Novosibirsk, Russia

CRM List

Staff timesheet management system

Year

2023

Status

Launched

Role

IA, UX, UI, design system

Client

CRM List

Scope

Shift planning, timesheets, payouts

The MVP is live and used in the company's internal operations.

CRM List interface on tablet and phone

CONTEXT

01

Product

The web app automates shift planning, time tracking, and payout calculation. The product was designed from scratch in a closed market where public analogs practically do not exist.

02

Team

Stakeholders and developers.

03

Constraints

No competitive analysis to rely on.

04

My responsibility

Product architecture, user flows, UX/UI, prototyping, design system, and development support.

05

Outside my responsibility

Post-launch analytics, backend, and marketing strategy.

PROBLEM

The company managed shifts and employee timesheets through Excel sheets. This created systemic problems in calculations, synchronization, and manager training.

PRODUCT GOALS AND SUCCESS CRITERIA

Move operational processes from Excel into a web interface. Reduce calculation errors and shorten the time needed to close a site timesheet.

POST-LAUNCH METRICS

01Time to TaskTimesheet closing time before and after implementation.
02Error RateNumber of payroll calculation errors.
03Onboarding TimeHow much faster a new manager is trained.
01

One environment for plan and actuals

Stakeholders kept shift schedules and timesheets in different files and reconciled them manually. I combined both contexts into one interface: the manager sees the plan and enters actual data in one place.

02

Side Panel instead of navigating to a new page

The Side Panel lets managers edit employee data without leaving the table or losing the context of the current site.

03

Automatic recalculation after changes

Make a change and the system recalculates payroll automatically. The accountant receives the final export without manually checking each row.

04

Flexible tariff settings

Each site and client can have unique rates and roles. This is moved into settings with a simple editor, without custom development for each client.

DESIGN STAGE OUTCOMES

The MVP was launched and adopted: internal company processes moved from Excel to the web interface. Project artifacts:

01A product designed from scratch in a closed market with no public analogs.
02Iterative process: wireframes, prototype, several validation rounds with stakeholders, then UI.
03The design system covers all interface states.
04The Side Panel lets managers edit employee data without leaving the table or losing the context of the current site.

TAKEAWAYS

What I would do differently

I would get access to real managers who work with timesheets. Even one interview with an end user would provide more insight than three stakeholder iterations.