A platform to enable pipeline operators to schedule product movements more effectively.
Schedulers manually reconcile and update data for hundreds of batches everyday. This takes a significant amount of time and results in data inaccuracy from either incorrect entry or long data entry latency.
Product designer working with developers, Senior Product Designer, Product Manager and Product Owner.
When I arrived, discovery, initial ideation and one usability test had already been conducted. I had meetings with the other designer as well as the project manager to learn about our users. Next, I explored the use cases and the wireframes that were tested. These steps helped me gain an understanding of the user journey, current tools, pain points and potential solution.
In order to understand how effective the current process is, I timed users doing their task of reconciling data between systems.
The average time needed to complete their task.
One batch was updated during the task.
The calculated average time needed to update all batches based on the results of updating one batch.
Create a dashboard that enables users to view data from multiple sources immediately, compares data between multiple systems to cut manual entry and enables users to push updates into those systems.
When I arrived, the Senior Product designer had conducted a usability test for the preliminary home screen.
Amount of users using current tools instead of spreadsheets
With the insights revealed from the usability test and the remaining features needed to be designed, the design team broke up the work between ourselves.
Here are some of the issues that I took the challenge of solving. In the next sections below, I show some results of these task.
During the first test, users attempted to filter. This indicates lack of desire to scan by this user sample and put a high prioritization of this feature.
During the first test, users had difficulty locating the settings page.
During the first test, users found metadata for their batches to be a low priority.
Users needed to assign their desk to another user when going on leave or vacation.
Users needed to map their locations to their account.
Users wanted a tool to be customizable to be fit their preferred viewing experience.
I came up with a few ideas. Then I presented them for review and critique after getting validation from the PO.
We ended up going with this design and layout. It was effective within our guerrilla test.
Originally, the settings was placed under profile name. Users had difficulty finding it during the usability test.
For final design, I decided to move the settings to the side navigation and created an icon that was recognizable for users.
More Button + Modal
Users can click the more button to view all the information for a batch. This would be ideal if we had more data to show.
Users can click the plus icon to reveal information inline with the row. After review, it was mentioned it could get confused with adding another row or action.
Users can click the arrow to reveal information inline with the row. This was the one we went with.
After we completed our assigned task, we conducted another usability test to see how our updates react with users.
Rated the tool "significantly better" than their current tool to complete their daily reconciliation task.
I was so happy with the results. The users that used our prototype, saw the value it could bring to their job and how it could be implemented across other forms of the business. The Senior Product Designer and I were able to make significant improvements on the SUS score.
The insights from our usability test revealed decreased time to complete their task and showed the prototypes ability to update all batches at once. This data helped us moved forward with the project and start full development of the tool.
The average time needed to complete their task decreased from 2 minutes and 28 seconds.
All batches were updated during the task instead of just 1 batch using their current tools.
The calculated average time needed to update all batches also decreased from 1 - 1.5 hours a day.