Timesheet in Upland PSA

Upland Software provides cloud-based Professional Services Automation (PSA) tools to streamline project delivery, including time and expense management for accurate billing and resource tracking. I worked on the Timesheets section — a core feature where users log and submit their hours. It was a complex 2 years project that required balancing usability, compliance, and evolving design standards.

My Role

2019 - 2022 UX/UI Designer, UX Researcher

The Challenge

Simplify time-entry and approvals while fitting a large number of tasks within limited screen real estate.
Meet accessibility standards to support older users (50+) who reported issues with small text and dense layouts.
Balance continuity for long-time users with a modern, updated interface aligned to Upland’s Design System 2.0.
Ensure consistent experiences across desktop and mobile.

Design Process

Planning and Strategy

User Research

Conducted interviews with stakeholders and project managers, to understand requirements, business needs and frequent complaints.

Performed a usability testing (completion and success rates) aimed to discover any obstacles and pain points from experienced users and new users with zero experience.

Personas

Created personas such as:

Consultant — needed to quickly log billable vs. non-billable hours.

Project Manager — focused on reviewing and approving timesheets at scale.

Competitive Analysis

Used the MosCow for prioritizing features and to meet user needs and business objectives.

Accessibility Evaluation

Evaluated font sizes, contrast ratios, and interactive elements against WCAG standards. Identified gaps that were affecting adoption for older user groups.

Timesheet Legacy screens

Screenshot 2025-09-15 at 3.40.34 a.m..png

Affinity diagram from user interviews insights

Execution

Workflow Mapping

Redesigned userflows for each user story (creating, submitting, and approving timesheets) to reduce clicks and avoid redundant steps.

Wireframes & Prototypes

Designed multiple iterations balancing task completion with readability, testing font scaling and testing with real users to validate improvements.

Design System Integration

Applied Upland’s Design System 2.0, modernizing the interface with updated components while universal and familiar patterns for existing users.

Screenshot 2025-09-15 at 3.35.20 a.m..png

Userflow example for one of the user stories

Screenshot 2025-09-15 at 3.51.13 a.m..png

Some of the wirefaming work at early stages of the project.

Some example screens for the iteration process, we work different phases for each feature in a 2 year period

Implementation

Final Solution

• Optimized Layout for Screen Real Estate

A flexible grid that allowed multiple task entries without overwhelming users. Clear separation of rows, improved spacing, and larger typography balanced density with readability.

• Accessibility Enhancements

Larger font sizes, high-contrast colors, and clear input fields ensured older users could comfortably interact with the system.

• Modern, Scalable Interface

Adopted the Design System 2.0, updating components, color palettes for a more modern look and feel, while keeping enough familiarity to support legacy users.

• Cross-Platform Consistency

Created a responsive design ensuring seamless usability across desktop and mobile apps, including touch-friendly interactions.

Streamlined Features
Auto-save for entries.
Copy-from-previous timesheet functionality.
Status indicators for submission and approvals.

Impact

• Faster task entry and reduced errors in time reporting.

• Increased adoption of the new interface without alienating long-time users.

• Positive stakeholder feedback on balancing modern design with usability for diverse age groups.

• Contributed to faster billing cycles and reduced administrative overhead across organizations.

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