OutSmart International

By Visma

Role
User Experience Designer

Service
User Research, User Experience Design

Timeline
Dec 2022 - Present

OutSmart is a smart, digital service platform & app, built to streamline work order management for small to medium-sized businesses. By replacing paper work orders with a smart, user-friendly environment, it empowers field-service companies to work more efficiently, stay organized, and reduce their environmental footprint. OutSmart blends innovative technology with a human-centered approach, making it the all-in-one tool for field service operations.

OutSmart’s mission & vision

OutSmart’s mission

“Our mission is to empower field service employees in SMB's by facilitating digital work orders in a user-friendly, innovative, and cost-effective platform, while minimizing their ecological footprint.”

OutSmart’s vision

“We envision a future where field service management is work-order centric, seamless, efficient, and empowers field service agents to deliver exceptional service. All while minimizing environmental impact.”

Registration & onboarding

The redesigned registration flow was redesigned to feel more welcoming, clear, and efficient for new users trialing OutSmart. Previously, the process felt untrustworthy, invading, and lacked clarity on the steps ahead, causing early drop-off. This new design introduces a calm, structured layout that breaks down the flow into logical steps, starting with a simple form to create an account, supported by a clean page structure and light, friendly visuals. The messaging focuses on value and ease of use: users know they’re about to trial a tool designed to simplify their work. By clearly guiding the user and emphasizing trust and benefits, the registration now feels like a natural first step into a professional service environment.

Redesigned Registration Flow

OutSmart - New Registration Flow

Before this project, OutSmart lacked a structured onboarding experience. New users were left to navigate the platform without any help, often missing critical setup steps and features that benefit their work process. To solve this, we designed the “Getting Started”, a screen made from the ground up, built to be a guiding, task-driven journey. The checklist interface breaks down setup into prioritized actions, and progress tracking creates a sense of momentum. Embedded help sections (e.g., “Contact us” links) and optional deep dives (e.g., data import guides) let users self-serve without leaving the trial-flow. By framing onboarding as a goal-oriented process, the design establishes a strong foundation for new users on OutSmart.

Getting Started (New user onboarding)

OutSmart - Getting Started (user onboarding)

OutSmart’s platform prioritizes simplifying field-service operations, but key features had grown fragmented to users over time. Legacy interfaces like reporting, feature selection screens lacked visual hierarchy, forcing users to juggle multiple tools to complete basic tasks. I led redesigns of features that were not only existing in OutSmart, but new as well, (such as customizable trial flows and enhanced invoicing tools). The redesigns aimed to reduce complexity, align with real-world user behavior, and ensure OutSmart remains a cohesive tool for businesses managing work orders and team collaboration.

Detail page redesigns & New features

One of the complete designs overhauls I have worked on was Reporting. The legacy reporting interface overwhelmed users with dense tables and limited filtering options, making it difficult to track metrics like work order completion rates or inventory trends. A new way of creating a report was designed to simplify the process of understanding reporting as a whole. The redesigned detail pages creates critical data into understandable settings and dynamic filters that adapt to common field-service scenarios. This design shift transformed reporting from a passive tool into a tool for proactive decision-making.

Furthermore, I have also worked extensively on designs for new features introduced to OutSmart. A key example is a new feature for module & feature selections, which reimagines how users activate power ups (add-ons). Previously, upgrades felt disconnected from user goals. An add-on was only able to be selected in the license manager. For trials, a new screen has been added to the onboarding, letting users select their preferred modules upfront, ensuring their trial environment highlights their work processes.

OutSmart - New Detailpage Layouts

Pricing calculator,subscription management, power-ups, integrations

Users struggled to estimate costs, compare plans, or understand how power-ups or features aligned with their goals. To address this, I designed new systems and redesigned core systems, like the pricing calculator, subscription manager, and in-app stores for Power-Ups & integrations. These systems would prioritize clarity, flexibility, and confidence in decision-making.

The new Pricing Calculator was introduced to simplify OutSmart’s restructured subscription plans. This new tool guides users step-by-step to select a plan and features that best fit their company and processes. Interactive plan comparisons highlight what’s included at each tier, while real-time cost updates reflect power up choices. By translating technical modules into actionable and monetary outcomes, the calculator helps users align investments with their priorities.

The Power-Up store & Integration store were designed to address fragmented discovery of add-ons and integrations. Users had to navigate the license manager to purchase add-on tools, and there was no option to trial the features of a power-up. The unified storefront groups Power-Ups in a separate section and lays key details upfront. A consistent card-based layout lets users quickly compare options or toggle trials, without leaving their workflow. By centralizing exploration and management users can view active modules, cancel trials, or upgrade in one place.

I’ve touched on the licence manager, redesigning key parts to make the payment experience more smooth for our users. The original subscription manager required users to navigate multiple screens to upgrade plans, adjust licenses, or add training packages. This created friction for businesses scaling their OutSmart usage. The redesign introduces a unified interface where users can compare plans side-by-side, with feature highlighted to real-world outcomes. Post-trial prompts now guide users through a step-by-step process. License adjustments and cost previews are integrated into the checkout flow, allowing users to modify team size or add Power-Ups without losing context.

OutSmart - Calculate your OutSmart investment

OutSmart - Software intgeration in-app store // Power up (add-on) in-app store

OutSmart - Reworked screens for the subscription & license manager

OutSmart did not have any error messages which left users confused about what went wrong in the background. I designed error-screens which provide clear, actionable guidance. These changes transform errors from dead-ends into opportunities for resolution, reducing frustration and support requests.

The referral program was designed to turn OutSmart’s users into passive user advocates. Previously, referrals were only followed by official partners, which had strict rewards for these partners only. The new interface surfaces this program for all existing users, using an incentive and step-by-step guidance. This program emphasize mutual benefit, while a FAQ section address hesitations. By making the process simple and rewarding, the design encourages organic growth on OutSmart.

The original sidebar struggled with readability; translated module names often overflowed the menu, creating a cluttered layout. The redesign addresses this with collapsible categories and better iconography. By grouping the sidebar under an expandable section and standardizing icon-label pairings, the menu now adapts to different languages while maintaining visual consistency. This reorganization reduces cognitive load and improves familiarity.

OutSmart - Error screens

OutSmart - Referral program widgets

OutSmart - Old sidebar menu

OutSmart - Revamped sidebar menu

Error screens, Referral program, revamped sidebar-menu

IOS Redesign & improvements

The client details in OutSmart’s original iOS app left a lot of guess work to users. Critical actions like creating work orders or contacting stakeholders were buried in nested menus, slowing down critical work during on-site visits.

The redesign I have worked on unifies all client elements into a combined environment of Clients, addresses, contact details and installation details. Key elements are prioritized at the top, with collapsible sections for secondary actions. Technicians can now tap to call a site manager, navigate to an address, or create a new work order without leaving the context of the client’s profile. For new client creation, the form simplifies data entry with auto-generated fields and dynamic validation, reducing errors in critical details.

By surfacing context-specific actions, the redesign turns client management from a blurry chore into a streamlined hub for all related actions on main clients and their sub-clients (addresses & contact persons). Technicians spend less time switching screens and more time resolving issues.

Beyond client management, I refined core processes across the iOS app, streamlining the work order overview screens and adding gesture-driven navigation actions (e.g., swipe-to-delete). I have introduced contextual gesture tutorials with short explanatory videos to the app, and updated iconography for consistency and instant recognition throughout several features.