Contractor Portal
Positive Behavioral Interventions & Supports Platform: Personal Project
Project Basics
Role
Client liaison & design lead
Problem
Foundation Performance Solutions faced challenges with tracking contractor hours across multiple projects, leading to inefficiencies in client invoicing. The manual processes were time-consuming and error-prone, causing delays and discrepancies in billing.
Process
User interviews, low fidelity wireframes, high fidelity wireframes, clickable prototype, user testing & feedback
Duration
4 months
Solution
The FPS Contractor Portal was developed as a centralized, user-friendly platform for contractors to log hours by project, with automated data aggregation for client invoicing. This streamlined solution reduces errors, saves time, and ensures accurate and timely billing.
Tools
Figma, Microsoft teams
Research
User Interviews
To kick off the project, I worked closely with the Executive Director of Foundation Performance Solutions to understand the specific needs and goals for the Contractor Portal. We explored how the platform could align with FPS's existing branding and maintain consistency with other company platforms, ensuring a cohesive user experience.
Together, we discussed the distinct user flows for both administrative staff and contractors. For administrators, the focus was on streamlining the process of aggregating contractor hours and generating client invoices. For contractors, the goal was to provide a simple and efficient way to log hours per project.
Through these conversations, we identified a clear set of requirements and established a direction for the design. These requirements served as the foundation for creating a platform that is both functional and visually aligned with FPS’s brand identity.
Key Requirements
Management
Must be able to create new contractor accounts with email addresses.
Must be able to add or remove contractors and add or remove projects.
Must be able to assign contractors to specific projects, with respective charge rates.
Must be able to view contractor hour data and project hour data in real time.
Contractors
Must be able to input hours per project.
Must be able to see a historical record of their hours.
Design Process
Branding & Design Sysytem
Foundation Performance Solutions already had established branding guidelines, which provided a strong foundation for the Contractor Portal’s design. To ensure consistency with the FPS brand, we adhered closely to their color palette, typography, and overall visual identity throughout the project. This helped maintain cohesion with their existing platforms and reinforced their professional image.
For the design system, we leveraged the Flowbite UI library to streamline development and maintain a polished, modern look. The pre-built components from Flowbite allowed us to efficiently create a cohesive interface while ensuring functionality and responsiveness. By combining FPS’s branding with Flowbite’s versatile design elements, the result was a platform that was both visually aligned and highly functional.
High Fidelity Wireframes
Click here to see the Figma file.
Reflection
A Look Back
Developing the FPS Contractor Portal was a rewarding challenge that emphasized the importance of user-centered design and collaboration. By working closely with the Executive Director and leveraging established branding guidelines, we created a platform that met the needs of both contractors and administrators. The use of the Flowbite UI library streamlined the design process, ensuring the final product was consistent, functional, and visually aligned with FPS’s professional standards.
A Look Forward
As FPS continues to evolve, the Contractor Portal can serve as a foundation for further enhancements, such as advanced reporting tools or integration with payroll systems. Looking ahead, there’s potential to gather user feedback and refine the platform based on real-world usage, ensuring it remains a vital tool for efficient project management and client invoicing.