The platform Infinite RO e-Factura Lite is a digital solution designed for invoice management and automatic connection to ANAF, aimed at simplifying the invoicing process for users in Romania. This UX audit was conducted to identify key weaknesses, propose practical solutions, and enhance the overall user experience, especially for those with limited technical skills.

 

 

Initial Challenges and Key Observations

 

1. Insufficient visual coherence
   The lack of a unified style guide led to a disorganized interface with inconsistent fonts, sizes, and colors. Additionally, support for diacritics is missing, which affects the correct display of texts in the Romanian language.
2. Deficient onboarding process
   Users do not have a clear process for being introduced to the platform’s functionalities. Important features, such as “Service Management” or “Billing Details,” are hidden and only available after completing confusing initial steps.
3. Incomplete or incorrectly implemented features
   For example, OCR automatic recognition algorithms for uploaded documents frequently generate errors. Fields that should be auto-filled often contain incorrect data, which decreases user trust.
4. Frustrating overall experience
   The presence of automated errors, lack of positive feedback, and confusing flows discourage users from continuing to use the platform.

 

 

Audit Process Summary

 

The audit was structured around three main pillars:

1. Visual Interface Analysis (UI):
   Focused on design coherence, proper use of colors, fonts, and layouts.
2. User Experience Testing (UX):
   Included practical scenarios for new users to identify obstacles and frustration points.
3. Cultural and Local Feedback:
   Adapting the platform to the specifics of the Romanian market, considering fiscal norms, language, and user culture.

 

 

Improvement Proposals

 

1. Redefining the Visual Interface

 

• Unified style guide:
  Creating a set of visual rules for colors, fonts, and sizes, tailored to the platform’s and market’s specifics.
• Integrating diacritics:
  Choosing a font compatible with the Romanian language for a professional appearance.
• Clear visual elements:
  Reducing overlapping and redundant elements, providing a clean and easy-to-navigate interface.

 

2. Clear Onboarding Process

 

• Interactive tutorial:
  Integrating a step-by-step guiding process explaining the platform’s functions to new users.
• Positive messages and cues:
  Replacing default error messages with encouragement messages (“The data has been filled out correctly!”).
• Visibility for key functions:
  Presenting important functions from the beginning (e.g., “Billing Details” and “Available Products”).

 

3. Improving Functional Flow

 

• Fixing OCR recognition:
  Optimizing algorithms for accurate data identification from uploaded documents.
• Real-time feedback:
  Adding visual notifications confirming correct user actions.
• Simplifying fields:
  Eliminating irrelevant or confusing options from forms (e.g., incorrect naming of “sectors” in Bucharest).

 

4. Introducing Differentiating Features

 

• Responsive design:
  Adapting the platform for mobile device access, offering users flexibility.
• Invoice customization:
  Allowing the addition of logos, corporate colors, and customizable templates for invoices.

 

5. Simplified Navigation

 

• Consolidated menu:
  Moving all important options into a single “Settings” tab, reducing confusion.
• Interactive tables:
  Adding advanced filters and sorting for documents (by date, value, status, etc.).

 

 

Practical Example: Improving the Billing Process

 

Current situation:

• Invoice fields are incomplete or incorrect.
• Users receive unclear error messages.

 

Proposed solution:

1. Automating fields based on the company’s VAT number.
2. Logical arrangement of fields to guide users through the completion process.
3. Adding a “preview invoice” button before submission.

 

 

Anticipated Benefits

 

1. Increased User Trust

A user-friendly interface and well-implemented features will generate a positive perception of the platform.

 

2. Reduced Abandonment Rates

Simplified flows and minimal errors will encourage users to complete processes.

 

3. Market Differentiation

Unique features, such as responsive design and customizable invoices, will position the platform as a market leader.

 

4. High Productivity

Users will save time due to automation and optimized navigation.

 

The platform Infinite RO e-Factura Lite has all the necessary ingredients to become the leading digital invoicing solution in Romania. Implementing these recommendations will significantly improve the user experience, attracting both new customers and retaining existing ones.

 

If you want to learn more about how a UX Audit can improve your digital solution, don’t hesitate to contact us!