Service and project management tool
Worked on designing a role-based service and project management tool for a nonprofit client, aimed at streamlining operations across different teams. The platform was designed to support multiple user types, each with distinct needs and responsibilities.
Collaborated with UX and visual designers to create user journeys, structure content, and build intuitive interfaces that worked for everyone– from field staff to leadership.
Timeline
May 2024 - May 2025
Problem Discovery
What problem am I trying to solve?
Teams were juggling scattered data, manual tracking, and unclear task ownership leading to delays, errors, and frustration.
Without visibility or structure, planning felt reactive instead of intentional.
Finding the Gap
What is the gap in the current system?
What was missing was a shared platform that brought clarity, structure, and continuity to the work.
There was no single place where teams could see what mattered, when it mattered.
Tools were disconnected, processes varied, and the system didn’t adapt to different roles or responsibilities.
The Solution
The website and its components
The dashboard
The dashboard gives each user a snapshot of their tasks, upcoming actions, and overall progress.
Action cards help users plan their day or week more effectively, making priorities and deadlines visible at a glance.
Progress Tracking Workflow
Visual tabs represent different stages in a service recipients’ journey– users can move individuals through each step as they progress.
Ensures no one falls through the cracks by making stage-wise progress visible.
Performance & Target Monitoring
Enables leadership to track performance against monthly and quarterly targets.
View data by team, stage, or individual for better staff monitoring and appraisals.
Colour coding helps identify gaps early and support decision-making based on real-time insights.
Opportunity Matching Tool
Matches available opportunities to eligible service recipients using multi-select tools.
Displays opportunity requirements alongside recipient profiles to support quick and informed decisions.
Recommends relevant options based on history, preferences, and program progress.
Bulk Status Management
Reduces time spent on individual updates by allowing actions across multiple service recipients at once.
Enables batch updates for attendance, application status, or movement through program stages.
Service Recipients’ Journey Records
Provides a clear view of each individual’s journey, including outcomes and follow-ups, enabling accountability and personalized support.
Field-Friendly Updatation
Built for on-ground use during events and field visits, enabling real-time updates.
Dropdowns and quick-entry fields simplify the process of mapping recipients to opportunities.
Supports fast, informed decisions without requiring post-visit paperwork.
01

Repair Scheduling
To integrate the repair service, I have designed a section with the features necessary to schedule the service. Users can book a pickup for their electronic items needing repair, select available time slots, and provide details about the device.
02

Progress Tracking
Real-time updates notify users at every step, from pickup to repair completion and return delivery.
03

Cost Estimates
Transparent pricing for repairs is displayed before booking, helping users make informed decisions.
04

Sustainability Insights
The app educates users on the environmental impact of repairing vs. discarding, fostering eco-friendly habits.
The Impact

Replaces scattered tools like spreadsheets, calls, and messages with a centralized platform, reducing manual errors and saving time.

Helps teams track progress, manage tasks, and follow up with service recipients more effectively, leading to better program outcomes.
Learning outcomes
Notes to future self
How you communicate and advocate for your designs can make all the difference in client adoption and success.

Speak the client’s language not just by avoiding design jargon, but by understanding their context, workflows, and hesitation toward change.
Acknowledge what’s new for them, and advocate for your design by showing how it makes their work easier, not harder.

Design with a sense of familiarity. Users are often deeply used to how things were—even if it’s inefficient.
The goal isn’t to completely reinvent, but to guide them toward better systems through intuitive transitions that respect what they already know.
© 2025 Ishita Arora | Designed and built by me using Webflow