CASE STUDY 03: LARGE COMPANY
Launched
01 April 2021
Role
UI/UX Designer
Team
2x UI/UX Designers
1x Product Manager
6x Developers
Project context
Co-designed a scheduling tool to track operations, activities, and investments happening across the Agency and brief them to Agency leadership.
Impact
Leadership at the Agency now can consume data prepared for them in a format appealing to them, impacting their data retention and decision-making.
Shoutouts from users across the Agency on the tool and ease of use in briefings, and suitability for different types of consumers
Confidential project (NDA)
This project is under an NDA. I can’t share all the details online but I can discuss my role on the project in greater detail on a call.
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We were approached by the government and asked to create a better way for them to accomplish their tasks around scheduling and tracking operations, activities, and events.
We started with a 5-day design sprint to figure out existing hurdles from users and identify the questions we wanted to tackle first. Using quick-turn user interviews with folks and taking in client reporting as well, we discovered the following problems:
Current visualization does not work for all consumers
Some readers are more visual consumers and others prefer the brevity of a bulleted flash card. Some prefer analog material entirely!
Disjointed events would slip between the cracks and go untracked by curators
There wasn’t a way to track similar events or dependencies, and some as a result would get missed in presentation roundups.
Leadership briefings were dreaded because the tool wasn’t built for briefings
Handoffs between presenters were bumpy, and they would brief using PowerPoint decks with screenshots from their system.
We identified that a Gantt chart would be the most appropriate solution since the data involved timelines and dependencies, so we made a highly customizable view with filters and sorting. Our solution is interactive as well, satisfying user expectations about what they can engage with.
For our users who react less strongly to data visualization, we also created a Cards view and a Dashboard view. And finally, for leadership who prefer analog documents entirely, the print button.
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Collections are saved filter sets that users can create to organize their custom filters and quickly access data that is thematically aligned. They would allow users to quickly retrieve specific information they can themselves create and customize.
We knew from our user interviews that a certain group of users was regularly briefing their leadership on the same things as they progressed through time. This feature was established with them in mind, and the difference is tremendous.
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I created a higher-contrast view accessible by a button labeled, “Presentation Mode”. This was to accommodate that their projectors all impacted the visibility of components, washing out colors and outlines on the big screen.
I also introduced a way for briefers to smoothly navigate to the next team’s visuals. This was a minimal but huge transformation from having to switch between slide decks.
Results achieved
We received strong praise from the client’s leadership for the new ease of consumption of material. Our client reported observations that presentations were going more smoothly and users were having fewer issues entering in data in preparation for the meetings. Leadership at the Agency now also had an easier time consuming data prepared for them in a format that was appealing to them, which likely affected their data retention and decision-making. Our solution impacted engagement, conversion, and retention.
What I learned
This was my first experience with client relationship management, which I wholeheartedly enjoyed. Also my first time taking the lead on design feature development, and I am so grateful for the team I worked with. This opportunity catapulted me into a fast-moving career chalk-full of opportunity to exercise my leadership and technical skills.
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