Person
staffcare-casestudy

2024

Redesign that Improved Field Efficiency by 50% for SaaS

Redesign that Improved Field Efficiency by 50% for SaaS

A 0-1 product redesign built to support low-digital literacy field staff working constantly on the move.

TL;DR: The Numbers

Setting the Stage

Staffcare is a field operations app used daily by teams constantly on the move, checking in at locations, completing service tasks, and logging expenses on the go.

The app was widely adopted but aging fast: visually dated, cognitively heavy, and structured around options instead of workflows.

Staffcare is a field operations app used daily by teams constantly on the move, checking in at locations, completing service tasks, and logging expenses on the go.

The app was widely adopted but aging fast: visually dated, cognitively heavy, and structured around options instead of workflows.

It needed more than a modern UI.
It needed a mental model shift.

Discovery & Problem Framing

Before redesigning anything, I needed to understand where friction actually came from, not visually, but operationally.

Before redesigning anything, I needed to understand where friction actually came from, not visually, but operationally.

Before redesigning anything, I needed to understand where friction actually came from, not visually, but operationally.

I combined:

  • Stakeholder discussions

  • Field surveys

  • Usability testing on existing flows

  • Competitive analysis of similar FSM tools


The focus was on how work happens in motion, not in ideal conditions.

Who are we building for?

Primary Users

Field sales & service representatives

Secondary stakeholders

Management teams tracking performance and reimbursements

IT teams supporting tooling and integrations

Design decisions intentionally optimized for primary users first, because every inefficiency here compounded downstream.

Problem

The legacy homepage presented a dense, unprioritized grid of buttons.
Everything looked equally important. Nothing guided users toward what mattered now.

The legacy homepage presented a dense, unprioritized grid of buttons.
Everything looked equally important. Nothing guided users toward what mattered now.

The legacy homepage presented a dense, unprioritized grid of buttons.
Everything looked equally important. Nothing guided users toward what mattered now.

For field staff with low digital literacy, high movement, and little time to think, this created real friction:

For on-ground workers, this created:

  • High cognitive Load, especially for users with low digital literacy

  • Unclear hierarchy, forcing users to translate jobs to actions

  • Slow Navigation, with common actions buried across multiple steps.

  • Inefficiency during travel, sunlight, and unstable physical environments

In Short:

The app was option-first. The users were task-First.

This mental-model mismatch was the core problem.es this disconnect and aims to redefine legal spaces, transforming them into environments that align with the sophistication and efficiency of today’s legal practices.

In Short:

The app was option-first. The users were task-First.

This mental-model mismatch was the core problem.es this disconnect and aims to redefine legal spaces, transforming them into environments that align with the sophistication and efficiency of today’s legal practices.

What I learnt (Key Insights)

1 — Users think in next steps, not options

1 — Users think in next steps, not options

1 — Users think in next steps, not options

Field staff don’t browse menus, they execute what’s next.
The old interface forced them to map real-world tasks to abstract buttons.

2 — Only two flows drive 80% of the work

2 — Only two flows drive 80% of the work

2 — Only two flows drive 80% of the work

Task completion and expense logging are the backbone of the job.
Optimizing these would yield the biggest impact, fastest.

3 — Familiarity is a feature

3 — Familiarity is a feature

3 — Familiarity is a feature

Years of muscle memory meant a radical reinvention would slow adoption.
The redesign had to feel evolved, not alien.

4 — The environment is the user

4 — The environment is the user

4 — The environment is the user

Movement, sunlight, and low digital literacy meant the interface had to do more work so the user didn’t have to.

What the data showed

Survey & Usability Results

Survey & Usability Results

Early research made the gaps very clear:

80%

of users found navigation too complex

30%

could discovera feature on the first attempt

90%

explicitly asked for a more mobile-friendly experience

80%

struggled due to language and contextual clarity

Note: We interviewed 30 people for this project.

This wasn’t about missing features.
It was about how information was structured and surfaced.

The Design Strategy

The goal wasn’t to add more features

It was to reduce unnecessary thinking.

The goal wasn’t to add more features

It was to reduce unnecessary thinking.

The goal wasn’t to add more features

It was to reduce unnecessary thinking.

