GText ERP Software

GText ERP is a comprehensive enterprise resource planning software built to help businesses streamline operations, improve cross-team collaboration, and make data-driven decisions, all from a single, unified system.

As the lead product designer, I was responsible for designing the entire product experience, ensuring each module was intuitive, scalable, and aligned with business goals.

Before GText ERP, the company operated with disjointed tools across HR, Finance, Projects, and Sales. This resulted in:

Inconsistent employee records and payroll errors

Manual reporting processes prone to mistakes

Difficulty tracking project performance or customer engagement

Little to no data visibility across departments

My task was to design an ERP system that solves all of this in one platform for teams to collaborate, manage processes, and access real-time insights.

I began with stakeholder interviews to understand the pain points of HR managers, finance teams, and project leads. I also benchmarked existing ERPs for usability gaps and flexibility issues.

I broke the project down into modules:

Each module was treated like a mini product with its own flows, dashboards, and system configurations. I prioritized clarity, consistency, and self-service functionality across every touchpoint.

1. Project Management

I designed Gantt charts, task views, and milestone tracking that felt familiar to PMs yet powerful enough to manage complex projects. The system also included bug tracking and real-time analytics.

2. HRM

The HR module was particularly complex. After 3 iterations, I finalized a structure that balances familiarity with flexibility. It included payroll, attendance, leave, employee lifecycle (e.g., resignation, promotion), and even a CMS-like system setup for admin controls, all built with scalability in mind.

3. CRM

Leads and Deals were streamlined into a simple kanban-style pipeline. Each stage of the sales process was easy to track, with intuitive drag-and-drop functionality. This was the lightest module but had huge UX payoff.

4. Finance & Accounting

I built intuitive flows for invoicing, expense tracking, salary disbursement, and bank reconciliation. It was important that even non-finance users could understand how the numbers added up.

This project was a turning point for me as a product designer. It challenged my thinking on structure, usability at scale, and long-term extensibility. I learned how to design with systems thinking, not just screens, and that perfectionism can be powerful when guided by clarity and empathy.