necessary tools for effective business management.
.
02
Problem
Rivchit offers an excellent system for financial solutions
The process of creating invoices, managing and tracking customer payments is very complex and not user-friendly
The pain points were analyzed and mapped into three categories as indicated on the original screens
The system encounters issues with navigation and clarity.
Redundant upper and middle navigation elements cause repetition.
Customer tracking
The information of the customer's details such as the status of his account, or personal details is presented in a very unclear manner
Process of issuing documents.
One of the main uses of the software is displayed a document, Currently the process of issuing a document is served on one screen full of details, without hierarchy and order
03
Objective
.
Creating a dashboard screen that shortens actions
.
Data reduction and arrangement
in the menus, aswel as througout the system
.
Include an option of saving credit information
.
The potential for customizing valuable tools to suit the specific work environment of individual users.
.
Provide a selection of options for sending documents
.
Developing a streamlined dashboard screen to expedite actions.
.
Developing structured, transparent, and user-friendly documents to simplify completion.
.
Displaying key customer
information without requiring entry
into a customer profile/card.
04
Research
Market analysis
Before characterizing and redesigning the system, I conducted a thorough market analysis on existing platforms that offer similar products
The above platforms offered customer tracking and issuing documents, Yet, among some of them, I discovered effective solutions that I could adapt.
in some of them the process was complicated to track and execute. And from some of them I learned good solutions.
Distribution of information clearly through tabbed organization.
חלוקת מידע בצורה ברורה ע”י טאבים
Clear division of categories
Crafting a document conveniently and effortlessly using a Stepper interface.
תהליך יצירת מסמך בצורה נוחה וקלה ע”י טימליין
Actions tailored to the user's individual preferences.
06
Persona
In the details of the order there is not enough space for writing and I need to divide the content into several lines
A little about
Avishag is 28 years old, mother of 2 sweet children
She studied and obtained a graphic artist's certificate, and works as a graphic artist in a sign factory, and in addition, her boss really wants her to issue invoices to clients.
Challenges
I don't understand accounting at all, it's very difficult for me to navigate the software, it's not clear and organized, it has loads of details. Many of our clients in the office deal with us through WhatsApp and it really bothers me that I don't have the option to send documents directly from the software to WhatsApp.
Ambitions
I would like the software to be more receptive and understandable, without duplication of buttons, Even if I don't keep accounting I can understand and get along with the system.
Avishag Maor
28
Petah Tikva
Graphic artist at a sign factory
Medium-high skills
Favorite brands
Tech
Mobile
Desktop
Social Networks
Mobile apps
It is difficult for me to easily see what each customer owes
A little about
Hadar is 30 years old, mother of 3 sweet children, she studied as an accountant. She currently work in an accounting office and the software she use is Rivchit. As someone who uses it every day, she encounter difficulties and discomfort with the software.
Challenges
It is very challenging for me that it is not possible to open several screens at the same time, I have to log out and log in and this makes it very difficult to work quickly. There is no option to save a credit card and every time I have to ask the customer and retype the details.
Ambitions
I would like the software to be less cluttered, updated and more upgraded than what it offers today.
Hadar Lavi
30
Jerusalem
Bookkeeper
Medium-high skills
Favorite brands
Tech
mobile
Desktop
Social Networks
Mobile apps
09
Visual Design
Colors
Primary
Secondary
Notification
Gray
Shadow
Icons
Typography
Buttons
אישור
הקודם
תצוגה מקדימה
שמירה למסמך זה בלבד
Illustrations
10
Solutions
The system encounters issues with navigation and clarity.
Redundant upper and middle navigation elements cause repetition.
Creating a personal area of common actions for each user
דשבורד
לקוחות
ספקים
מסמכים
הנהלת חשבונות
דוחות
סוכנים
פריטים ומלאי
הגדרות
התראות
2
הפעולות שלי
התאמה אישית
סיכום ושליחה
חשבונית מס קבלה
שמירת כרטיס
פרטי לקוח
18/09/2023
יצחק כהן
פרטי הזמנה
סה”כ לשורה
מע”מ
מחיר ליחידה
כמות
תאור פריט
מק”ט
₪ 1300
1150
5
לוקובונד 5*3 + מסגרת עץ
5986
₪ 1300
1150
5
לוקובונד 5*3 + מסגרת עץ
5986
אישור
₪ 410
320
1
שמשונית בגודל 5*10 מטר עם טבעות
5986
+ הוסף שורה
הבא
חשבונית מס קבלה
חשבונית מס קבלה / 2659
Data only side menu,
Clear division into categories.
Adaptation of tools for each user
Process of issuing documents
One of the main uses of the software is displayed a document, Currently the process of issuing a document is served on one screen full of details, without hierarchy and order
Creating a clear process using a stepper interface and division of filling out document details
Illustrations demonstrating the operation are found throughout the document
Customer tracking
The information of the customer's details such as the status of his account, or personal details is presented in a very unclear manner
Dividing customer information within the customer card using tabs.
An initial screen that consolidates essential customer details and key information.
Adding the option of saving credit information
Elisheva Yona portfolio 2023
Home
About
Contact