Details

Details

Collabiro is a CA & CS-centric task management online tool. Collabiro partnered with PugMarker to build a robust SaaS app that helps CAs and Secretary accountants complete their tasks effortlessly.

Services we delivered

  • Branding
  • UI/UX
  • Web App Development
  • Training
  • Automations

Challenges

Challenges

  • Understanding the repetitive tasks and building a Dynamic Reusable Workflow Configuration was a challenge.
  • Establishing unique identity of the tool with new features, in a market filled with similar web apps.
  • Building a tool that encompasses all the CA & CS employee & client data under a single point was a challenge.

Solutions

Solutions

  • We performed a detailed primary research and bodystorming CA & CS operations closely to understand real task management problems.
  • Based on the research, we strategized unique attributes for building unique, dynamic, & auto-programmed workflow architecture to beat the competition.
  • Incorporated customizable Task, Employee, & Client Management along with Reporting & Email Automation; all at one place providing seamless experience.

Services we delivered

  • Branding
  • UI/UX
  • Web App Development
  • Training
  • Automations
More...

Branding & Naming

Branding & Naming

For marketing the online tool as a one-of-a-kind brand, we crafted excellent visual identities for Collabiro along with giving it a unique name that combines Collaboration + Hero = Collabiro!

(Branding & Naming)

Logo Identity

  • A deep brainstorming session for designing a logo that speaks brand vision.
  • Logo was designing considering the major brand factors; ‘team collaboration & infinity’.
  • The inverted tick in the logo represents current beliefs, attitudes and values of CAs & CSs.
  • The green color in the logo denotes knowledge, trust, stability and depth.
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  • A deep brainstorming session for designing a logo that speaks brand vision.
  • Logo was designing considering the major brand factors; ‘team collaboration & infinity’.
  • The inverted tick in the logo represents current beliefs, attitudes and values of CAs & CSs.
  • The green color in the logo denotes knowledge, trust, stability and depth.

Robust Roadmapping Architecture

Robust Roadmapping Architecture

Allowing end-users to access the tool and manage all tasks in a centralized manner without any uncertainty to increase their firm’s productivity.

(Robust Roadmapping Architecture)

Work Manager Tool Engine

  • With good experience in building highly-functional applications, our team incorporated multiple features in a single tool successfully.
  • Our team implemented the engineered strategies to the platform differentiating it from ordinary task management tools.
  • Complete integration of multiple functionalities allowing end-users (CA & CS) manage their ventures smoothly in real-time.
  • Built a tool that is easy to access and adapt by CAs & CSs and their staff.
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  • With good experience in building highly-functional applications, our team incorporated multiple features in a single tool successfully.
  • Our team implemented the engineered strategies to the platform differentiating it from ordinary task management tools.
  • Complete integration of multiple functionalities allowing end-users (CA & CS) manage their ventures smoothly in real-time.
  • Built a tool that is easy to access and adapt by CAs & CSs and their staff.
(Robust Roadmapping Architecture)

Defining User Persona

  • PugMarker’s methodology involves detailed study of clients domain for better results.
  • Close analysis of CAs & CSs, understanding their pain points & repetitive tasks, their everyday hassles, etc.
  • Based on the detailed analysis, our team came up with a list of solutions in the form of Tool Features.
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  • PugMarker’s methodology involves detailed study of clients domain for better results.
  • Close analysis of CAs & CSs, understanding their pain points & repetitive tasks, their everyday hassles, etc.
  • Based on the detailed analysis, our team came up with a list of solutions in the form of Tool Features.
(Robust Roadmapping Architecture)

Deciding the Right User Flow

  • The user flow of Collabiro’s online structure defines a systematic approach of user’s possible interactions with the structure.
  • Team PugMarker defined a smart flow encouraging users not only to interact but complete the task.
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  • The user flow of Collabiro’s online structure defines a systematic approach of user’s possible interactions with the structure.
  • Team PugMarker defined a smart flow encouraging users not only to interact but complete the task.
(Robust Roadmapping Architecture)

Cohesive Wireframe

  • In the wireframing process, our team of designers created a basic (low fidelity) wireframes with a quick, effective and practical design route.
  • Depending on the low fidelity wireframes, we designed advanced (high fidelity) wireframes offering powerful visual and interactive attributes.
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  • In the wireframing process, our team of designers created a basic (low fidelity) wireframes with a quick, effective and practical design route.
  • Depending on the low fidelity wireframes, we designed advanced (high fidelity) wireframes offering powerful visual and interactive attributes.
(Robust Roadmapping Architecture)

Communicating Concepts
(Mood Board)

  • Our team created a mood board where all concepts and visual ideas were communicated for a clear story.
  • Aiming at delivering excellent user experience to the tool users, we expressed our visual ideas to the client in an easy manner.
  • Based on the mood board ideas communicated, after preliminary actions, team PugMarker finalized the interface.
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  • Our team created a mood board where all concepts and visual ideas were communicated for a clear story.
  • Aiming at delivering excellent user experience to the tool users, we expressed our visual ideas to the client in an easy manner.
  • Based on the mood board ideas communicated, after preliminary actions, team PugMarker finalized the interface.
(Robust Roadmapping Architecture)

Intelligible Online Structure

  • A strong online structure depicting the vital characteristics of the tool to ensure hassle-free processing.
  • Our team smartly showcased subscription packages with an easy onboarding process.
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  • A strong online structure depicting the vital characteristics of the tool to ensure hassle-free processing.
  • Our team smartly showcased subscription packages with an easy onboarding process.