Designing a Scalable Digital Auditing Platform for Enterprise Operations
A powerful and flexible platform designed to digitize organizational checklists, ensure compliance, and drive operational excellence through data-driven insights and real-time dashboards.
Project Overview
A powerful and flexible platform designed to digitize organizational checklists, ensure compliance, and drive operational excellence through data-driven insights and real-time dashboards.
Role: Lead UI/UX Designer
Client: Global manufacturing organization
Platform: Enterprise web app
Design Framework: Chakra UI-based design system
Use Cases: Audit checklists, compliance, operations, and task tracking
The Problem
Industries like manufacturing, hospitality, and healthcare heavily rely on manual, paper-based checklists to perform audits and manage operations — leading to:
Goals
- Design a modular, digital checklist system that adapts to any audit structure
- Support users across roles and digital literacy levels
- Enable real-time dashboards and notifications
- Allow organization-level comparison of audit performance
- Automate issue detection and task delegation
User Roles
Admin
Creates checklists, manages roles, reviews submissions
Operator
Fills checklists in shifts
Auditor
Approves, rejects, escalates issues
Manager
Monitors dashboard and trends across the organization
Platform Capabilities
| Module | Purpose |
|---|---|
| Checklist Builder | Create rich audit templates with sections, rules, custom inputs |
| Checklist Fill | Guided, error-proof UI for shift-based users |
| Scheduling & Shifts | Assign checklists based on department, shift, and roles |
| Auto Issue Detection | Field-level rule triggers escalate open points |
| Review Flow | Approve/reject checklists with comments and task linkage |
| Task Tracker | Assign, manage, and close tasks linked to audit issues |
| Dashboard & Analytics | Track compliance, audit status, issue trends |
| Org-Level Scoring | Compare performance across units with smart score aggregation |
| Role & Access Control | Set granular permissions and responsibility by role |
Design System (Chakra UI-Based)
- System-wide spacing tokens, status color sets, and type scale
- Accessible, responsive Chakra components
- Reusable UI patterns for inputs, states, and modals
- Enabled design-dev alignment and consistency across 50+ screens
Key Reusable Components
| Component | Purpose |
|---|---|
| ChecklistFieldCard | Houses any input type — number, dropdown, camera, etc. |
| ScoreProgressBar | Shows live audit completion per checklist |
| StatusTag | Label for audit status (pass/warning/fail) |
| OpenPointCard | Escalated issue with metadata, due date, and assignee |
| OrgBranchCard | Compare audit performance between departments or branches |
UI Highlights
1. Checklist Fill – Operator View
Mobile-optimized interface, simplified for low-digital-literacy users.
- Clear color cues (green = pass, red = fail)
- Input types dynamically matched to checklist field
- Contextual prompts and validations to avoid errors
2. Checklist Builder – Admin View
Drag-drop interface with scoring logic, conditional fields, and custom units.
- Visual sectioning for large checklists
- Preview before publish
- Add rules to auto-trigger open points
3. Dashboard & Analytics
Real-time view of active audits, scores, and open issues.
- Daily/weekly audit health
- Task completion stats
- Filter by location, department, and role
4. Review & Approval Flow
Checklist-level moderation by managers and auditors.
- Approve/reject with comments
- Field-specific rework requests
- Auto-create tasks from rejected items
5. Open Point Tracker
Track unresolved issues, escalations, and their resolution paths.
- Assign to users with deadlines
- Filter by severity or category
- Status labels (open, resolved, in-review)
6. Org-Level Scoring Engine
Bar or grid comparison of department/unit scores across the organization.
- Aggregates checklist scores by area fairly
- Smart logic ensures small areas aren't penalized for fewer checklists
- Managers can quickly spot underperforming zones and act
Results & Outcomes
The platform was deployed across multiple facilities of a global enterprise, replacing manual audit workflows.