Spreadsheets to Pixels: Designing a B2B Enterprise Suite
@ ATG Inc.
AVS (Active Visual System)
Overview
A modular web-based dashboard, with micro-sites tailored to a specific healthcare facility management discipline (Architecture & Space, Environment of Care, Life Safety, etc.). The guiding UX principle was clarity through consistency to reduce cognitive load but also created trust in the system’s reliability and speed.
Challenge
Create a single portal that unified space, compliance, and safety data, while ensuring usability for diverse roles across the healthcare system.
Results
Auditors and facilities staff can instantly access floor-by-floor drawings, with PDF/DWF/CAD exports for reference.
Navigation is streamlined through discipline-based menus and query tools (e.g., department, cost center, location), ensuring users can jump from a building-wide view to specific space layouts without friction.
Facilities managers can compare square footage allocation across buildings and instantly validate those figures against live CAD-based floor plans.
The dual-pane layout (numeric report + spatial drawing) reduces errors and makes space management decisions faster and more defensible.
Compliance leaders need to monitor risk across multiple facilities.
The trending dashboard provides a side-by-side view: Crystal Reports for top findings on the left, and an interactive pending/completed findings tracker on the right.
Filters (by facility, finding age, type) allow administrators to move from big-picture performance trends into actionable building-level detail with minimal clicks.
There was also an app.
The mobile app extends the desktop platform into a portable experience, allowing users to access critical tools on-site.
The home screen simplifies navigation into two primary disciplines (Drawings, Compliance Manager) while offering quick links to additional ATG apps.
The large, icon-driven tiles emphasize touch-friendly interaction, reducing friction for users in the field. By streamlining entry points, the app balances breadth (multiple modules) with ease of use.
Users can toggle between hospital sites and drill down into specific floors for architectural layouts.
The dropdown selector and discipline-based side menu mirror the desktop experience, reinforcing cross-platform consistency while optimizing for smaller screens.
Download and view buttons are simplified for mobile workflows, giving field users direct access to the documents they need without excess navigation.
This module brings space drawings directly to mobile, letting users zoom into CAD-based floor plans and search for rooms by name or number.
The dual layout—drawing on the left, indexed room list on the right—enables fast cross-referencing without scrolling through paper maps.
Search functionality further improves efficiency, making it easy to validate room details or locate exam spaces in the field.
Compliance Manager
Overview
Designed around two key UX principles: visibility and ownership. Every screen makes status obvious through a traffic-light color system (green for on-time, yellow for deficiency, red for overdue) and ties each document to a responsible party and reporting frequency. This eliminates guesswork and equips administrators to act quickly.
Challenge
Create a single compliance management hub that streamlined oversight, reduced ambiguity, and improved accountability across the organization.
Results
This dashboard aggregates compliance documents across multiple sites and standards, giving administrators a consolidated control panel.
Users can filter by site, building, asset group, or responsible party, while the current/prior period grid shows status history side by side.
Color-coded status markers ensure that even large volumes of data remain scannable, allowing users to prioritize overdue tasks without digging through spreadsheets.
This expanded panel shows a specific compliance standard, its assigned responsible party, and the documentation frequency.
By surfacing responsibility alongside document status, the system reduces ambiguity and ensures ownership is never unclear.
The design balances detail (document history by quarter) with visual simplicity (color coding), making it easier to audit and follow up on overdue tasks.
This expanded panel shows a specific compliance standard, its assigned responsible party, and the documentation frequency.
By surfacing responsibility alongside document status, the system reduces ambiguity and ensures ownership is never unclear.
The design balances detail (document history by quarter) with visual simplicity (color coding), making it easier to audit and follow up on overdue tasks.
Space Move Manager
Overview
built to create a single source of truth for all space move activity. It combines structured request forms, color-coded dashboards, and detailed audit logs, ensuring that every move—from a single office relocation to a department-wide shift—is documented, costed, and tracked through completion. The guiding UX principle was clarity across the move lifecycle, from request submission to closure.
Challenge
Design a centralized tool that standardized move requests, simplified approvals, and provided administrators with real-time visibility into the status of every move.
Results
This dashboard consolidates all active and past move requests into a color-coded grid (green = approved/issued, yellow = pending, red = disapproved).
Filters allow sorting by department or request type, while action buttons (review, add documents, view documents) provide quick next steps.
The design scales to handle dozens of requests, giving administrators immediate visibility into both approvals and bottlenecks.
This form view allows staff to create or edit space move requests with required fields clearly marked.
Dropdown selectors guide users through site, building, floor, and room options, while free-text fields capture reasons for the move and additional notes.
The bottom half mirrors the “Move From / Move To” layout for consistency, reinforcing accuracy in room and cost center assignments.
A detailed review of a completed space move request.
It logs all key data points—move date, project end, billed cost center, and departmental work status—alongside cost tracking for supporting services (cleaning, equipment, IT, security).
The side-by-side “Move From / Move To” section ensures clarity on room, floor, and department changes, while the consistent labeling makes historical requests easy to audit.
Utility Equipment Manager
Overview
Built to bring structure and simplicity to equipment inspection workflows. The design prioritized a touch-friendly mobile interface that technicians could use directly on-site, replacing paper forms with guided checklists and automatically logging results into a central system. The guiding UX principle was ease of execution + audit readiness.
Challenge
Design a mobile-first tablet tool that streamlined inspections, ensured accuracy in the field, and created a reliable digital audit trail.
Results
The home screen simplifies entry into the module by presenting two primary equipment types—Fire Pump and Generator—as large, touch-friendly tiles.
The design prioritizes clarity and speed for field technicians, allowing them to immediately select the system they need to inspect or manage without navigating through nested menus.
Technicians and administrators can view historical inspection records in a clean, filterable list.
Each row captures inspection ID, equipment ID, frequency, and start/end dates, allowing users to track compliance over time.
Quick “Inspect” links streamline repeat testing, ensuring that ongoing maintenance schedules are easy to monitor and execute.
Digitized the inspection process, guiding technicians through a standardized checklist of tasks (e.g., pump start, run duration, vibration checks).
Binary Yes/No inputs reduce ambiguity, while failed items are clearly flagged with red indicators.
Additional fields capture run times, pressures, and notes, turning what was once a manual paper form into a structured, auditable workflow.