CASE STUDY / MOBILE APP BUILD
ROLE
Design Lead
TIMELINE
8 months
PLATFORM
Mobile
AREAS
Design, Prototyping, Research
BACKGROUND
Our software TG+ and WT has been a desktop and web-based product for more than 30 years. As field service workers moved away from carbon-copy paper invoicing, the mobile application became the bridge between office teams and the people doing the work on site. I came in to help turn that paper dominated process into a digital experience that was much faster, safer, more reliable, and frankly, catching up with the times.
THE PROBLEM
The workers using the app were not sitting at desks. They were either managers who were moving between locations, managing schedules, recording work, and creating proof of service in real time, or they were security guards who were clocking into shifts, scanning NFC tags or QR codes, reporting incidents and keeping people safe. The experience needed to be clear under pressure, flexible for different clients, and familiar enough that it could fit into an established product without slowing anyone down.
Workflow map, field context, or before state
WHAT I DID
I worked across the full design cycle: identifying the problem with the product team, talking to users and subject-matter experts, mapping flows, prototyping, validating the direction, and working with engineering through handoff. The goal was not to add another mobile surface. It was to make a new workflow feel dependable from the first tap.
01 / LOCATION MANAGER
Make setup simple when the work starts somewhere new.
A mobile flow for managing sites, buildings, and locations without making field workers repeat information they already know.
PLACEHOLDER / LOCATION FLOW
02 / CUSTOM BRANDING
A flexible shell that still feels like one product.
Custom client branding meant coordinating more than 60 potential color schemes while keeping contrast, hierarchy, and interaction patterns intact.
PLACEHOLDER / BRAND SYSTEM
DESIGN PROCESS
The final screens were only one part of the work. The process moved between research, low-fidelity flows, prototypes, user feedback, and implementation conversations until the experience was clear enough to ship.
PLACEHOLDER IMAGE
Research notes, wireframes, prototypes, or handoff artifacts
SELECTED SCREENS
01 / HOME
02 / PROOF OF SERVICE
03 / DETAIL FLOW
RESULTS
The work created a foundation for field-ready mobile experiences: less paper, clearer proof of service, and a product that could evolve without losing the people it was built for.
30+
Years of product history brought forward
Mobile
A new platform for on-site work
Field-ready
Designed for the moments between locations
KEY TAKEAWAYS
The strongest mobile work came from respecting what already worked, then making the next step easier. Familiarity mattered. So did clarity, accessibility, and the discipline to break a giant workflow into smaller moments that a person could actually complete.
“
The app became a bridge between a 30-year product and the people carrying its work into the field.
A case study in making the next action feel obvious.