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Building an scalable solution to automate exiting workflows and simplify employee staffing and time tracking

In compliance with my non-disclosure agreement, I have omitted and obfuscated confidential information for all the case studies listed below to the best of my knowledge. The information shared in these case studies are my own and do not necessarily reflect the views of any company.

Introduction

TimesPro is ongoing project collaborating with two other UX designers. This project aimed to create a user-centric and efficient platform for employees, managers, administrators, and HR professionals. By considering the diverse needs of each user role, the goal was to deliver a seamless and empowering experience. 

Project Time : 1+Years
Team Size : 12 Designers in 2 countries 
My Role : UX Designer Consultant (Vendor)

Product Audit, Competitor's Analysis, User Research input analysis, Telemetry data analysis, User  Journey Map, Enhance Taskflows Service Archietecture, Lo-Fi flow Maps,Wireframe, Design, Design System

The Challenge

Traditional time and staffing processes were inefficient, leading to challenges in schedule management, project staffing, system configuration, and compliance tracking. The objective was to design an application that addressed these pain points and provided a user-friendly solution for all stakeholders.

Empathize


Received qualitative interviews data from UX Researchers for every feature to understand the unique needs, preferences, and challenges of each user role.

Qualitative Interviews

This was a inhouse product and was being used widely over multiple geographical locations. User Set and Historical Research data was readily available.

Users consisted across a range of roles and demographics(in United state) to find out how they felt about Existing application. 

After refining the interview findings, we uncovered a number of user pain points and opportunities.

 

The existing system faced challenges, including:

Inefficient Staffing: Manual staffing processes resulted in delays, errors, and suboptimal allocation of resources.

Time Tracking Issues: The absence of a unified system for time tracking led to inaccuracies, making it difficult to assess employee productivity and project timelines.

Lack of Visibility: Managers lacked real-time visibility into staff availability, leading to overstaffing or underutilization of resources.

 

Complex Navigation: Users found it challenging to navigate through various features, leading to inefficiencies in task execution.

Absence of Feedback Mechanism: Users had no direct channel to provide feedback, hindering the identification of usability issues and feature gaps.

Mobile Responsiveness is a Necessity

Telemetry data
  1. equently on mobile, such as 'Quick Time Entry.

Also received on demand telemetry data for feature usage analysis which in turn helped to derive meaningful insights for application improvement and optimization.
 

Mobile Usage: Mobile Logins: 25% of logins occur on mobile devices. 

Feature Usage on Mobile:'Quick Time Entry' is used by 40% of mobile users.

The Opportunity

Based on the Research and telemetry data, we found that there was an opportunity to enhance taskflows by automating it and eliminating manual interference. Build role specific Mobile-responsive application.

Define

User Persona

To empathize with our user group, we gathered enough information from interviews to create personas. 

All design decisions going forward were based around persona. 

The persona created is “Jennifer”: a 30-year-old single female, eager to go digital for bill Payments.

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Design System level FLow

By understanding what users think, feel, say and do we can identify genuine issues, problems or concerns that users may have right now.

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Customer Journey Map

Customer journey mapping starts by compiling a series of user actions into a timeline. 

 

The process of creating a map forced conversation and an aligned mental model for the whole team. Shared vision is a critical goal of journey mapping, because, without it, agreement on how to improve customer experience would never take place.

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Business Goals - User Goals

Business Goals 

  • Improvise the age old User Interface of money transfer, improvise security of the app.

 

  • Update Login mechanism.

 

  • Create an easy flow of transfering money/making payment

 

  • Enable user to transfer through all payment modes

 

  • Add Features to existing product that can help users to :Setup Reminder, Schedule Autopays and Automatic Payment, Set temporary hold on Cards.

 

  • Stand out among legacy banking institutions, and adopt some of the new ways these digital banks operate

 

  • Build flows and avoid Fragmentation

 

  • Increase service satisfaction

User Goals

  • Seamless Money Transfer Anytime-Anywhere.

 

  • Would like to set up Reminder for payments.

 

  • Would like to set up Automatic Payments.

 

  • Would like to be environment friendly and receive all bills via email.

 

  • Would like to see less jargons used. 

 

  • Put a Temporary hold on card.

 

  • Would like to set up spending limit on my account/card.

Sitemap

We created Sitemap to understand the hierarchy of application, that shows how pages are prioritised, linked, and labeled.

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High Level Flow

We created  high level flow to understand the most important states, without going deep into specific interactions or edge cases. 

 

A high level flow helps define the specifications and constraints for the next stage of the process.

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Low Fidelity Wireframe

We created high level flow to understand the most important states, without going deep into specific interactions or edge cases. 

 

A high level flow helps define the specifications and constraints for the next stage of the process.

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A/B Test

We created two set of Design and did some A/B Test. Based on A/B test we collated the finding and made changes to the design, changes were mainly related to Headlines and subheadings and call to action button and text.

Participants like it because it enhances the experience of users already familiar with Electronic Payment instead of having them learn how to adjust to the new flow.

High Fidelity Wireframe
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Next Step

Design is Iterative and interactive process. We  tested this experience on a cohort of our users and learned some important things I found many other challenges to focus on for later, such as:

  • How might we help by creating budgeting

  • How we might help with Insurance deals

Testimonial : LinkedIn 
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