CLOUDPOINT CONSOLE

Redesigning a digital manufacturing platform

Introduction

CloudPoint Console is the web portal used to manage digital workflows for dental manufacturing processes. Its main use case is to keep track of and manage the manufacturing of dental products. It had been a couple years since the website had been created and was due for a redesign.

Challenge

Redesign the visuals and establish a design system that can be used throughout the software. Additionally, improving key areas of the user experience such as case tracking and the navigation tab.

Outcome

A complete visual overhaul was completed for the software as well as the first version of the design system. The initial version of the design system helped define the visuals and behavior of the software as well as improving UI consistency. Besides the visuals, improvements were made to the site navigation and case tracking.

Timeframe

2021

Role

UX/UI Designer

Company

Glidewell Dental

Redesigning the navigation tab

The navigation tab was one of the areas of the UI that I focused on redesigning first. Within the navigation tab our users wanted to include not only the ability to minimize the tab, but also to be able to navigate between pages while the tab was minimized. On the visual side, the feedback we received from users was that they wanted us to improve on clearly showing parent and child pages and better visual indicators showing the active page.

Tab hierarchy

Our interface for designing restorations had become cluttered with too many widgets and icons taking up valuable screen real estate. The interface was not created with the flexibility to support the number of widgets we were developing for the software. This lead to not only clutter, but also an inconsistent interface where some widgets would show on certain steps but not for others.
Previous version of the Tab Menu
Redesigned Tab Menu

Minimized navigation

Our workflow for designing restorations needed to be optimized not only to improved speed, but also to support different workflows. When new steps are introduced in the design process, they would interfere with the linear workflow of the case causing a disjointed process.
Expanded versus minimized Tab Menu
Minimized Tab Menu hover interaction
Minimized hover menu states
Minimized Tab Menu hover interaction

Tracking cases

Another area targeted for improvement was case tracking. The goals were to improve case tracking and offer better troubleshooting solutions for cases and case parts.

Improvements to visibility

On previous versions of the software, it was difficult for our users to track cases in production. This made it difficult to not only locate physically where cases were in production, but also it made it difficult troubleshoot delayed or lost cases. To improve this, we decided to show a trackable list of parts which we called "Jobs". This made it possible to view all of the parts required for a case and where these parts were located in production.
Case information on the left and part tracking on the right
Detailed tracking for a case part

Troubleshooting improvements

The main workflow improvement for tracking cases revolved around the ability for users to be able to troubleshoot issues once they were found. For dental parts that needed to be re-milled, we added the ability to re-mill a part and select a reason for re-milling. Also added was low level tracking, which allowed users to track parts within specific processes in production. By having low level tracking information, our users could troubleshoot issues with more accuracy.
Case part information and troubleshooting options

Design system

Our focus areas for the design system was creating consistency and establishing the visual design for the software. These were two areas that were lacking in the previous version and where we wanted to remedy with the new design system.
Type
Colors
Button Variants
Dropdown Variants