As an Exact Globe Product Manager I am investigating the current user interface and want to share some of the current options and challenges.
In Exact Globe you have several options to make your own process flows in the main menu. Using these options helps to focus on the things that are most important or frequently used and to have a visual insight into the process you are performing. The visual process flow of individual orders is widely used, the process flow in the menu is used less. What is the cause of this and can we improve the user experience here?
Maybe the most well known process flow in Exact Globe is the sales order process flow for a single order:
It gives you relevant information of the flow of the sales order in an intuitive way. This flow is shown standard in several entry and overview applications.
Exact Globe also offers the possibility to organize your work on the main menu level into flows that are relevant for your daily work. The most well known of these is the role bar and it is mostly used in combination with the panel menu. It is situated to the left of the main panel menu:
You can define several process flows, in the example you have the logistic flow, finance and reports. The main part of the menu is still the function based menu with the functional tabs and access to all menu paths per function.
Another way of working is the explorer menu where you have your complete functional menu to the left and can create process flows in the central part of the menu:
Experience tells us that the possibilities to show process flows in Exact Globe are not widely used. The following are 4 statements that may explain why and possible enhancements to the user interface. I am very interested to hear from you if they are correct:
- What is often seen is that people use the default screens and settings. Could the user experience be improved when Exact offers standard role based or industry specific templates for these process flows?
- Another reason can be the limited flexibility in creating the process flows: At the moment you can only add menu paths from either top to bottom or left to right. Could the user experience be improved by the ability to show multiple flows grouped in one overview?
- An opportunity for process flows is the integration with Exact Synergy. When using Synergy and Exact Globe you often have processes that require both products. Wouldn’t it be great if you could see this flow from one screen?
- The advantage of showing the menu in a process flow is that you have instant visual insight into the specific process flows that you as a user are responsible for. Could the usability be improved if you had a direct insight into the KPI’s of this flow in the same screen?
Of course I am also very interested in your experience with the current user interface and possible enhancements you see!