workflow.jpg

Workflow management

workflow.jpg

As part of the biggest conversion project the team (and company) has undertaken to date, I worked directly with the Design Director on the project end-to-end. We conducted research, established a design strategy and developed a new design system with UX patterns and components which would later inform the overall style and function of the platform.

The challenges we faced on this project were tight timelines and limited access to insights from the Tech team. In order to be as efficient as possible we were scrappy with our approach to ideation and created hybrid out based on multiple methodologies. We had guerrilla feasibility sessions with Tech and conducted user testing and interviews as often as we could to stay aligned and gain valuable insights.

Project summary


Problems to solve

  • Buyers use many different touchpoints (both digital and physical) throughout their workflow. This can lead to a lot of manual data entry and potential for errors.

  • The existing set up only caters for quotes and orders, there are many other steps in the workflow journey that are having to be carried out elsewhere by buyers.

  • The eporta platform offers a limited amount of input fields, meaning that a lot of information is input as free text in comments attached to the quote rather than being structured.


Approach

  • User definition using personas

  • User interviews

  • Market analysis

Research

 

Planning

  • Journey map

  • User flows

  • Information hierarchy

  • Card sorting

  • Low fidelity wireframes

 

Final designs

After several iterations, we then moved into Sketch to create high fidelity designs. This required using existing UI components from the toolkit as well as defining new components and their behaviour.


Development

After completing the design phase, I Product Managed the development phase with the Tech team. As part of this, I defined expected behaviour and user acceptance criteria for the full flow which I then documented in JIRA tickets. I went on to define the MVP and perform the UAT on the full flow before it was released.

As the full concept could not be developed within the restricted timeframe, I have since worked on release plans for additional functionality so that each release provides value to the user.


Learnings

  • This was my first project at eporta where I worked on something end-to-end. It provided me with the opportunity to learn and action many methodologies that were new to me.

  • MVP will mean different things to different people within the business, as a Product Designer it's important to always push for what's best for the user rather than what's easiest to release.

  • When creating new components as part of a project, it's important to consider how they can be used site wide. It's very easy to focus just on the current project.


What others said about my work

'Workflow' was the first major project we worked on as a pair and I was nothing short of stunned by Zoe's ability to consume information and structure challenging data into something not only functional but also ingenuitive and beautiful, especially in such a fast paced and atypical environment. I quickly handed over some of the more complex pieces of research to Zoe for her to lead as her attention to detail is far superior to any other designer I've worked with. I can safely say that I entirely trust her to deliver on a task with excellent judgement and if she doesn't know the answer, she goes out and finds it! We were lucky enough to benefit from Zoe's PM skills when she over delivered outside of her role to ensure the success of the project.

Sam Foster, Design Director