Custom Tool and Task Manager Web App
The Product
This web app was created to unify a large company with multiple locations so that each branch could be following the same processes and accessing data filtered the same way. This app also contains tools to handle time consuming tasks such as financial forecasting and fulfilling requirements for state hypersensitivity and abutters registries.
My Role / Responsibilities
User research, interface design, and overall product management including:
- Learning users process and pain points
- Designing user interface
- User testing
- Feature prioritization / backlog management
- Sprint management
The Problem
A rapidly growing and expanding company suffers from constantly having to make new processes and keep them scalable. Fox, doubled in size multiple years in a row and as a result we were opening multiple branches each year and hiring left and right. This is a nightmare for consistency in process and policy across all the branches. Management couldn’t see if important tasks were getting assigned or completed regularly. They also had concerns about the accuracy of work being done.
The Goal
The ultimate goal was automation and unity because both would set the company up for scalability. Save time and money by automating impossible and very time consuming tasks and organize work that needed to be done so that it was assigned out and those who were assigned could would be prompted with how to complete it. This web app would be the solution for all custom company needs and organization.
Understanding the User
I was lucky enough to work just across the hall from most of my users so shadowing and interviews were easy to come by. I would gather lots of information and feedback from a wide range of users and work with my product owner to determine what ideas should be kept and implemented across all branches.
Primary Pain Points
Unity in Company Processes
Keeping all branches unified and aware of all tasks that needed to be completed each day, week, and month was impossible for fast growing company always behind on hiring and short staffed.
State Requirements
Finding solutions for state requirements that weren’t very time consuming and manual proved near impossible.
Data Consistency
With each branch manager filtering their own data to complete tasks there was a lack of consistency in the end result.
Task Completion Accountability
Manager had no way of knowing what things had been done, when, and by whom unless they created their own organization system. Therefore there was no way of consolidating completion metrics for upper management.
Site Map
Mockups / User Testing
User Testing Findings
Unity in Company Processes
Task organization was a big advantage of having a custom task management app. I had the daily tasks organized by times of the day so that the users could group tasks in prioritized buckets and management could see if the branch was on track to complete everything by the end of the day.
Turns out that the users preferred to have all of their daily tasks in one list.
Before User Testing
After User Testing
I had the weekly tasks the other way around, where they were all grouped together in one list. Feedback from our users lead me to add functionality for them to select which day of the week each task was due and group lists by day of the week. Then if it was Monday, the Monday weekly tasks would show up on both the Daily and Weekly task list.
Before User Testing
After User Testing
State Requirements
Hyper changes for CT. Summer / winter email toggle
Before User Testing
After User Testing
Data Consistency
QA project
Before User Testing
After User Testing
Task Completion Accountability
BM’s added
Before User Testing
After User Testing
Custom Icons
For each branch of the company we used a custom icon as a fun identifier. Something that represented the city the branch was headquartered in. My role was to design and create SVG icon files.
