B.Time - Soluções Empresariais WebPortal

Summary

B.Time contracted my freelancer services to build them a new website. I invited the company where I was working at that time to participate in this project. We developed a portal in which B.Time clients can access their accounting information in real time.

Problem to solve

B.Time website was obsolete (technology and content). The new website should allowed that B.Time clients could access their accounting information in real time.

Solution

Create a new portal that act as a selling point to potential clients, instead of just be an informative site. At the same time develop new functionalities to the client area.

Finished product

  • » Task analysis and definition;
  • » Market research and competitive analysis;
  • » Workshop and survey implementation for the definition of functional requirements;
  • » Information architecture definition;
  • » Wireframes creation;
  • » User interface design, interaction design and programing (HTML and CSS).

Overview

I like to work as a freelancer, in short or medium time projects. Normally, I help, learn, and have fun with my clients. It was through a contact to work as a freelancer in order to renew the old website that I suggest that the company where I worked at that time (Scientific ToolBox Consulting) could be envolved in this project.

That way, B.Time could have a team that can make a more robust product. So, instead of renew the website image, it was possible to build a portal where B.Time clients could access their accounting information in real time, so that there is a greater transparency of the services provided by B.Time.

The old site had a client area, but it was just a document repository. In this sense, after some meetings to define business requirements, we start to work.

B.Time - Soluções Empresariais old website

New portal » Public Area (project first phase)

After our first meetings, to define business requirements it was clear that for B.Time it was important to have a website with a more recent language. B.Time told us that a site aesthetically more appealing could be a competitive advantage. There was also a request to the website be quickly online because there would be a capaign to raise new customers.

It was also needed that the new website could show B.Time clients accounting information in real time. For B.Time, these was the most important requirement, because it could help to build B.Time credibility among old clients, and serve also as a selling point to pontential clients. They also want that the portal have the option to make public and private announcements.

From our part, it was asked that we have full access to B.Time offices, to see how they work, as well as some client contacts for we can understantd what were their needs.

Before we start to do any type of work, I conduct a competitive analysis, and a content analysis to the B.Time website (in that time), in which I detected some problems like, broken links, outdated content, there was no concern with optimizing the site for search engines, the information architecture also had problems, among other things. These facts were reported to B.Time.

Documentation produced

I also explain that if we did a beautiful site with old contents this new site would have the problems that B.Time had detected in the old one. So, I adviced and helped to review contents. I made some workshops to define: the information arquitecture (card sorting), the funciontionalities to be included in site (dot voting), and the type of contents to be in each page.

Card sorting workshop (detail)

From some mettings that I had with some B.Time clients (and with some potential clients from accounting firms) it was pointed to me that some of the facts that could make some person adopt one company instead of other were the service provided, the client portfólio, and testimonials that can be proven).

I also review the content to each page. In this fase, was ask to me, if I can make one image gallery. Although this requirement wasn’t on the initial requests, I accepted to do it. As I have some knowledge in photography I took the pictures – to the office and the team – and edited them).

Since there were two phases for the development (public and private portal), I did some wireframes to suggest a structure to the site and some design concepts. After B.Time has chosen their favorite, in ordr to cut costs we suggest that B.Time choose a wordpress theme that could be adapted for me.

B.Time website » First concepts

After B.Time decision, we began to adapt the theme that B.Time had bought, as quickly as we can. At the same time, I made some usability tests to detect possible pain points in the navigation (as well in the form filling) but the tests didn’t detect any major problem.

At the end of this fase, we produced documentation and gave some training in order to B.Time have the authonomy to manage their site.

After the site has been lauched, we receive some comments, some very goods, some with sugestions. One of the suggestions was particulary accurate, and it make sense in the context of this portal. So we make a few ajustments.


New portal » Client area (project second phase)

Client Area was divided between the management of company documents and management of reports information. We didn’t have access to others accounting firms to understand how they organize their clients areas, so we had to have inputs from B.Time to gain some insights in this area.

Detail (my notes) about common tasks

There was some content management systems that had plugins to accounting firms, so after some evaluation we adopt Liferay, because it supports the internal management system that B.Time had, and allowed that the data form tables was displayed in a system of graphics (something that B.Time has asked as a requirement).

Client area just had one field with two options (management of company documents and management of reports information). However to facilitate the consultation of reports I created a specific webpage (html and css) in a way that all that the client needed to see apear in the screen and the client didn’t needed to navigate in the menu.

Specific page developed

After our first sketches for displaying the information (in graphics), we detected some problems that we corrected.

My part in this phase of the project, was more in the development in html, css and with the adaptation (and creation) of some elements (user interface) from liferay.

B.Time – Soluções Empresariais has grown continuously over 20 years by listening attentively to their clients. In this sense, it seeks to address a need identified in small and medium-sized enterprises in Portugal – professional management.

ClientB.Time - Soluções EmpresariaisSectorAccountingYear2015Linkwww.btime.pt