The goal was to create a dashboard that covers the whole ecology of a company. Using this dashboard employees and management can have a smooth workflow.
- The new employees can get on board.
- An existing employee can apply for various approvals, check Personal information and company announcements
- The HR team can check financial trends, Employees present and absent, and send announcements.
- The management team can manage team leaves and send announcements.
- Understand User requirements
- Create an Information Architect
- Test high fidelity Prototypes with users & execute the feedback
- Overcome UX challenges
- UI design
I was hired in the later phase of the product as the client was struggling to overcome UX challenges. I started with understating the existing progress, Business goals, and User goals as per them.
I was joined by a project manager in the research phase. A list of products was shared with me by the project manager. The client wanted to create a cluster of all the competitors and ship it out. This was something on which I disagreed as creating a cluster won’t give us an edge over competitors neither creating a cluster of all features and shipping it out with limited resources was not possible.
In the research phase, we realized that the competitors are old players in the market and over the years they had developed tons of features. After research and discussion, we decided to release a little more than the MVP tool and test it out before investing in all our resources.
The client got a couple of Senior HR with 20+ years of experience and a couple of Employees on board as users.
This was a remote project, so I got on a brief call with Users(HR) to understand
- their experiences with the tools they had used so far?
- where the previous tools fall short?
- What are their expectations with this tool?
- How will they define an ideal tool for the HR team?
On a brief call with Users(Employees) I understood what
- Challenges they face while communicating with the management team?
- Does their company use any tool?
- Which features did they require the most?
- Which feature do they find useless in existing tools?
Based on the conversation with the users I divided the requirements into 3 types – Good to have, Must have, Can have. Based on the discussion with the Project manager we planned out the versioning and we shortlisted features accordingly.
- Too many data fields
- Conflicting user types
- Sensitive Data (Security)
The challenge of too many fields was overcome by using basic logic writing skills. Fields like ‘Age’ was removed and was calculated based on the ‘DOB’ provided by the users.
Conflicting users was solved by adding a switch button for different types of users
Sensitive data – The client wanted to release a version in the future, which will be based on AI + ML, and for that, they were collecting huge amounts of data from users from now during the on-boarding process. which made the on-boarding process hrs long. We decided to remove unwanted and sensitive fields from the on-boarding process and collect them later in the employee’s life cycle with the company.
As time was limited I started up with high fidelity Employee’s wireframe as it was comparatively easy over others and once it gets approved it can be rolled out for development.
Once I shared the employee high fidelity wireframe things started getting clear. But yet the time frame was limited and there was a long way to go. To move things faster I traveled Pune to the client’s office.
There I met with the users and got their feedback on high fidelity wireframe, and discussed with the tech team on the possibility of the tool and what will be right flow for quick execution.
The HR team dashboard was highly dependent on Data viz. While interviewing the HR team I realized they wanted a tool that provides accurate date with easy to scan graphs.
The major challenge in the existing tool they had was all the information was hidden away and there was zero data visualization. Everything was plain numbers. I wanted to show the HR team the power of data visualization, I also created a dark mode so the user can switch according to their preferences.
The client was on a tight budget and they were planning to do frequent updates and hiring a designer every time would have consumed a huge chunk of the budget. To make future updates smooth and affordable I create a style guide, Using which even a non-designer/developer can create beautiful UI pages and maintain overall design consistency.
Things I learned
This was my first completely remote project and I got an amazing opportunity to interview domain experts and other users which helped me to understand that all our assumptions are not always true.
How can I smooth up my remote interviewing process and add more empathy towards the product.
Zooming out from a designer’s perspective and viewing things from a different perspective adds lots of values.
Collaborating with other team is powerful and help us to solve major problems with minimum efforts.
Thank you for reading.