Yanky Reichman, CEO of YBO in Spring Valley NY reached out to us with a request: As I manage multiple clients financial books via their Quick-Books, I want to have a Web-Based Dashboard where I can see just the data I want. Then I want to pass on that simplicity to my clients!
👉 Genius idea!
After an initial meeting with Yanky and his team in their Spring Valley headquarters, we together defined what the core challenges are:
The challenges:
Quickbooks is very robust and too complicated
Costumers don't like to read the reports from Quickbooks
Quiqbook's reports do not aggregate automatically
We can't see a high-level overview on each client's financial state
The Challenges
Project's Goals:
The goals for this project were very clear:
Create a WebApp that YBO and its clients can use simultaneously
It should have all the data pulled in from Quickbooks
It should be robust but very easy to use
The Dashboards should have a modern SaaS look and feel
The Goals
The UX Process:
Learning QuickBooks - Together with the YBO team, we studied all the reports that clients are currently using in Quickbooks. Below are some images of the complex reports we analyzed:
A Cash-flow Report
Another Report Analyzed
The Solution:
After compiling all the research and market data, our team set out to create a new solution.
With the new App - YBO can now:
Onboard and manage their clients
Manage their clients financial data
Each client has all their QB reporting in their section
The app is white labeled for each client when they login
All the critical QB reports are now available - on-demand in the web-app
YBO has now custom dashboard to show and hide what reports they want for each client
Some of the UX Mapping
The Polish:
After ironing out the last tweaks of the UX with the team, we set out to design the entire app with a clean User Interface.
