Metropolinet
Ksafim 2000
Metropolinet is a financial management system for educational institutions. Used by administrators/secretaries in order to receive a budget for flexible activities in schools.
problems
A few problems that were detected while using the system
Difficulty in locating the invoice and uploading it to the system
Lack of clarity regarding the steps up until the task is complete
Lack of clarity regarding income and expenses
Lacking possibility of knowing the amount of documents that are waiting to be sent and the content of those documents
Difficulty in coordinating between the ministry of education's vine system and finance 2000 regarding budget planning
competitor Analysis
As part of my research, I analyzed the methods used by competitors to address various challenges in the system.
market research
Research on other similar systems.
Responsibilities:
-Bookkeeping
-Management and production of invoices
-Budget management
-Submitting a report to the ministry of education
-Purchasing manager
Description:
Shani Cohen
40+
Petah Tikva
Married +2
Salary 8,500
Secretary at Segula school
She has been working at the school for over a decade
Motives and concerns:
-Feeling lack of control over the system
-Experiencing difficulties in locating a vine code in accordance with the budget of the ministry of education
-Difficulty in uploading documents to the system
-Difficulty in managing the income and expenses of the organization
-Fear of causing a financial loss to the organization
Technology:
I'm not too technological, I know how to work with my phone and very basic things on the computer.
“The process is complicated
and complex but it is what it is…”
Survey
I distributed surveys and conducted user interviews. Below you can see the results.
business purpose
- Transfer the Geffen model system to cloud solution.
- Bncreasing the amount of customers
Current user journey
The current user journey reflects the user's feelings and thoughts while using the system.
כניסה למערכת
כניסה למודול גפן
הזנת חשבונית לגפן
כניסה איתור / פתיחת ספק
מסך לתשלום- מאד מבלבל
הזנת חשבונית גפן
מילוי פרטים
בחירת קוד גפן
העלאת קובץ pdf סרוק
שליחת החשבונית למשרד החינוך
בתקווה שיפתח
רצון לסיים את הפעולה
מחפש את הכפתור...
מעצבן ללכת לגוגל ולפתוח ספק
בלבול- (אין הדגש על הכפתור הרצוי)
חוסר ידע איפה נמצא התקציב
חוסר וודאות
חוסר ביטחון וודאות האם הקוד מתאים
קשה להצוא את הקובץ הרצוי
תקווה שהכל יאושר ולא יצטרכו להתחיל הכל מהתחלה
User Flow
Main User Flow
דף הבית
הזנת חשבונית
איתור ספק
בחירת קוד גפן
הוספת מסמך
שליחת החשבונית
User Flow Details
Wireframes
solutions
An accessible web system with a comfortable and clear interface for the user with a navigation process, budget interface,
Problem
Lack of clarity regarding income and expenses.
Solutio
Displaying a pie-chart widget on the dashboard to show expenses and income
Problem
Lack of clarity regarding the steps up until the task is complete
Solutio
Marking the steps throughout the task until it's complete
Problem
Difficulty in coordinating between the ministry of educa
tion vine system and finance 2000 regarding budget planning
Solutio
Interfacing with the Geffen system according to budget planning
Problem
Adding an invoice in an easy and convenient way
Solutio
Difficulty in locating the invoice and uploading it to the system
Problem
Lacking possibility of knowing the amount of documents that are waiting to be sent and the content of those documents.
Solutio
A new feature has been added to display documents awaiting delivery.