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
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.
- 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.
- 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.
- 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.
- 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.
- 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
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.
- 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.
- 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.
