Case study

Modernizing PlanDelta:
HYPE Agency’s UX/UI Design Transformation

Before & After

PlanDelta is a next-generation planning tool designed to bridge the gap between strategic and financial planning while inspiring company-wide collaboration and idea sharing. By shifting from traditional waterfall budgeting to agile, continuous planning throughout the year, PlanDelta empowers organizations to adapt and innovate in a dynamic business environment.
Services
  • UX/UI Design
  • Prototyping
  • User Flow Analysis
  • Design System Development
Challenges

PlanDelta needed to enhance their platform’s user experience and sought our expertise to modernize its interface. Our main task was transforming PlanDelta’s platform into a more user-friendly and flexible tool. Key objectives included:

  • Presenting complex data and tables intuitively
  • Ensuring design consistency across all screens
  • Developing efficient and easy-to-navigate user flows
  • Adhering to accessibility guidelines without compromising aesthetics
Outcome

Building on PlanDelta’s MVP, we focused on three core design features to create a unique, user-friendly platform: ease of use and flexibility, customizable planning templates, and powerful tools for data integration. Our design approach effectively showcased PlanDelta’s technology, providing a standout solution in the market.

The Process

To achieve a successful redesign, we followed a structured process that included discovery, design, and delivery phases. Each phase was critical to understanding the needs of PlanDelta’s users, developing innovative solutions, and ensuring seamless implementation.

Discovery
  • Research: Conducted extensive research to understand user needs and pain points.
  • Competitor Analysis: Analyzed competitors to identify market standards and opportunities for differentiation.
  • UX Audit: Performed a thorough audit of the existing platform to identify areas for improvement.
Design
  • UX and Design System: Developed a comprehensive design system to ensure consistency and scalability. Focused on user experience to make the platform intuitive and accessible.
  • UI and Prototype: Created high-fidelity UI designs and interactive prototypes to visualize the final product and gather user feedback.
Delivery
  • Q&A (Review Sessions): Held collaborative discussion sessions with the PlanDelta team to ensure clarity and alignment with development requirements. This collaborative approach allowed us to refine the design to meet all technical and practical needs effectively. We made sure the design aligned well with required behavior and innovative ideas.

Design System

To ensure consistency, scalability, and a seamless user experience, we developed a comprehensive design system. This system was crucial for maintaining a unified look and feel across the platform, ensuring that every element worked together harmoniously. By focusing on core design principles and user needs, we created a robust framework that can support future enhancements and scalability.

Typography

Selected a versatile font family optimized for readability and consistency across various devices. This choice enhances user experience by ensuring text is easily legible, helping users quickly find and understand information.

Color Palette

Utilized a light background with grey and blue text for optimal contrast and orange accents for key elements. This approach ensures visual appeal, aligns with the brand, and improves content scanability.

Icons

Introduced a set of simple, minimalistic icons to enhance visual design without overwhelming users. These icons help in quickly conveying information and actions, adding to the overall user experience.

Layout Grids

Designed organized layout grids to facilitate easy navigation, maintain uniformity, and ensure a responsive design across all devices. This structured approach helps in creating a balanced and aesthetically pleasing interface.

Components

Created various components such as buttons, input fields, and labels, all adhering to Material Design guidelines for consistency and usability. These components are designed to be reusable, ensuring a cohesive look and feel throughout the platform.

Tables

Designed detailed and user-friendly tables as a key component of the platform. By breaking tables into cells and rows and creating various states and variants, we ensured that users could interact with large amounts of data effectively and intuitively.

Results

Designing PlanDelta’s new platform presented several challenges, particularly with over 30 screens filled with substantial content and data. Our objective was to create a design that is visually appealing, easy to navigate, interactive, and engaging while maintaining a professional tone. Our role focused on UX/UI design, prototyping, and developing the design system. The implementation of the design was carried out by the PlanDelta team.

Comprehensive Design System

Developed a versatile design system that can be utilized for future product development. This system ensures that new features and updates can be seamlessly integrated, maintaining consistency and quality across the platform.

Modern UI

Created an intuitive, interactive, and contemporary user interface aligned with current design trends. The modern UI not only enhances user satisfaction but also positions PlanDelta as a forward-thinking and innovative solution in the market.

Enhanced User Experience

Streamlined and structured the user experience to improve simplicity and effectiveness. By focusing on user flows and navigation, we made it easier for users to achieve their goals efficiently, thereby increasing overall productivity.

Collaborative Approach

Worked closely with the PlanDelta team, who have significant development expertise. We ensured the design aligned well with development requirements, required behavior, and innovative ideas. This collaborative approach allowed us to refine the design to meet all technical and practical needs effectively.