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Mobile FeatureAI FeatureSaaS

Searching and Filtering

Unifying search across ecoPortal's mobile app with AI

Tools
Figma, Maze and Claude Code

Context

Finding anything in ecoPortal's mobile app meant walking separate lists across different sections of the product. There was no unified search at all. Someone in the field after a specific incident report, a task assigned to them, or a compliance checklist had no fast path to it.

The problem

The brief was short: build search, and make it good enough to become one of the main ways into the app. What made it hard is that search is not one interaction. Typing "Incident" and typing "Show me the latest incident reports I filed this week" are different acts, one a lookup and the other a question, and both had to work. The screen also had to earn its place before anyone typed anything into it.

My role

I started by mapping how each type of user actually goes looking: by memory of a title, by who owns it, by date, by type. That model set the information architecture. I designed keyword matching and AI interpretation as one experience rather than two modes, grouped results by content type so people can scan the category they care about, and made result cards carry enough context that most of the time you do not need to open them. The empty state I treated as a design problem rather than a blank canvas: saved searches, recently opened items, shortcuts and history all load into it.

Business impact

Field teams reach a report, task or checklist directly instead of navigating the app to find it. McKinsey puts information search at roughly 1.8 hours per employee per day, and strong retrieval cuts that by up to 35%. Search now works as a main entry point, which was the brief, and someone who cannot recall the exact title or the right filter can describe what they need in plain language. That matters most in the field, where people search from memory, one-handed, under time pressure.

ecoPortal

ecoPortal is a configurable enterprise software company that provides a centralized platform to support workplace health, safety, and environmental risk management.

ecoPortal

ecoPortal is a configurable enterprise software company that provides a centralized platform to support workplace health, safety, and environmental risk management.