Key Moves:

Keep the familiar tile structure (respect muscle memory)

Introduce cards for clarity and contextual guidance

Push secondary functions into L2/L3 layers

Surface only what matters right now

Add spatial cues to reduce guesswork

Reduce tap count for high-frequency flows

Redesign Highlights

A — Task Completion Flow

A — Task Completion Flow

A — Task Completion Flow

For on-ground staff, completing a task isn’t a “feature”, it’s the job.

But in the old experience, every task looked the same. There was no sense of priority, location, or status. Users had to stop, scan, and mentally map their real-world situation to the UI before taking action.


For a workforce constantly on the move, this created friction:

  • High cognitive load, especially for users with low digital literacy

  • Unclear task states, forcing users to remember what was started, pending, or overdue

  • Hidden primary actions, with check-in and updates buried behind multiple steps

  • No spatial context, making it harder to orient tasks in the real world

In Short:

The UX presented tasks as static options, while users experienced them as dynamic, location-based work.

The redesign needed to guide users toward what to do next, not make them figure it out.

In Short:

The UX presented tasks as static options, while users experienced them as dynamic, location-based work.

The redesign needed to guide users toward what to do next, not make them figure it out.

The map isn’t decoration, it’s orientation. When you’re on the move, spatial context beats labels.

The map isn’t decoration, it’s orientation. When you’re on the move, spatial context beats labels.

The map isn’t decoration, it’s orientation. When you’re on the move, spatial context beats labels.

Before

Identical tiles made task states impossible to scan

No sense of where tasks were in the real world

Check-in buried behind menus

Multi-step forms interrupted momentum

After

Map became the anchor, location-based tasks became intuitive

Color-coded task markers improved recognition

Cards revealed next steps instead of forcing users to hunt

Attachments + notes integrated cleanly into the flow

Redesign Highlights

B — Expense Logging Flow

B — Expense Logging Flow

B — Expense Logging Flow

Logging expenses is a secondary task, but it directly impacts trust, reimbursement, and daily motivation.

In the previous flow, expenses were technically manageable but cognitively demanding. Statuses weren’t immediately clear, monetary information lacked hierarchy, and logging an expense required unnecessary navigation.


For users logging expenses on the move, this resulted in:

  • Unclear approval states, leading to confusion and follow-ups

  • Too many taps for a routine action

  • Poor scannability, especially when reviewing past expenses

  • Higher cognitive effort for a task meant to be quick and transactional

In Short:

The flow optimized for data entry, not for clarity.

The redesign focused on making financial information instantly understandable, reducing steps, improving hierarchy, and helping users log expenses without breaking their momentum.

I didn’t add capability, I removed friction.

I didn’t add capability, I removed friction.

I didn’t add capability, I removed friction.

Before

Cluttered visual hierarchy

Status tags not obvious

Too many taps to log expenses

Lists that looked visually identical

After

Clear grouping by approval state

Simplified 1–2-tap flow for adding expenses

Larger tap targets for mobile movement

Monetary hierarchy improved for quick scanning

Impact

Things got better

Things got better

Things got better

Usability testing with real field staff showed a clear shift:

+50%

+50%

Task Success Rate across redesigned flows in testing

1:20 Mins

1:20 Mins

time spent navigating the app, down from 3:45

Faster completion

Faster completion

with fewer errors

Lower cognitive Load

Lower cognitive Load

during movement

Higher confidence

Higher confidence

navigating without assistance

For teams constantly on the move, this translated directly into operational efficiency and better adoption.

Reflection

This project wasn’t about redesigning screens.
It was about redesigning habits.

This project wasn’t about redesigning screens.
It was about redesigning habits.

This project wasn’t about redesigning screens.
It was about redesigning habits.

Balancing familiarity with progress was the hardest constraint, and the most important one.

If I continued on this project, my next step would be:

  • Automated task sequencing based on distance and priority

  • Reducing unnecessary travel effort

  • Moving Staffcare from a task tracker toward a decision-support tool

More Works

(KLYG® — 02)

©2025

More Works

©2025

FAQ

01

Why should I hire you over someone with more years?

02

What does "AI-first" actually mean in your workflow?

03

Do you design for mobile or desktop?

04

How do you handle disagreements with stakeholders?

05

What kind of projects do you not want to work on?

06

How fast can you actually work?

Why should I hire you over someone with more years?

What does "AI-first" actually mean in your workflow?

Do you design for mobile or desktop?

How do you handle disagreements with stakeholders?

What kind of projects do you not want to work on?

How fast can you actually work?

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