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CABSPM — redesigning a project-management tool people actually want to use.

Our client, a healthcare agency, had run our in-house project-management tool for years, capable, but cluttered and hard to use, with adoption slipping. As lead designer I rebuilt CABSPM end to end: research, IA, task flows, and a full high-fidelity redesign across the entire tool.

RoleLead UI/UX Designer
Year2024
TypeEnd-to-end tool redesign
Timeline6 weeks · 24 Feb – 10 Apr
ClientHealthcare agency (internal tool)
CABSPM, redesigned project-management dashboards
TL;DR, for the 30-second read

Lead UI/UX designer on an end-to-end redesign of a care agency's dense internal tool: full UX audit, research with real users, then every core screen rebuilt in six weeks. Everything below is the actual delivered work. Skim the screens first if you're short on time.

A tool that worked, but no one enjoyed.

Our client, a healthcare agency, had used CABS Project Management for years to run their projects. It already did a lot:

  • Create projects & tasks
  • Request projects
  • Assign tasks to members
  • Set project deliverables
  • Deadlines & priorities
  • Track task progress
  • Reports on project status
  • Budgets & role-based admin

But the feedback was consistent: the tool wasn't user-friendly and was difficult to use. As the UI/UX designer, I was asked to redesign it, making it intuitive and user-friendly without losing the depth teams relied on.

01 · Challenges

A redesign is never just a design problem.

Before a single screen, the real risks were organisational, getting people to actually switch.

01

Resistance to change

Team members and stakeholders were comfortable with the old way of working, however clunky.

02

User adoption

Even with better design and functionality, getting people to actually adopt the redesigned tool would be a challenge.

03

Stakeholder buy-in

Success depended on buy-in from upper management, team members, and end-users alike.

02 · Objectives

What success had to look like.

03 · The current tool

First step: understand what's broken.

To begin, I reviewed the existing tool end to end and identified the issues dragging the experience down.

01

Cluttered & hard to navigate

The interface overwhelmed users, too much on screen, too little hierarchy.

02

Confusing terminology

Language was inconsistent throughout the tool, so users couldn't build a reliable mental model.

03

Unintuitive workflow

Completing a task took more steps than it should, the flow fought the user.

04

No clear status overview

There was no at-a-glance view of a project's status or progress.

Original screens of the old tool (and the before/after walkthrough GIFs) slot in here, send them over and I'll drop them straight into this section as a clear before → after.
04 · Scenarios

The key things people come to do.

I mapped the core scenarios the redesign had to make effortless.

05 · Research

Talking to the people who live in the tool.

To understand the needs and pain points, I surveyed current CABS PM users and spoke with project managers and team leads to pinpoint the most significant usability issues. The recurring theme: the tool was hard to navigate, unintuitive, and made tracking progress and project status difficult.

Some of the questions I asked
06 · The data

Notable observations from the research.

78%
primarily used the tool to manage tasks
78%
preferred a clean, minimalist design
56%
found the current tool visually unappealing
52%
had difficulty finding the features they needed
50%
struggled to manage & track multiple projects
46%
identified poor collaboration features
07 · Who it's for

Project managers, team leads, and everyone in between.

The redesigned tool serves project managers, supervisors, managers, executives, staff, and team leads. Two primary personas anchored the work.

Persona 01

Project Manager Pete

A busy PM who needs to quickly create projects and tasks, assign team members, and track progress, without fighting the interface.

Persona 02

Team Lead Tina

A team lead who needs a clear overview of project status and progress, and a simple way to communicate with her team.

CABSPM personas, Project Manager Pete and Team Lead Tina
08 · Design goals

From insights, I defined the design goals.

01

Improve productivity

Make the tool more intuitive and easier to use, so work moves faster.

02

Reduce the learning curve

Simplify the interface so new users get productive quickly.

03

Enhance collaboration

Add features that promote teamwork and communication across the team.

09 · Process

Discover, define, ideate, design.

01
Discover
Review the current tool, survey & interview users
02
Define
Personas, scenarios, goals, and the IA
03
Ideate
Task mapping, task flows, and sketches
04
Design
High-fidelity screens across the whole tool
10 · Structure

Mapping the system before drawing screens.

Information architecture, task mapping, task flows, and sketches, the scaffolding that made the redesign navigable and simple.

Information architecture
CABSPM information architecture
Task mapping
CABSPM task mapping
Task flows
CABSPM task flows
Sketches
CABSPM low-fidelity sketches
11 · The redesign

The redesigned tool, screen by screen.

A clean, scannable system, a dashboard you can read at a glance, project boards, and detail views that surface the right thing at the right moment.

CABSPM redesigned dashboard overview
Dashboard overview
CABSPM active projects
Active projects
CABSPM projects list
Projects list
CABSPM project board
Project board
CABSPM project detail and progress
Project detail & progress
CABSPM comments and media
Comments & media
12 · Breadth

Redesigned across the whole product.

This wasn't a one-screen refresh. Every surface was rebuilt, from sign-in and user accounts to requests, budgets, vendors, and reporting.

CABSPM sign in
Sign in
CABSPM project request form
Project request form
CABSPM projects
Projects
CABSPM deadlines calendar
Deadlines calendar
CABSPM project budgets
Project budgets
CABSPM vendor management
Vendor management
CABSPM invoices
Invoices
CABSPM user accounts
User accounts
CABSPM profile settings
Profile settings
13 · What's new

The features the redesign earned.

Clear project visibility

A new Gantt-style project view exposes timelines, deadlines, and dependencies, so bottlenecks surface early.

Integrations

Seamless hooks into Slack, Google Calendar, email, and document management, meeting teams where they already work.

A user-friendly interface

Clear, intuitive design elements that are easy to navigate, the whole point of the brief.

Improved task management

Assign tasks, set deadlines, and track progress with far less friction, plus easy collaboration.

Customisable templates

Reusable project templates to spin up new projects and workflows in seconds.

In-tool messaging

A bold add, messaging inside the tool. Shipped as a test run, to validate against teams used to email before fully committing.

Plus notable functionalities

14 · System

The style guide behind the redesign.

Style guide, colour, type, components
CABSPM style guide
15 · Conclusion

What the redesign set out to do.

The redesign addressed the usability issues of the old tool and gave teams a more intuitive, user-friendly experience, grounded in research, surveys, and usability testing, with an emphasis on simplicity and efficiency across project & task management, reporting, and collaboration.

Next steps
  1. Run additional user testing to validate the new design and surface any remaining usability issues.
  2. Gather more feedback from users and stakeholders, including ideas for new features and improvements.
  3. Refine based on that feedback, and keep iterating until it meets users' needs and the business goals.
  4. Build a comprehensive training programme so people can take full advantage of the new features.
  5. Use the in-tool feedback mechanism to keep learning about usability, features, and functionality once it's live.