The Challenge
Legasis approached Elephant Design to overhaul Legatrix Nxt, their flagship compliance management tool. The objective was to create a more intuitive and efficient platform to support companies in navigating their complex corporate, financial, and legal compliance requirements. The existing tool faced several challenges:
Inefficient Task Management: Key functionalities were buried under complex navigation, resulting in low usage and longer task completion times.
User Experience Overhaul: The platform's disjointed interface led to a cluttered and overwhelming user experience.
Dated Visuals: The design failed to reflect the brand's value proposition and was misaligned with modern software aesthetics.
Design Impact:
The new, powerfully streamlined Legasis NXT addresses user pain points to set the gold standard in compliance management tools. Our revamped interface now contains:
Automated Functions: Several functions were automated, reducing manual effort and allowing users to focus on more critical tasks.
Mobile-First Compatibility: Card/panel style layouts for enhanced responsiveness to mobile platforms.
A Feature vs Function Approach: Direct access to critical CTA’s for quick task completion.
Showcase: Dependable & easy to comprehend UI highlighting Legatrix’s expertise, resonating with current world of compliance tools.
Customizable Auto Generated Reports: Users can now generate reports in formats that best suit their needs, whether in traditional lists or visually engaging layouts.
The Solution
The new, powerfully streamlined Legasis NXT addresses user pain points to set the gold standard in compliance management tools. Our revamped interface now contains:
Automated Functions: Several functions were automated, reducing manual effort and allowing users to focus on more critical tasks.
Mobile-First Compatibility: Card/panel style layouts for enhanced responsiveness to mobile platforms.
A Feature vs Function Approach: Direct access to critical CTA’s for quick task completion.
Showcase: Dependable & easy to comprehend UI highlighting Legatrix’s expertise, resonating with current world of compliance tools.
Customizable Auto Generated Reports: Users can now generate reports in formats that best suit their needs, whether in traditional lists or visually engaging layouts.
The Story
Legatrix, a name synonymous with IT-enabled legal support services, has unveiled a revolutionary transformation in its flagship compliance tool. The original Legatrix, while functionally sound, suffered from a cluttered interface and an information overload that frustrated users and hampered effective compliance management. Recognizing this challenge, Team Elephant embarked on a mission to completely revamp Legatrix, giving birth to Legatrix Nxt – a modern, user-centric solution designed to streamline workflows and empower businesses to navigate the complexities of compliance with newfound ease.
User Research: Decoding User Behaviour and Pain Points
To ensure the redesign was user-centred, our team conducted extensive user research aimed at understanding the needs, behaviours, and challenges faced by Legatrix users. We interviewed \participants across different roles, from reviewers to compliance heads and performers. The research objectives were:
· Evaluating User Attitudes and Usage: Assess how users interacted with the tool and their overall satisfaction.
· Understanding Feature Efficiency and Reliability: Identify which features were most critical and how efficiently they were being utilized.
· Mapping the User Journey: Pinpoint engagement points and decode challenges in the user experience.
Key Insights:
· Infrequent Use Among Performers: Performers, who interact with the tool less frequently than reviewers or compliance heads, experienced a longer learning curve.
· Feature Overload: Despite the tool offering numerous features, performers primarily used only three key functionalities—Dashboard, Compliance Calendar, and Task Summary.
· Navigation Difficulties: The duplication of icons, lengthy drop-down menus, and underutilized clickable icons made navigation cumbersome.
· Task Management Challenges: Users faced difficulties searching for important features in long menus, which extended task completion times and led to frustration.
· Overwhelming Task Summaries: The presence of irrelevant columns cluttered the task summaries, complicating the browsing experience.
· Rigid Task Inputs: The inability to edit 'Completion Date' inputs caused delays in task entry and completion.
· Excessive Clicks: The high number of clicks required to reach the 'Task Completion' tab frustrated users.
· Industry-Specific Challenges: Changes in industry-specific regulations impacted task completion and compliance activities, making flexibility in the tool critical.
Our UI/UX Design Solution
Based on these insights, Elephant Design embarked on a comprehensive redesign of Legatrix Nxt, focusing on enhancing usability, reducing task completion time, and improving user satisfaction.
1. Role-Based Dashboards
We introduced role-based dashboards, tailoring the interface to display only the most relevant tasks and information for each user type (performer, reviewer, CXO). This streamlined approach reduced the number of clicks required to complete critical tasks by 40%, making the platform more intuitive and less overwhelming.
2. Card-Based Interface:
Information was reorganized into a card-style layout, improving the hierarchy and clarity of tasks. This design change allowed users to manage the 450,000+ tasks processed by Legatrix with greater ease and efficiency. The card-based approach not only improved task clarity but also reduced the cognitive load on users, enabling faster decision-making.
3. Progressive Disclosure:
To combat visual clutter, non-essential features were hidden behind a collapsible navigation system. This approach allowed users to focus on the most critical tasks without being overwhelmed by irrelevant options. The result was a more streamlined experience, reducing the time spent searching for features.
4. Simplified Navigation:
The redesign addressed the excessive clicks issue by reducing the steps required to complete tasks. Functions that previously required 8 clicks could now be completed in just 3-5 clicks, saving significant time and effort. This improvement directly addressed user frustration and enhanced the overall efficiency of the platform.
5. Enhanced Flexibility:
We introduced customizable options for input fields like 'Completion Date' to accommodate industry-specific changes and reduce delays in task entry. This flexibility ensured that the tool could adapt to the dynamic nature of compliance management.
A Transformation Driven by User-Centric Design
Legatrix Nxt’s transformation was not just a visual overhaul; it was a strategic redesign grounded in user research and focused on tangible improvements in usability and efficiency.
The redesigned Legatrix Nxt stands as a testament to the power of user-centric design. By focusing on improving usability and efficiency, Elephant Design has transformed Legatrix Nxt into a reliable assistant for compliance management. The platform now empowers businesses to navigate the complexities of compliance with confidence, precision, and ease, ultimately turning a cumbersome task into a strategic advantage.