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BusinessPad Mobile

Mobile forced us to decide what actually mattered.

Mobile ERP for people who need BusinessPad away from a desk.

Company
AVK Consulting
Role
Product Designer
Timeline
2023–2025
Type
Mobile · ERP
Personal cabinet with the signed-in user and a searchable employee listNotifications grouped by favourites, process instance, task, business process and companyTask opened as a sheet with type, producer, deadline, description and people

01 Context

The desktop product could not simply be squeezed into a phone.

BusinessPad had been built primarily around desktop workflows. Users were not always sitting at a desk when they needed information from the system.

Tables, filters, forms, navigation, statuses and actions were all designed around a relatively large screen. The first question was therefore not “How do we make this responsive?” It was “What does the user actually need to do here?”

I worked on adapting the BusinessPad experience for mobile while keeping it connected to the larger product. See the BusinessPad case →

  • Information hierarchy
  • Navigation
  • Mobile layouts
  • Responsive behaviour
  • Forms
  • Tables
  • Cards
  • Filters
  • Actions
  • States
  • Component adaptation
  • Prototyping
  • Developer collaboration

02 Approach

Less space made hierarchy more important.

The desktop product was the starting point. I separated the things that were essential from the things that depended on having a larger screen. For each workflow, I asked:

  1. 01What is the main task?
  2. 02What information is required?
  3. 03What can be secondary?
  4. 04What can move into another interaction?
  5. 05What can disappear completely?
Primary information
What the user needs immediately.
Secondary information
Useful context that can be accessed when needed.
Actions
What the user can do next.
Additional information
Details that do not need to be visible all the time.

03 Signing in

The company first, then the person.

Signing in starts with the company's BusinessPad address, then the login. People who already use BusinessPad on a computer can skip typing and scan a QR code. Switching between accounts and signing out live in the personal cabinet.

Prototype · 8 screens

Signing in

01 / 08Welcome

The company address comes first, before any login.

1 / 8

04 Processes

What changed for me, before the whole process.

Processes are grouped by type: the workspace, tasks, finance operations, documents, material flow, goods and counterparties. Each type shows its own fields on the instance cards, and the user chooses which fields appear. Empty, no results, error and loading states are part of the same flow.

On a phone, a process instance card opens on the user's own feed first: new tasks, comments, documents and finance operations. The description and the stage route are one swipe away.

Inside the stage, every action is a short vertical form with one result. Fields were restructured into clearer vertical flows, with attention to hierarchy, spacing and the placement of actions. The button to change the stage only appears once the actions are done.

The card also had to decide which stage to show: the current one, the user's own, or both. A note in the file records that finding the user's next stage through gateways and forks was not implemented.

Prototype · 12 screens

Processes by type

01 / 12Choosing a type

Processes are split by what they are about.

1 / 12

Prototype · 5 screens

Following a process

01 / 05My feed

What changed for me, before anything else.

1 / 5

Prototype · 8 screens

Completing a stage

01 / 08Actions

Every action is a small form with one result.

1 / 8

Prototype · 3 screens

Which stage the card shows

01 / 03Current and mine

If the user has a stage ahead, both are shown.

1 / 3

05 Tasks

Quick updates without opening every record.

Checking deadlines, changing a status, creating a call or a meeting. Status changes happen in a bottom sheet with a confirmation, and one form creates a task, a meeting or a call.

Prototype · 7 screens

Working with tasks

01 / 07Tasks

1 / 7

06 Documents

Mobile also needed to handle the less obvious moments.

Loading, refreshing and opening a file were designed as states, not left to chance. These states were particularly important on mobile because there was less surrounding context to help explain what was happening.

Prototype · 6 screens

Opening documents

01 / 06Documents

1 / 6

07 Finance and goods

Tables were one of the harder problems.

A desktop table can show multiple columns at once. On mobile, keeping the same structure usually results in tiny text, horizontal scrolling or both.

Instead, each finance operation became a card with its status and amount visible first. Everything else moved into the record itself, split into tabs: general information, amount, dates, documents and additional parameters. Goods follow the same idea, with bought and sold as a simple switch.

Prototype · 9 screens

Reading a finance operation

01 / 09Operations

Status and amount on every row.

1 / 9

Prototype · 3 screens

Goods in a process

01 / 03All goods

1 / 3

08 Chat

Conversations next to the work.

Chat covers personal and group conversations, with work chats that belong to a process. Search runs across every tab, a long press on a message opens reactions and actions, and each chat shows its participants and roles. System messages record what happened to the group.

Prototype · 12 screens

Chat

01 / 12Chats

All, work chats and archive in one list.

1 / 12

09 Notifications

Every notification leads back to its event.

Notifications are grouped by what they are about: process instance, task, business process, company, plus favourites. Each card shows what changed, and opens the event it refers to.

Prototype · 9 screens

Notifications

01 / 09Sections

Grouped by what they are about.

1 / 9

10 Reflection

Same product, different priorities.

The goal was never for the desktop and mobile versions to look identical. They needed to feel related. The same product language should be recognisable across both experiences, but the hierarchy and interaction could change depending on the context.